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Richard L. Purdy

CFP®

Vice President

Specialties: Comprehensive Financial Planning, Banking

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

Treynor State Bank

43 Scott Street
Council Bluffs, IA 51503
(712) 487-0305 Contact Me

James Mantosh

CFP®, CFA

Specialties:

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Syverson Strege & Company

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

Jeff D. Newburn

CFP®

Financial Advisor

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

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

Plan2Thrive Financial Services

201 W 2nd St
Davenport, IA 52801
(563) 210-4040 Contact Me

James W. Tausz

CFP®

President

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

Financial Advisor serving Iowa and the surrounding communities.

The Bradford Financial Center

215 N Main St
Clarion, IA 50525-1439
1-800-348-4419 Contact Me

Alan L. Vande Weerd

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Iowa and the surrounding communities.

Investment Center of Sac City

414 W Main St, PO Box 400
Sac City, IA 50583-1725
(712) 660-1073 Contact Me

David M. Olson

CFP®

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

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

David Olson and Associates

903 Commerce Dr, Suite A
Decorah, IA 52101
(563) 382-2111 Contact Me

Shelley K. Magnani

MS, CFP®

Registered Principal

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

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

LPL Financial

1728 Central Avenue
Fort Dodge, IA 50501

LPL Financial

414 S. 17th Street
Ames, IA 50010
CONNECT WITH Shelley
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Stephen M. Houg

CFP®

Partner

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

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

Guide Financial Group

2830 100th Street, Ste 108
Urbandale, IA 50322
(515) 974-4564 Contact Me

Deniz T. Franke

CFP®

Senior Financial Advisor

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

Financial Advisor serving Iowa and the surrounding communities.

Ameriprise Financial; Franke & Associates

2600 Westown Pkwy, Ste 110
West Des Moines, IA 50266
(515) 309-0043 Contact Me

Chad P. Tramp

CPA, PFS, CFP®

Partner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

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

RSM US Wealth Management LLC

400 Locust St, Ste 640
Des Moines, IA 50309
(515) 281-9262
CONNECT WITH Chad
  • linkedin link
Contact Me

Michael H. Hefner

CFP®

President

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

Financial Advisor serving Iowa and the surrounding communities.

Hefner Financial, Inc.

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

Patricia E. Monat

CFP®

President / CEO

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

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

Monat Wealth Management

978 Home Plaza, Ste 400
Waterloo, IA 50701
(319) 235-7613 Contact Me

Wayne E. Johnson

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Syverson Strege & Company

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

Landis T. Wiley

CFP®

Managing Partner, Senior Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment...More

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Basepoint Wealth, LLC

6105 Rockwell Drive NE, Suite A1
Cedar Rapids, IA 52402
(319) 826-1898
CONNECT WITH Landis
  • linkedin link
Contact Me

Cynthia A. Keithley

CFP®

CFP Practitioner

Specialties: Asset Allocation, Career Change, Investment Management, Insurance, Life Planning,...More

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

iRetire Financial

928 Valley View Dr
Council Bluffs, IA 51503-5288
(712) 322-2444 Contact Me

David M. Nelson

CFP®

President

Specialties: Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits,...More

Financial Advisor serving Iowa and the surrounding communities.

NelsonCorp Wealth Management

880 13th Ave N
Clinton, IA 52732-5116
(563) 242-9042 Contact Me

Laura K. West

CFP®, RICP®, CPA

Managing Partner and Senior Planner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

West Financial Advisors, LLC

300 East Locust, Suite 150, Suite 150
Des Moines, IA 50309
(515) 284-1011 Contact Me

Eric A. Mote

CFP®

Co-Owner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Mote Wealth Management, LLC/Fee-Only Financial Planning

1202 Dina Ct, Suite B
Hiawatha, IA 52233
(877) 814-0920
(319) 393-4020
Contact Me

Jason M. Soland

CFP®

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

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

Ameriprise Financial Services

903 Commerce Drive Suite A, PO Box 68
Decorah, IA 52101

Ameriprise Financial Services

903 Commerce Drive
Decorah, IA 52101
Contact Me

Johnne D. Syverson

CFP®, AEP, CAP®

Partner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Syverson Strege & Company

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

Donald M. Acker

CFP®

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

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

Jeffrey C. Busbee

CFP®

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

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

Securian Advisors MidAmerica, Inc.

1327 Boyson Rd
Hiawatha, IA 52233
(319) 378-1074 Contact Me

Jordan Alborn

CFP®

Specialties:

Financial Advisor serving Iowa and the surrounding communities.

FSB Premier Wealth Management, Inc.

131 Tower Park Dr, Ste 115
Waterloo, IA 50701
(319) 235-6561 Contact Me

Frank Mokosak

CFP®

Financial Advisor

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

Financial Advisor serving Iowa and the surrounding communities.

Mokosak Advisory Group, LLC

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

Kevin A. Keane

CFP®, CRPC, CMFC

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

Financial Advisor serving Iowa and the surrounding communities.

Keane & Associates

325 W 7th St
Sioux City, IA 51103
(712) 258-8600 Contact Me

Marlis A. Gilbert

MS, CFP®, CDFA

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

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

Gilbert & Cook, Inc.

2670 106th St., Ste 220
Urbandale, IA 50322
(515) 270-6444 Contact Me

Steven L. Kane

CFP®, CPA/PFS

President

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Kane Company, P.C.

5526 NW 86th St, Suite A
Johnston, IA 50131
(515) 270-2727
CONNECT WITH Steven
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Wayne R. Worthington

CFP®

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

TrueNorth Wealth Management

42 Seventh Ave. SW, Suite 102
Cedar Rapids, IA 52404
(855) 862-8040
(319) 739-1315
Contact Me

William B. Elson

CFP®

Owner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Spectrum Advisory Services

3705 Grand Ave
Des Moines, IA 50312
(800) 616-4392
(515) 255-3306
Contact Me