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.
WiserAdvisor's network of vetted financial advisors are from large
Fortune 500 companies to small independent financial firms to suit
each individual's comfort levels. Each and every advisor is
pre-screened for industry experience, disclosures, and registrations
with SEC and FINRA. Collectively, our pre-screened advisors serve
thousands of happy clients, manage billions of dollars and provide
financial freedom and security for families and individuals like
Please note that the list of financial advisors mentioned below do not include all the financial advisors in our network, as some have not been listed online as per their corporate compliance restrictions. More vetted fiduciary financial advisors near you may be available when you use our free advisor match tool to compare 2 to 3 financial advisors around you.
The financial advisors below offer several financial services such as wealth management, retirement planning, portfolio management, estate planning and much more.
|Financial Advisor||Experience||AUM||Minimum Assets||Fee Structure|
WMCP®, ChSNC®, CASL®, CFP®, RICP®, CLU®, ChFC®
1245 Jordan Creek Parkway,
West Des Moines, IA 50266
|11 Years||Not Specified||$250,000||Fee-Based|
360 FINANCIAL PLANNING GROUP
11888 SE 64th Ave.,
PO Box 10,
Runnells, IA 50237
|20 Years||Not Specified||$100,000||Fee-Based|
GENERATIONS WEALTH ADVISORS
1401 Willis Ave,
Perry, IA 50220
Firm CRD# 2881
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
1245 Jordan Creek Parkway,
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
Firm CRD# 4933074
Series 6, 7, 63, 65
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
11888 SE 64th Ave.,
PO Box 10,
IA 50237 Phone Number 515-966-9333
Hello and welcome! I'm Jim, an experienced financial professional committed to assisting you in achieving your financial success. I fully comprehend that financial decisions can bring a mix of excitement and apprehension, often accompanied by a multitude of critical choices. With over two decades of experience, I specialize in personalized strategies aligned with your unique needs and goals. Integrity is my foundation. I prioritize transparency and ethical conduct, ensuring your best interests are always at the forefront. Your financial well-being is my top priority, and I tailor advice to your specific circumstances. My approach is comprehensive, covering retirement planning, investment management, college planning, budgeting, tax optimization, and small business succession planning. I'm here to simplify complex concepts and empower you with knowledge. Independence defines my practice. I'm not bound to specific products or institutions, guaranteeing impartial advice aligned with your goals. Clients appreciate my ability to connect. My small-town upbringing instilled the value of strong relationships, guiding my understanding of your needs. Let's sit down and get to know each other. I'm committed to building a trusted and enduring relationship that paves the way for your financial success. Beyond my work, my wife Amy, an English teacher, and our three childrenParkes, Charlie, and Piperfill my free hours. We share a passion for exploration and adventure, often hiking, visiting parks, or camping, especially in the majestic mountains. Personally, I find solace and inspiration on off-road motorcycle journeys through the Rocky Mountains, connecting with the awe-inspiring beauty of nature. I hope to meet you soon Jim
At 360 Financial Planning Group, our mission is to empower individuals and families to achieve their financial aspirations with confidence and clarity. Guided by a commitment to knowledge, integrity, and personalization, we provide a steadfast partnership that brings value beyond measure. We believe that financial success begins with a foundation of expert knowledge. Our team of dedicated advisors and partners brings years of experience and a deep understanding of intricate financial landscapes to every client relationship. Integrity is the heart of our practice. We strive to operate with unwavering transparency and ethical conduct, placing our clients' best interests above all else. Through clear communication and individualized advice, we build relationships grounded in mutual respect and confidence. Our approach is as unique as each individual we serve. We recognize that no two financial journeys are alike, and thus we tailor our financial plans to address the distinct needs and aspirations of every client. By forging a collaborative partnership, we craft comprehensive strategies that encompass every facet of your financial well-being. With a financial advisor by your side, you gain more than just financial guidance you gain a dedicated advocate for your future. We are committed to guiding you through life's changes, ensuring that your financial plan remains aligned with your evolving goals. Our goal is to provide you with the fortitude that comes from knowing you have a knowledgeable and caring ally, ready to navigate the complexities of finance on your behalf. At 360 Financial Planning Group, we firmly believe that financial freedom is within reach for everyone. With our expertise, integrity, personalization, and unwavering support, we strive to make that belief a reality for each and every client we have the privilege to serve. Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profi or protect against loss.
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
Firm CRD# 42046
Series 6, 7, 24, 63, 66
Compensation/Fee Fee-Based, Based on Assets
1401 Willis Ave,
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.
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.