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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Bettendorf
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
11
non-vetted advisors in your local area. These financial advisors in
Bettendorf, Iowa
have an average of
25
years of experience.
NOTE: The list of financial
advisors in
Bettendorf, Iowa
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Bettendorf, Iowa.
| Qualified Financial Advisors in Bettendorf, Iowa | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Craig Adamson
CRC®, CRPS®, RMA - Retirement Management Advisor TRUEWEALTH STEWARDSHIP 888 10th Street, Suite 101, Marion, IA 52302 |
25 | $40MM | Not Specified | Fee-Based |
Qualifications
CRD# 2751115
Firm CRD# 6413
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
888 10th Street,
Suite 101,
Marion,
IA
52302
Phone Number
319-373-4124
Craig and his wife, Ann, have three beautiful, healthy children under the age of 16. Both Craig & Ann are native Iowans. Their kids are involved in softball, baseball, and soccer where Ann and Craig help coach their kids' teams. The family enjoys playing board games together? Rummikub, Sorry, Life, UNO, Clue and Monopoly of course! Besides a busy family life, Craig has been very active in the local community. He served 8 years as a Marion City Council Member and 2 years on the Marion Planning and Zoning Commission. Currently he is a Chamber of Commerce member, chair of the Marion Public Services Board, and is on several other boards related to continuing education and advocacy for his profession. Craig enjoys reading biographies, history, and business books. He is an avid Iowa State Cyclone fan -holding season tickets for multiple sports and watching them play on TV.
We help you gain power over your money through a multi-stage financial planning process. The goal is to get to know you very, very well to create a customized plan that fits what you and your family need, not what some high-budget advertising campaign is designed to sell you. Our goal is to become your trusted partner to help you understand what you have, as well as what you may need to move you closer to your financial goals. Our independent structure allows us to work with your current advisor team, or to introduce you to other professionals who may be able to help you -such as legal or tax advisors. We want to work with people who value professional advice and want an independent, professional advisor to help them make informed decisions about their money. If that describes you, we'd like to meet you to see if we can partner with you.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning
Top Financial Advisor Firms in Bettendorf, Iowa (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Nikulski Financial, Inc.
3289 Utica Ridge Road, Bettendorf, IA 52722 |
$288,742,903 | 1150 |
A percentage of AUM Fixed fees |
| Tfp Management, Llc
3475 Utica Ridge Road, Bettendorf, IA 52722 |
$155,265,453 | 1238 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Lee Lensch Inquire with Lee |
2525 Kimberly Rd, Ste 2, Bettendorf, IA 52722 | 563-888-1490 |
| Lensch, Toporowski & Associates Inquire with Lensch, |
2525 Kimberly Rd, Ste 2, Bettendorf, IA 52722 | 563-888-1490 |
| Heather Link Inquire with Heather |
2525 Kimberly Rd, Ste 2, Bettendorf, IA 52722 | 563-888-1490 |
| Kerry Toporowski Inquire with Kerry |
321 17th St, Ste A, Bettendorf, IA 52722 | 563-214-1857 |
| Toporowski, Clark & Romans Financial Group Inquire with Toporowski, |
321 17th St, Ste A, Bettendorf, IA 52722 | 563-214-1857 |
| Daniel Clark Inquire with Daniel |
321 17th St, Ste A, Bettendorf, IA 52722 | 702-562-2257 |
| Edward Jones Inquire with Edward |
1805 State Street, Suite 102, Bettendorf, IA 52722 | 563-359-9660 |
| Edward Jones Inquire with Edward |
3477 Utica Ridge Rd, Bettendorf, IA 52722 | 563-386-9732 |
| Edward Jones Inquire with Edward |
2870 Devils Glen Road, Bettendorf, IA 52722 | 563-332-0517 |
| Edward Jones Inquire with Edward |
1805 State Street, Suite 102, Bettendorf, IA 52722 | 563-359-9660 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
