Home > Financial Advisors > Iowa > Marion

Find Top Financial Advisors in Marion


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Marion. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Marion

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Marion, Iowa
Financial Advisor Office Location Phone Number
Craig Adamson,
TrueWealth Stewardship
888 10th Street,
Marion, IA  52302
(319) 373-4124
Roger Abel,
Premier Investments of Iowa, Inc.
3600 1st Ave NE,
Cedar Rapids, IA  52402
(319) 363-3811
Jan Beal, CFP® Financial Advisor,
WinnerLynk Advisory Group
1327 Boyson Rd,
Hiawatha, IA  52233
(319) 730-7526

Information on Qualified Financial Advisors in Marion

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

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 888 10th Street,
Suite 101,
Marion,
IA 
52302
Phone Number (319) 3734124

Craig and his wife, Ann, have three beautiful, healthy children under the age of 14. 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 affordable Senior housing and Senior volunteering opportunities. 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 parnter with you.



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

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Subscriptions


Office Location 3600 1st Ave NE,
Ste 100,
Cedar Rapids,
IA 
52402
Phone Number (319) 3633811

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# 1314647
Series 7, 63

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Hourly


Office Location 1327 Boyson Rd,
Hiawatha,
IA 
52233
Phone Number (319) 7307526

Jan is a Certified Financial Planner" professional. She previously worked in Florida as a para financial planner and as a manager in the banking industry Prior to moving back to Iowa in 1998. As a native Iowan, the best gift Jan ever received is when she and her husband, Tom, agreed to move back to Iowa over 20 years ago. Jan and Tom have two children, whom they enjoy spending time with. And though she has had the privilege of traveling to many amazing places, Jan is just as content curled up in front of the fire with her dogs and a good book. Jan is known for her famous pumpkin bread; in fact, her daughter requested it be served at her wedding. Her passion is caring for her clients and helping them achieve their financial goals. Jan is an excellent listener with high emotional intelligence, which enables her to identify and develop meaningful goals and objectives for her clients. Her mother always taught her to treat others how you want to be treated, and Jan lives out this advice daily as reflected in the close relationships she has with her clients. As a financial advisor, Jan has served as President of WISE (Women s Interactive Sales Exchange) for five years. Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. member FINRA/SIPC. WinnerLynk is independently owned and operated. ADTRAX 2149688 DOFU 07/2018

About WinnerLynk Advisory Group

Winner Lynk Advisory Group is a comprehensive financial services and wealth management firm dedicated to providing insight and solutions that assist our clients in their pursuit of financial independence and life goals. Our mission is to educate clients so they understand their financial picture, and implement solutions that match their priorities and resources. Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions. Only then can we perform the analysis necessary to recommend proper action steps.