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Find Top Financial Advisors in Des Moines, 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 Des Moines, Iowa
Last Updated - 24-Jun-2022

Des Moines has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 63 non-vetted advisors in your local area. These financial advisors in Des Moines, Iowa have an average of 18 years of experience.

NOTE: The list of financial advisors in Des Moines, 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 Des Moines, Iowa.

Qualified Financial Advisors in Des Moines, Iowa
Financial Advisor Experience AUM Minimum Assets Fee Structure
Chris Kramer
RK WEALTH MANAGEMENT, LLC
1200 Valley West Drive,
Suite 403,
West Des Moines, IA 50266
25 Not Specified Not Specified Fee-Based
Jason Thrap
CFP®, ChFC®, WMCP®, ChSNC®, RICP®, CASL®, CLU®
NORTHWESTERN MUTUAL
1245 Jordan Creek Parkway,
Suite 200,
West Des Moines, IA 50266
11 Not Specified 250000 Fee-Based

Information on Qualified Financial Advisors in Des Moines

Qualifications CRD# 2423040
Firm CRD# 14869
Series 6, 7, 63, 65

Compensation/Fee Fee-Based


Office Location 1200 Valley West Drive,
Suite 403,
West Des Moines,
IA
50266
Phone Number 515-348-6019

Chris is an Investment Advisor Representative with over 25 years of experience managing investment, retirement, and estate plans for individual and family wealth. Chris's practice focuses on retirees, business owners, families, divorcees, and women wanting financial independence. As an independent advisor, he works to create clarity, allowing clients to confidently take the next steps towards their goals and objectives. Working together, we seek to simplify overwhelming and complex decisions, allowing us to create an executable action plan to help reach their desired lifestyle before and during retirement. Chris is a former professional golfer who is married to Julie (a teacher in the Des Moines School District and they are blessed with two children, Elle and Will). Chris still plays golf and has also become an author, having written a Faith based book, "Pass the Test". Call 515-348-6019 to schedule a Free collaboration with Chris.

About RK Wealth Management, LLC

RK Wealth Management, LLC has been serving the Business Owners and hard working Families of the Central Midwest by providing quality education, wealth strategies and ongoing service. We see the need to protect incomes, livelihoods, retirement dreams and leave a legacy. Our organization helps Families, Business Owners and their Businesses navigate the complexities of financial strategies. We believe that human emotions often cloud the judgment necessary to make positive, life changing decisions. When faced with multiple options outside of your comfort zone and level of skill or experience, objective analysis and action will become increasingly difficult. RK Wealth exists to empower our clients to take action through education and increased awareness.


Qualifications CRD# 5072964
Firm CRD# 2881
Series 6, 7, 63, 66

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


Office Location 1245 Jordan Creek Parkway,
Suite 200,
West Des Moines,
IA
50266
Phone Number 515-697-4680

Jason currently lives in Waukee with his wife, Elise, and their five young children Charlene, Carter, Caelyn, Carissa, and Coen. Hobbies: Jason is an avid runner and has competed in many marathons throughout the Midwest. He also enjoys golfing, fishing, camping, tennis, and spending time with his wife and children.

About Northwestern Mutual

Areas of Expertise Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future. Financial Planning Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them. And because life is unpredictable, we'll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes. Retirement Planning Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams. Investment Strategies Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives.

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, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Des Moines, Iowa (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Principal Global Investors, Llc
801 Grand Ave,
Des Moines, IA 50392-0001
$340,213,907,511 8616 A percentage of AUM
Fixed fees
Performance Based
Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE)
Principal Real Estate Investors, Llc
801 Grand Ave,
Des Moines, IA 50392-0001
$105,052,770,378 1571 A percentage of AUM
Fixed fees
Performance Based
Principal Securities, Inc.
655 9th Street,
Des Moines, IA 50309
$11,438,676,101 44544 A percentage of AUM
Hourly charges
Fixed fees
Other (SEMINAR FEES, SOLICITORS FEES, SUBSCRIPTION CONSULTING FEES)
Btc Capital Management
453 7th Street,
Des Moines, IA 50309-3702
$4,267,137,347 2263 A percentage of AUM
Fixed fees
Legacy Financial Group
6000 Grand Avenue , Suite B,
Des Moines, IA 50312
$713,089,262 3966 A percentage of AUM
Hourly charges
Other (FINANCIAL EDUCATION PROGRAM FEES)
Dmkc Advisory Services, Llc
3900 Ingersoll Avenue , Suite 300,
Des Moines, IA 50312
$540,134,397 688 A percentage of AUM
Hourly charges
West Financial Advisors, L.L.C.
111 East Grand, Suite 412,
Des Moines, IA 50309
$475,000,000 1403 A percentage of AUM
Hourly charges
Ria Advisory Group, Llc
500 Sw 7th Street , Suite 305,
Des Moines, IA 50309
$364,100,192 2964 A percentage of AUM
Principal Advised Services
655 9th Street,
Des Moines, IA 50309
$261,312,637 5035 A percentage of AUM
Des Moines Investments, Llc
2 East Army Post Rd , Suite 2,
Des Moines, IA 50315-5821
$140,000,000 400 A percentage of AUM
Principal Enterprise Capital, Llc
801 Grand Ave,
Des Moines, IA 50392-0001
$0 0 Other (NONE)

    List of Additional Advisors in Des Moines, Iowa*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Barzen & Associates Wealth Advisors on Grand
    Inquire with Barzen
    2716 Grand Ave, Des Moines, IA  50312 515-274-3393
    David G Barzen
    Inquire with David
    2716 Grand Ave, Des Moines, IA  50312 515-274-3393
    Kristy R Barzen
    Inquire with Kristy
    2716 Grand Ave, Des Moines, IA  50312 515-274-3393
    Next Phase Financial
    Inquire with Next
    317 6th Avenue, Suite 1100, Des Moines, IA  50309 800-626-5317
    Peter D Cartwright
    Inquire with Peter
    801 Grand Ave, Suite 3800, Des Moines, IA  50309 515-283-7031
    Charles A Markus
    Inquire with Charles
    801 Grand Ave, Suite 3800, Des Moines, IA  50309 515-283-7003
    Spencer Cox
    Inquire with Spencer
    801 Grand Ave, Suite 3800, Des Moines, IA  50309 515-283-7050
    Window World of Des Moines
    Inquire with Window
    5201 NE 14th St, Suite A, Des Moines, IA  50313 515-270-9264
    Levi Wessel
    Inquire with Levi
    800 Walnut St, DES MOINES, IA  50309 800-258-6649
    Allstate Personal Financial Representative: Michael Dolphin
    Inquire with Allstate
    5601 Fleur Dr, Des Moines, IA  50321 515-276-2541
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      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?