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.
Hiawatha
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
4
non-vetted advisors in your local area. These financial advisors in
Hiawatha
,
Iowa
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Hiawatha
,
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
Hiawatha, 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 Years | Not Specified | $50,000 | Fee-Based |
Craig Adamson
CRC®, CRPS®, RMA - Retirement Management Advisor TRUEWEALTH STEWARDSHIP 888 10th Street, Suite 101, Marion, IA 52302 |
26 Years | Not Specified | Not Specified | Fee-Based |
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.
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.
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
Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
---|---|---|---|---|
4 | 459 | $108,059,446 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
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