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74 Financial Planners near Atlantic, Iowa
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Jeff S. Arnold

CFP®

77.13 Miles

Specialties: Comprehensive Financial Planning, Banking, Estate Planning, Investment Management,...More

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

First Nebraska Trust Company

c/o First Nebraska Trust Company, PO Box 81667
Lincoln, NE 68501-1667
(402) 477-2200

Michael H. Hefner

CFP®

President 67.35 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Hefner Financial, Inc.

1415 28th St, Ste 335
West Des Moines, IA 50266
(515) 327-5450 EXT 1

Christine M. Korte

MBA,CFP®,CLTC®,APMA®

Financial Advisor 66.67 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Ameriprise Financial

1200 Valley West Drive, Suite 608
West Des Moines, IA 50266
(800) 353-8269
+1 More Number
(515) 223-1790
CONNECT WITH Christine
  • facebook link
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Frank Mokosak

CFP® CAP

Financial Advisor 66.92 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Mokosak Advisory Group, LLC

2900 100th Street, Suite 102
Urbandale, IA 50322
(515) 223-5404

Joel C. Magruder

CFP®, ChFC®, CLU,CLF

President and CEO 63.03 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Financial Partners Group, Inc.

7601 Office Plaza Dr N, Ste 126
West Des Moines, IA 50266-2338
(515) 223-9200

Nathan R. LeGrand

CFP®

55.52 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate...More

Commission and Fee Financial Advisor serving Atlantic, Iowa and the surrounding communities.

9850 Nicholas St., Suite 350
Omaha, NE 68114
(402) 597-9229

Thomas C. Powers

CFP®, CLU,ChFC,CMFC

62.87 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

300 South Monroe Street, #612
Denver, CO 80209
(804) 495-7756

Linda S. Lundstrom Cook

CFP®

69.7 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Gilbert & Cook, Inc.

5058 Grand Ridge Drive, Ste 100
WDM, IA 50265
(515) 270-6444

Lance D. Gunkel

CFP®, CFA

Managing Director 66.37 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Syverson Strege

4125 Westown Parkway, #104
West Des Moines, IA 50266
(515) 225-6000

Bruce A. Zirpel

CFP®, MBA

Managing Member 61.22 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Financial Results Group, LLC

1819 N. 169th Plaza, Suite B
Omaha, NE 68118
(402) 505-3670

Dennis L. Markway

CFP®

President 68.59 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Iron Horse Wealth Management, LLC

8711 Windsor Parkway, Suite 4
Johnston, IA 50131
(866) 201-8305

Robert J. Rossi

CFP® ChFC®

Financial Planner 92.69 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying...More

Fee Only Financial Advisor serving Atlantic, Iowa and the surrounding communities.

R² Wealth Management Partners

8101 O Street, Suite 301
Lincoln, NE 68510
(402) 489-9375

Nick B. Capobianco

CFP®

67.53 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Wealth Advisors of Iowa

1601 West Lakes Pkwy, Ste 200
West Des Moines, IA 50266-8230
(515) 974-4571

Guy D. Strevey

CLU, ChFC, CFP®

56.85 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Guy Strevey & Associates, Inc

11422 Miracle Hills Dr, Suite 202
Omaha, NE 68154
(800) 773-0253
+1 More Number
(402) 493-0253

Adam B. Obrecht

CFP®

CEO 66.5 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Atlantic, Iowa and the surrounding communities.

AO Wealth Advisory

2570 106th Street, Suite A
Urbandale, IA 50322
(515) 224-7849
CONNECT WITH Adam
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Daniel B. Kline

ChSNC,RICP,CAP,CFP®

Financial Planner 59.05 Miles

Specialties: Comprehensive Financial Planning, Government & Military, Retirement, Starting a Family,...More

Fee Only Financial Advisor serving Atlantic, Iowa and the surrounding communities.

First National Bank

14010 FNB Parkway, Suite 200
Omaha, NE 68154
(402) 602-8967

Robert H. FitzSimmons

CFP®

93.72 Miles

Specialties: Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance,...More

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

FP Wealth Management, Inc

770 N Cotner Blvd, Ste 411
Lincoln, NE 68505
(402) 465-5678

Craig D. Korkow

CFP®, CRPC®

50.24 Miles

Specialties:

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Merrill Lynch

13321 California St, Ste 200
Omaha, NE 68154
(402) 496-5127

Tim A. Roemmich

CFP®

Senior Financial Associate 66.37 Miles

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Syverson Strege

4125 Westown Pkwy, # 104
West Des Moines, IA 50266
(515) 225-6000

Stephen M. Houg

CFP®, CKA®

Partner 66.91 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Guide Financial Group

2900 100th St Ste 301
Urbandale, IA 50322-3855
(515) 974-4564

Jerit P. Tripp

CFP® CRPS® CWS®

Advisor 66.54 Miles

Specialties:

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Gilbert & Cook, Inc.

5058 Grand Ridge Drive, suite 100
WDM, IA 50265-5720
(515) 270-6444

Douglas H. Arnest

CFP®

President 63.8 Miles

Specialties: Comprehensive Financial Planning, Sudden Wealth, Special Needs

Fee Only Financial Advisor serving Atlantic, Iowa and the surrounding communities.

360 Financial, LLC

3307 146th St
Urbandale, IA 50323
(866) 360-3609
+1 More Number
(415) 592-5812

Dwight A. Lydic

MBA, CFP®, RFC

Financial Planner 52.95 Miles

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Atlantic, Iowa and the surrounding communities.

3209 Campbell Ct
Bellevue, NE 68123
(531) 299-8007

Laura Nilius

CPA, CFP®, CDFA®,

Wealth Advisor 64.78 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Harvest Point Wealth Management

4201 Westown Pkwy, Suite 330
West Des Moines, IA 50266

William Patrick Mulcahy, III

CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™ 64.82 Miles

Specialties: 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment...More

Commission and Fee Financial Advisor serving Atlantic, Iowa and the surrounding communities.

MASSMUTUAL

5550 Wild Rose Ln, Ste 100
West Des Moines, IA 50266-5351
(515) 457-3325

Benjamin Geiger

CFP®

66.37 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Syverson Strege

4125 Westown Parkway, #104
West Des Moines, IA 50266
(515) 225-6000

Jason J. Kane

CFP®

Wealth Manager 68.54 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Kane Company Wealth Management, PC

8831 Thomas Avenue, Suite 200
Johnston, IA 50131
5152702727
CONNECT WITH Jason
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Donald M. Acker

CFP®

Financial Advisor 99.8 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Ameriprise Financial Services, LLC

3139 S Lakeport St
Sioux City, IA 51106-4223
(712) 274-7696

Curtis LeValley

CFP® RICP®

97 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Atlantic, Iowa and the surrounding communities.

LeValley Wealth Management

6215 S 44th
Lincoln, NE 68516
CONNECT WITH Curtis
  • facebook link

Craig R. Larsen

CFP®, ChFC

73.14 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

699 Walnut St., Suite 400
Des Moines, IA 50309
+ 1 More Address

4029 Cheever St
Franklin, TN 37064-1884