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Dennis L. Markway

CFP®

President

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Iron Horse Wealth Management, LLC

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

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

Bryan J. Knudson

CFP®

Senior Wealth Manager

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Basepoint Wealth

300 Main Street Ste. 325
Dubuque, IA 52001

Basepoint Wealth

6105 Rockwell Drive NE
Cedar Rapids, IA 52402
CONNECT WITH Bryan
  • linkedin link

Marc Geels

CFP®

Managing Partner

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

Financial Advisor serving Iowa and the surrounding communities.

EFS Group

5764 Sunnybrook Dr
Sioux City, IA 51106
(712) 224-4651

Kyle A. Rasmussen

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.

Larry K Fox & Associates

3404 Midway Drive
Waterloo, IA 50701
(888) 300-7844
(319) 234-7000
CONNECT WITH Kyle
  • facebook link
  • linkedin link

David Harkin

CFP®

Owner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Fort Des Moines Financial Services

2 E Army Post Rd
Des Moines, IA 50315
(515) 285-4529

Cynthia A. Keithley

CFP®

CFP Practitioner

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

Walt P. Mozdzer

CFP®

Lead Advisor

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Foster Group, Inc.

6601 Westown Parkway, Ste 100
West Des Moines, IA 50266
(515) 226-9000

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

William B. Elson

CFP®

Owner

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.

Spectrum Advisory Services

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

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
  • linkedin link

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

Wayne A. Fry

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Annuities, Career Change, Investment Management,...More

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

Ameriprise Financial

2600 Westown Plwy, Ste 210
West Des Moines, IA 50266
(877) 453-2302
(515) 453-2300

Steven E. Peters

CFP®

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

Financial Advisor serving Iowa and the surrounding communities.

Ameriprise Financial Adv

4807 University Ave, Ste 101
Cedar Falls, IA 50613
(319) 277-2020

Frank I. Kintzle

CFP®, ChFC, CLU

Registered Rep

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

Financial Advisor serving Iowa and the surrounding communities.

Principal Financial Group

200 2nd Ave SE
Cedar Rapids, IA 52401-1214
(319) 362-2149 x116

Aaron M. Schomer

CFP®

Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...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 50309-2372
(515) 281-9261

Mark D. McCombs

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

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

LSB Wealth Manangement

301 Washington St
Cedar Falls, IA 50613
(319) 268-9876

Jessica L. Acker

CFP®, ChFC®,CRPC®

Financial Planner

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

Financial Advisor serving Iowa and the surrounding communities.

Ameriprise Financial Services, Inc.

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

Ethan Gascho

CFP®

Financial Advisor

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

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

Daniel S. Miller

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Asset Allocation...More

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

Miller Financial Group, Inc.

505 N 3rd St, Box 637
Red Oak, IA 51566
(800) 347-9511
(712) 623-5726

Joshua J. Katcher

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.

Ameriprise Financial

1055 Longfellow Dr
Hiawatha, IA 52233

Ameriprise Financial

3404 Midway Dr
Waterloo, IA 50701
(888) 300-7844
CONNECT WITH Joshua
  • facebook link
  • linkedin link

Alan L. Vande Weerd

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Iowa and the surrounding communities.

Investment Center of Sac City

324 S 12th St
Sac City, IA 50583
(712) 660-1073

Wesley J. Hilleshiem

MBA, CTFA, CFP®

Trust Officer

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

BankIowa

2701 Edgewood Pkwy SW
Cedar Rapids, IA 52404
(319) 654-0525 x225

Paul A. Lemon

CPA/PFS, CFP®

President

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Integrated Financial Planning, P.C.

8633 Hayes Street
Indianola, IA 50125

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

Jean Mote

CFP®

Co-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.

Mote Wealth Management, LLC

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

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

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

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

202 East Water Street, PO Box 380
Decorah, IA 52101

Ameriprise Financial Services

202 East Water Street
Decorah, IA 52101
(563) 382-9661

Michael G. Fleege

CFP®, CRPC®, APMA®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Investment...More

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

Ameriprise Financial Services, Inc.

2728 Asbury Rd, Ste 160
Dubuque, IA 52001
(866) 531-7198
(563) 690-0727