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Find Top Financial Advisors in Cedar Rapids, Iowa

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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.

Finding the Top Financial Advisor in Cedar Rapids, Iowa
Last Updated - 25-Nov-2022

Cedar Rapids has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 37 non-vetted advisors in your local area. These financial advisors in Cedar Rapids, Iowa have an average of 22 years of experience.

NOTE: The list of financial advisors in Cedar Rapids, 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 Cedar Rapids, Iowa.

Qualified Financial Advisors in Cedar Rapids, Iowa
Financial Advisor Experience AUM Minimum Assets Fee Structure
Roger Abel
76784, AIF®
PREMIER INVESTMENTS OF IOWA, INC.
3600 1st Ave NE,
Ste 100,
Cedar Rapids, IA 52402
19 Not Specified $ Fee-Based
Craig Adamson
CRC®, CRPS®, RMA - Retirement Management Advisor
TRUEWEALTH STEWARDSHIP
888 10th Street,
Suite 101,
Marion, IA 52302
26 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Cedar Rapids

Qualifications CRD# 4525922
Firm CRD# 6413
Series 6, 7, 24, 63, 65

Compensation/Fee Fee-Based, Flat Fee, Based on Assets, Subscriptions


Office Location 3600 1st Ave NE,
Ste 100,
Cedar Rapids,
IA
52402
Phone Number 319-363-3811

With over 19 years of experience in the investment and insurance industry, Roger has an extensive background in risk management, estate planning strategies, and investment planning. Roger is an Accredited Investment Fiduciary (AIF). Roger currently holds his FINRA Series 6, 63, 65 and 7 licenses with LPL Financial as well as his health & life insurance license. Roger is a featured host on WMT 600AM's Premier Financial Hour, which airs Tuesdays at 6:00pm. Having spent his years in the industry serving clients and consulting other advisors, Roger has learned that education plays an important role in the financial planning process. He is a frequent instructor of educational classes at local colleges and has hosted retirement workshops across the state. As an independent LPL Financial Advisor, Roger strives to help his clients pursue their dream retirement. His financial planning process focuses on first determining what a client's goals and objectives are and then working to develop a personalized plan to help work toward those goals. Roger currently holds his FINRA Series 6, 63, 65 and 7 licenses as well as his health & life insurance license with LPL Financial. Roger currently resides in Marion, Iowa with his wife, Megan and theirs two daughters. In his free time, he enjoys spending time with his family, traveling, fishing, hunting, hiking, and golfing. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

About Premier Investments of Iowa, Inc.

Premier Investments of Iowa, Inc. (formerly Financial Seminars, Inc.) is a financial services organization that was established in 1989. Our goal is to provide our clients, who are in need of financial services, a comprehensive approach to financial management. Through LPL Financial, our financial professionals may offer services through several select investment companies, yet have the flexibility to utilize other quality companies in the financial industry. We would like to assist you in pursuing your financial goals today and in the future. Please let us know if we can be of service to you. Our Mission: To educate and inspire individuals, families, and organization to achieve a higher sense of financial confidence.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2751115
Firm CRD# 6413
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


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 18. Both Craig & Ann are native Iowans. Their kids are involved in softball, soccer, cross country, and track. 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 state and local boards for the financial services profession. Additionally, he travels to Washington DC and Des Moines to meet with legislators on tax policy and regulations affecting clients. 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.

About TrueWealth Stewardship

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, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


Top Financial Advisor Firms in Cedar Rapids, Iowa (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
AEGON ASSET MANAGEMENT US
6300 C Street Sw,
Cedar Rapids, IA 52499-5338
$108,880,313,198 205 A percentage of AUM
Fixed fees
Performance Based
NATIONS FINANCIAL GROUP, INC.
4000 River Ridge Drive Ne,
Cedar Rapids, IA 52402-7534
$2,932,512,290 8473 A percentage of AUM
Fixed fees
BFC PLANNING, INC.
4201 42nd Street Ne , Suite 100,
Cedar Rapids, IA 52402
$1,955,791,103 9031 A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEE)
AEGON REAL ASSETS US
6300 C Street Sw,
Cedar Rapids, IA 52499-5338
$1,800,489,550 33 A percentage of AUM
Fixed fees
Performance Based
Other (REFER TO SCHEDULE D MISC)
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
4201 42nd Street Ne , Suite 100,
Cedar Rapids, IA 52402
$970,269,118 4139 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
PRIVATE WEALTH ASSET MANAGEMENT
411 6th Ave Se , #360,
Cedar Rapids, IA 52401
$790,374,516 850 A percentage of AUM
Fixed fees
WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
221 Third Avenue Se , Suite 215,
Cedar Rapids, IA 52401
$730,108,871 4062 A percentage of AUM
Hourly charges
Fixed fees
BASEPOINT WEALTH, LLC
4144 Golf Street Ne,
Cedar Rapids, IA 52402
$518,012,125 2714 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
BEACON CAPITAL, LLC
375 Collins Road Ne, , Suite 120,
Cedar Rapids, IA 52402
$154,233,970 830 A percentage of AUM
Other (SOLICITOR FEES)
CEDAR POINT CAPITAL PARTNERS, LLC
329 12th Ave Se , Suite 106,
Cedar Rapids, IA 52401
$136,470,159 896 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Cedar Rapids, Iowa*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Steven Blum
    Inquire with Steven
    383 Collins Rd NE, Ste 102, Cedar Rapids, IA  52402 319-393-3322
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    600 3rd Ave. SE, Suite 100, Cedar Rapids, IA  52401 319-743-6060
    The Corridor Wealth Management Group
    Inquire with Corridor
    600 3rd Ave. SE, Suite 100, Cedar Rapids, IA  52401 319-743-6060
    Jon C Bancks
    Inquire with Jon
    600 3rd Ave. SE, Suite 100, Cedar Rapids, IA  52401 319-743-6073
    Stacey Halyard
    Inquire with Stacey
    600 3rd Ave. SE, Suite 100, Cedar Rapids, IA  52401 319-743-6076
    Lisa Tesar
    Inquire with Lisa
    600 3rd Ave. SE, Suite 100, Cedar Rapids, IA  52401 319-743-6063
    Julie K Vogt
    Inquire with Julie
    600 3rd Ave. SE, Suite 100, Cedar Rapids, IA  52401 319-743-6070
    Strellner Financial Group
    Inquire with Strellner
    4840 North River Boulevard NE, Suite 100, Cedar Rapids, IA  52411 319-393-6526
    Strellner Agency Group
    Inquire with Strellner
    4840 N River Blvd NE, Suite 100, Cedar Rapids, IA  52411 319-200-8197
    World Trend Financial
    Inquire with World
    221 Third Ave SE, Suite 215, Cedar Rapids, IA  52401 319-364-3041
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