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Find Top Financial Advisors in Iowa City, 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 Iowa City, Iowa
Last Updated - 19-Jun-2022

Iowa City has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 17 non-vetted advisors in your local area. These financial advisors in Iowa City, Iowa have an average of 20 years of experience.

NOTE: The list of financial advisors in Iowa City, 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 Iowa City, Iowa.

Qualified Financial Advisors in Iowa City, Iowa
Financial Advisor Experience AUM Minimum Assets Fee Structure
Roger Abel
PREMIER INVESTMENTS OF IOWA, INC.
3600 1st Ave NE,
Ste 100,
Cedar Rapids, IA 52402
15 Not Specified $ Fee-Based
Craig Adamson
CRC®, CRPS®, RMA - Retirement Management Advisor
TRUEWEALTH STEWARDSHIP
888 10th Street,
Suite 101,
Marion, IA 52302
25 $40MM Not Specified Fee-Based

Information on Qualified Financial Advisors in Iowa City

Qualifications CRD# 4525922
Series 6, 7, 63, 65

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


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

Roger is a featured host on WMT 600AM's Premier Financial Hour, which airs Tuesday at 6pm. He is also an executive producer and co-host of Financial Perspectives, a 30-minute financial education program that airs Sunday at 11:30am on KCRG Channel 9. As an independent financial advisor, Roger strives to help his clients reach their dream retirement. His financial planning process focuses on first determining what a client's goals and objectives are for retirement and then working to develop a personalized plan to help achieve those goals. With over 15 years of experience in the investment and insurance industry, Roger has an extensive background in risk management, estate planning, investment planning and working with high net worth individuals. Roger currently holds his FINRA Series 6, 63, 65 and 7 licenses as well as his health & life insurance license with LPL Financial. 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 frequent instructor of educational classes at local colleges and has hosted retirement workshops across the state. Roger currently resides in Marion, Iowa with his wife, Megan and their daughter Blakely. 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.

Roger is a featured host on WMT 600AM's Premier Financial Hour, which airs Tuesdays at 6:00pm. He is also an executive producer and co-host of Financial Perspectives, a 30 minute financial education program that airs Sundays at 11:30am on KCRG Channel 9. As an independent financial advisor, Roger strives to help his clients reach their retirement dream. His financial planning process focuses on first determining what a client's goals and objectives for retirement are and then working to develop a personalized plan to help achieve those goals. With over 15 years of experience in the investment and insurance industry, Roger has an extensive background in risk managment, estate planning, investment planning and working with high net worth individuals. Roger currently holds his FINRA Series 6, 63, 65 and 7 licenses as well as his health & life insurance license. 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. Roger currently resides in Marion, Iowa with his wife, Megan, and their daughter, Blakely. In his free time he enjoys spending time with family, traveling, fishing, hunting, hiking and golfing.


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

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


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 16. Both Craig & Ann are native Iowans. Their kids are involved in softball, baseball, and soccer where Ann and Craig help coach their kids' teams. 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 other boards related to continuing education and advocacy for his profession. 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, 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, Annuities, Insurance Planning


List of Additional Advisors in Iowa City, Iowa*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bradley L Shelman
Inquire with Bradley
1580 Mall Dr, Iowa City, IA  52240 319-337-9620
Nick Leyden
Inquire with Nick
1580 Mall Dr, Ste A, Iowa City, IA  52240 319-337-0585
Robert Rindels
Inquire with Robert
1580 Mall Dr, Iowa City, IA  52240 319-337-9620
Midwestern Financial Group
Inquire with Midwestern
103 East College Street, Suite 210, Iowa City, IA  52240 319-499-1620
Brad Baldes
Inquire with Brad
1580 Mall Dr, Ste A, Iowa City, IA  52240 319-337-2263
Bruce Kout
Inquire with Bruce
1580 Mall Dr, Ste A, Iowa City, IA  52240 319-337-2263
Chris Leyden
Inquire with Chris
1580 Mall Drive, Suite A, Iowa City, IA  52240 319-337-2263
Luke Prottsman
Inquire with Luke
1580 Mall Drive, Suite A, Iowa City, IA  52240 319-337-2263
Edward Jones
Inquire with Edward
1509 Mall Drive, Iowa City, IA  52240 319-351-8904
Edward Jones
Inquire with Edward
702 S Gilbert St, Ste 102, Iowa City, IA  52240 319-351-6095
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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.

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    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.

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    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?