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Find Top Financial Advisors in Waterloo, 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 Waterloo, Iowa
Last Updated - 27-Nov-2022

Waterloo has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 8 non-vetted advisors in your local area. These financial advisors in Waterloo, Iowa have an average of 26 years of experience.

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

Qualified Financial Advisors in Waterloo, Iowa
Financial Advisor Experience AUM Minimum Assets Fee Structure
Craig Adamson
CRC®, CRPS®, RMA - Retirement Management Advisor
TRUEWEALTH STEWARDSHIP
888 10th Street,
Suite 101,
Marion, IA 52302
26 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Waterloo

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

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.

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, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


Top Financial Advisor Firms in Waterloo, Iowa (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
FSB PREMIER WEALTH MANAGEMENT, INC.
131 Tower Park Drive Suite 115,
Waterloo, IA 50701
$273,510,967 1340 A percentage of AUM
Hourly charges
Fixed fees
TUVE INVESTMENT MANAGEMENT, INC.
227 East San Marnan Drive,
Waterloo, IA 50702
$121,117,823 1715 A percentage of AUM

    List of Additional Advisors in Waterloo, Iowa*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Larry Fox
    Inquire with Larry
    3404 Midway Dr, Waterloo, IA  50701 319-234-7000
    David Hook
    Inquire with David
    3404 Midway Dr, Waterloo, IA  50701 319-234-7000
    Financial Decisions Group
    Inquire with Financial
    3013 Greyhound Drive, Waterloo, IA  50701 319-233-8476
    Edward Jones
    Inquire with Edward
    211 East San Marnan Drive, Waterloo, IA  50702 319-236-8546
    Edward Jones
    Inquire with Edward
    201 B East Tower Park Dr, Waterloo, IA  50701 319-232-4474
    Edward Jones
    Inquire with Edward
    350 East Ridgeway Ave, Waterloo, IA  50702 319-232-3306
    Edward Jones
    Inquire with Edward
    1014 Alabar Plaza, Waterloo, IA  50701 319-226-5474
    Edward Jones
    Inquire with Edward
    1730 W Ridgeway Ave, Ste 400, Waterloo, IA  50701 319-236-9810
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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.

      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.

      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?