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.
Des Moines
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
65
non-vetted advisors in your local area. These financial advisors in
Des Moines, Iowa
have an average of
16
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 |
Jason Thrap
WMCP®, ChSNC®, CASL®, CFP®, RICP®, CLU®, ChFC® NORTHWESTERN MUTUAL 1245 Jordan Creek Parkway, Suite 200, West Des Moines, IA 50266 |
11 | Not Specified | 250000 | Fee-Based |
Vince Sturm
AWMA® GENERATIONS WEALTH ADVISORS 1401 Willis Ave, Perry, IA 50220 |
22 | $40,000,000.00 | Not Specified | Fee-Based |
Qualifications
CRD# 5072964
Firm CRD# 2881
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
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.
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
Qualifications
CRD# 3128214
Firm CRD# 42046
Series 6, 7, 24, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
1401 Willis Ave,
Perry,
IA
50220
Phone Number
515-465-9843
Independent financial advisor, I work with my clients to set goals, complete a holistic plan and put them on the right path to achieve their goals through our planning process.
We provide financial guidance that enables our clients to achieve their lifetime goals, desires, and aspirations. In doing this we build peace of mind. Our clients know that our family takes our fiduciary responsibility to them and their assets to heart. We build confidence in our clients by showing them that both they and their loved ones are taken care of throughout their lifetimes and into their legacies. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Generations Wealth Advisors is not affiliated with Kestra IS or Kestra AS.
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 |
$36,973,306,206 | 1043 |
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 |
PETERSON FINANCIAL GROUP, INC.
220 Sw 9th St. , Suite 230, Des Moines, IA 50309 |
$159,776,027 | 904 |
A percentage of AUM Fixed fees |
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) |
* Additional advisors listing is provided in partnership with Yext
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