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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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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

Joel C. Magruder

CFP®, ChFC®, CLU,CLF

President and CEO

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.

Financial Partners Group, Inc.

15253 Woodcrest Drive
Clive, IA 50325
(515) 223-9200

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
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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.

Busbee Wealth Strategies, LLC

1918 Saint Andrews CT NE.
Ceader Rapids, IA 52402
(319) 777-0808

Stanley J. Schuring

CFP®

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

Financial Advisor serving Iowa and the surrounding communities.

Schuring & Uitermarkt PC

916 W 16th St
Pella, IA 50219
(641) 628-4521

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

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

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

Deniz T. Franke

CFP®

Senior Financial Advisor

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

Financial Advisor serving Iowa and the surrounding communities.

Ameriprise Financial Franke Miller Group

2600 Westown Pkwy, Ste 210
West Des Moines, IA 50266
(515) 309-0043

Brian M. McKibban

CFP® MBA

Senior Wealth 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.

CliftonLarsonAllen Wealth Advisor

5550 Wild Rose Lane, Suite 300
West Des Moines, IA 50266
(515) 346-3631

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) 249-7082

Wayne E. Johnson

CFP®

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Syverson Strege

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

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

Nick B. Capobianco

CFP®

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

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

VisionPoint Advisory Group

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

Kevin A. Shires

CFP®, ChFC, CFA

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

Financial Advisor serving Iowa and the surrounding communities.

D.M. Kelly & Company

3900 Ingersoll Ave0, Ste 300
Des Moines, IA 50312
(515) 221-1133

Tim A. Roemmich

CFP®

Financial Analyst

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Syverson Strege

4125 Westown Pkwy, # 104
West Des Moines, IA 50266
(515) 225-6000 x101

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

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.

5900 Saratoga Road, Suite 7
Asbury, IA 52002
(866) 531-7198
(563) 690-0727

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

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

Jason M. Soland

CFP®, APMA, LUTCF

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Decorah Bank & Trust

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

Decorah Bank & Trust

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

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

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

4851 Lakewood Dr.
Cedar Rapids, IA 52411
(319) 362-2149 x116

Telford A. Lodden

CPA, CFP®, CVA, ABV

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

Financial Advisor serving Iowa and the surrounding communities.

Brooks Lodden, P.C.

1441 29th St, Ste 305
West Des Moines, IA 50266-1357
(515) 223-7300

Johnne D. Syverson

CFP®, AEP, CAP®

Senior Financial Planner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Syverson Strege

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

Erin Freund

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Iowa and the surrounding communities.

P.O. Box 478, 603 Poplar Street
Atlantic, IA 50022
(712) 243-2466
CONNECT WITH Erin
  • facebook link
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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.

Legacy Financial Group

6000 Grand Ave, Suite B
Des Moines, IA 50312
(800) 616-4392
(515) 255-3306

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

4144 Golf Street NE
Cedar Rapids, IA 52402
CONNECT WITH Bryan
  • linkedin link

Larry K. Fox

CFP®, CLU, ChFC

Private Wealth Advisor

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

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

Ameriprise Financial Services, Inc.

1055 Longfellow Dr, Suite A
Hiawatha, IA 52233

Ameriprise Financial Services, Inc.

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