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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
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Personalized advice for portfolio size
of 100K & above
Clive, Iowa is a city with a population of over 18,000 residents. Given Clive's cost of living being 4% below the national average, it could prove advantageous for residents to focus on discovering financial opportunities for their financial stability and consider working with a financial advisor. WiserAdvisor's directory of vetted financial advisors and financial advisory firms can assist you in getting started with your search for a financial advisor who is experienced and a good fit for you. WiserAdvisor's directory of ranked financial professionals in and near Clive, Iowa lists qualified financial professionals experienced in providing services such as wealth management, investment planning, financial planning, retirement planning, and more. Do Browse our directory below to compare and connect with a seasoned financial advisor. Additionally, we recommend using our free match tool to connect you with up to 3 vetted financial advisors matched to your specific needs.
Clive
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Clive,
Iowa
have an average of
10
years of experience.
NOTE: The list of vetted financial
advisors in
Clive,
Iowa
mentioned below does 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
Clive, Iowa.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Arron Cramer
CFP®, AFC®, CSLP® PARADIGM WEALTH PARTNERS 515 E. Locust Street, Suite 250, Des Moines, IA 50309 |
10 Years | $25,000,000 | $25,000 | Fee-Based |
Qualifications
CRD# 6523941
Firm CRD# 6413
Series 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
515 E. Locust Street,
Suite 250,
Des Moines,
IA
50309
Phone Number
515-505-8535
I'm a financial planner who believes your money should support your life and not the other way around. Whether you're preparing for retirement, managing debt, building wealth, or navigating a major life transition, I help clients design a personalized roadmap so they can make confident, values-driven financial decisions. At the heart of my practice is the belief that a strong financial plan lays the foundation for an effective investment strategy. I work closely with each client to understand their goals, priorities, and unique circumstances and then build a tailored roadmap to help them move forward with clarity and purpose. To ensure the plan and portfolio work seamlessly together, I manage investments in-house using a behavioral, methodical, and data-driven approach. I focus on long-term alignment, cost-efficiency, and minimizing unnecessary risks, so my clients can trust that their money is working for them, not against them. To better serve a wide range of financial needs, I hold three advanced designations: CFP® (Certified Financial Planner™) for holistic, fiduciary-based planning. AFC® (Accredited Financial Counselor) for debt, cash flow, and budgeting guidance. CSLP® (Certified Student Loan Professional) for complex student loan repayment planning. I care deeply about building long-term client relationships based on trust, transparency, and partnership. Everyone's version of success looks different, and my goal is to meet clients where they are and help them get where they want to go as strategically as possible. I was born and raised in Iowa and currently live in Adel with my wife, Ashley (my high school sweetheart), our daughter, and our two dogs. I graduated from Upper Iowa University, where I earned my bachelor's degree and wrestled collegiately. In my free time, I enjoy working out, traveling to national parks, watching movies, and shooting sporting clays.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention: from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
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, Tax Advice and Services, Estate Planning & Trusts
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 4 | 283 | $213,568,921 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 9 | 586 | $157,637,425 | A percentage of AUM, Fixed fees |
|
| 4 | 123 | $116,644,597 | A percentage of AUM, Hourly charges, Fixed fees |
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 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?
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.
