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Find Top Financial Advisors in Waterloo, Iowa

Looking for a financial advisor in Waterloo, Iowa? Look no further than WiserAdvisor. It is a good place to start with your search to compare vetted advisors and firms and find one that meets your needs. It is essential for those who want to make informed decisions about their personal finances to consider working with a financial advisor as seeking assistance from a professional can provide you with better financial insights that greatly impact your investment returns. On our directory listing of qualified financial advisors in and around Waterloo, Iowa, you'll find ranked professionals who are experienced in retirement planning, investment strategies, wealth management, financial planning, estate planning, and more to help individuals like you with their financial goals.

How To Find Trusted Financial Advisors in Waterloo, Iowa

Waterloo has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Waterloo, Iowa have an average of 35 years of experience.

NOTE: The list of vetted financial advisors in Waterloo, 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 Waterloo, Iowa.

Qualified Financial Advisors in Waterloo, Iowa

VETTED
Financial Advisor
Savant Wealth ManagementSavant Wealth Management221 3rd AvenueCedar Rapids, IA 52401
Experience35 Years
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Waterloo, Iowa

Savant Wealth Management
VETTED
Savant Wealth Management
Savant Wealth Management
About Savant Wealth Management
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
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

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FINRA/SEC Registered Advisors

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Firm Name
PRINCIPAL ASSET MANAGEMENTDes Moines, IA
No. of Advisors1955
AUM$377,222,976,882
No. of Clients6824
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE)
Firm Name
PRINCIPAL REAL ESTATEDes Moines, IA
No. of Advisors645
AUM$93,913,367,327
No. of Clients643
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
AEGON ASSET MANAGEMENT USCedar Rapids, IA
No. of Advisors258
AUM$88,549,358,554
No. of Clients213
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
TRANSAMERICA RETIREMENT ADVISORS, LLCCedar Rapids, IA
No. of Advisors383
AUM$16,157,423,229
No. of Clients212836
Fee StructureA percentage of AUM, Fixed fees
Firm Name
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLCWest Des Moines, IA
No. of Advisors15
AUM$11,358,738,764
No. of Clients8
Fee StructureA percentage of AUM
Firm Name
AVANTAX PLANNING PARTNERS, INC.Dubuque, IA
No. of Advisors248
AUM$6,377,152,299
No. of Clients12286
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
BTC CAPITAL MANAGEMENTDes Moines, IA
No. of Advisors18
AUM$3,836,918,843
No. of Clients2543
Fee StructureA percentage of AUM, Fixed fees
Firm Name
NATIONS FINANCIAL GROUP, INC.Cedar Rapids, IA
No. of Advisors83
AUM$3,398,671,718
No. of Clients9857
Fee StructureA percentage of AUM, Fixed fees
Firm Name
FOSTER GROUP, INC.West Des Moines, IA
No. of Advisors81
AUM$3,238,513,168
No. of Clients4626
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
STEELE CAPITAL MANAGEMENT, INC.Dubuque, IA
No. of Advisors14
AUM$2,692,631,181
No. of Clients4060
Fee StructureA percentage of AUM
Firm Name
INVESTMENT CONSULTING GROUP INCDavenport, IA
No. of Advisors2
AUM$2,378,969,762
No. of Clients491
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
AEGON REAL ASSETS USCedar Rapids, IA
No. of Advisors170
AUM$1,898,014,176
No. of Clients33
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (REFER TO SCHEDULE D MISC)
Firm Name
BFC PLANNING, INC.Cedar Rapids, IA
No. of Advisors200
AUM$1,839,208,077
No. of Clients8749
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEE)
Firm Name
GILBERT & COOK, INC.West Des Moines, IA
No. of Advisors32
AUM$1,197,704,959
No. of Clients3219
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
ACCEL WEALTH MANAGEMENTWaverly, IA
No. of Advisors20
AUM$973,955,257
No. of Clients2570
Fee StructureA percentage of AUM, Hourly charges, Fixed fees

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