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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
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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...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
Marion
has
5
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Marion,
Iowa
have an average of
29
years of experience.
NOTE: The list of vetted financial
advisors in
Marion,
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
Marion, Iowa.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Craig Adamson
CLTC®, CRC®, CRPS®, RMA - Retirement Management Advisor TRUEWEALTH STEWARDSHIP 888 10th Street, Suite 101, Marion, IA 52302 |
28 Years | $50,000,000 | Not Specified | Fee-Based |
|
Roger Abel
AIF® PREMIER INVESTMENTS & WEALTH MANAGEMENT 3600 1st Ave NE, Ste 100, Cedar Rapids, IA 52402 |
19 Years | Not Specified | $25,000 | Fee-Based |
|
Savant Wealth Management
SAVANT WEALTH MANAGEMENT 221 3rd Avenue, Suite 215, Cedar Rapids, IA 52401 2225 Mormom Trek Boulevard, Iowa City, IA 52246 |
35 Years | Not Specified | Not Specified | Fee-Only |
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
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 clients demystify their finances. Understanding personal finances can be scary, intimidating, frustrating, and time-consuming. Sometimes advisors make things worse by being scary and intimidating on purpose. It doesn't have to be that way. At TrueWealth Stewardship, we educate on how to make better financial decisions. How do we do this? By utilizing our IDEA Process. We start by IDENTIFYING their needs. Then we DEVELOP a customized financial plan. A plan based on our client's life, not someone from the movies or a commercial. We don't and won't do a cookie-cutter analysis or straight-off-the-shelf robo plans like other companies pass off as "original thinking." You're not a penguin. You're not a sheep. You're a person. We help people who want to be our clients. And for those clients who want additional help, we work together to EXECUTE their plan and then ADAPT their plan as needs and situations change.
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, Insurance Products & Annuities
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.
For over 30 years, Premier Investments & Wealth Management has been helping our clients pursue their financial goals. Premier was started as Financial Seminars, Inc. In it's beginning, the company was focused on providing education and assistance for the Iowa Public Employee's Retirement System (IPERS). While the company has since expanded to a full service financial planning firm serving clients across the United States, our roots in education have continued. Our financial professionals believe that providing education to our clients is an important part of the planning process. We strive to help our clients gain confidence on their pursuit to financial freedom. The financial professionals at Premier Investments & Wealth Management work with their clients to develop strategies for investing, retirement income, insurance, risk management, and estate planning. Comprehensive Planning Financial Planning doesn't have to be complicated. Our comprehensive approach helps you develop a road map to your financial goals, whatever they may be. We combine Risk Management, Tax Strategies, Income Planning, Asset Allocation Development, Estate Planning Strategies, Insurance Planning and more into one simplified plan. Investment Management Our financial professionals work with our clients to develop an investment strategy that matches their goals. Our proactive approach helps clients develop good investor behavior, avoid market timing, and gain confidence in their financial future. Through regular monitoring we help our clients manage their investments through all stages of life.
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
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
221 3rd Avenue,
Suite 215,
Cedar Rapids,
IA
52401
Phone Number
319-364-3041
Office Location
2225 Mormom Trek Boulevard,
Suite 200,
Iowa City,IA 52246
Phone Number
319-339-4884
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided:
Financial Planning, 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, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
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.
