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Robert M. Heaton

CPA/PFS CFP®

Specialties: 401(k)/403(b)/IRAs, Business Taxes, Asset Allocation, Investment Management, Employee...More

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Cedar Valley Wealth Advisors

411 Viking Rd, Suite A
Cedar Falls, IA 50613
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

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

Integrated Financial Planning, P.C.

450 S. Camino del Rio
Durango, CO 81301
Contact Me

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 Contact Me

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

5000 Westown Parkway, Ste 100
West Des Moines, IA 50266
(877) 453-2302
(515) 453-2300
Contact Me

Douglas H. Arnest

CFP®

President

Specialties: Comprehensive Financial Planning, Sudden Wealth, Special Needs

Fee Only Financial Advisor serving Iowa and the surrounding communities.

360 Financial, LLC

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

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

500 1st Street SE
Cedar Rapids, IA 52401
(855) 862-8040
(319) 739-1315
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

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

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

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

Mark D. McCombs

CFP®

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

Financial Advisor serving Iowa and the surrounding communities.

LSB Wealth Manangement

225 W Viking Rd
Cedar Falls, IA 50613
(319) 266-2397 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

Craig R. Larsen

CFP®, ChFC

President

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

AHC Advisors, Inc.

699 Walnut St., Suite 400
Des Moines, IA 50309

AHC Advisors, Inc.

303 N 2nd St
St Charles, IL 60174
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, PO Box 68
Decorah, IA 52101

Ameriprise Financial Services

903 Commerce Drive 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

414 S. 17th Street, Suite 102
Ames, IA 50010

LPL Financial

1728 Central Avenue
Fort Dodge, IA 50501
(515) 232-0228
CONNECT WITH Shelley
  • linkedin link
Contact Me

Joseph R. Mohrhauser

CFP®

President

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

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

KRP Financial Services, LLC

522 4th St, Ste 200
Sioux City, IA 51101-1620
(712) 258-5550 Contact Me

Matthew Roberts

CFP®

Financial Planner

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

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

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 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

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 Contact Me

Derek R. Lawson

MS, CFP®

Financial Planner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Priority Financial Partners

33454 Timber Hills Dr.
Adel, IA 50003

Priority Financial Partners

143 E. 10th Street
Durango, CO 81301

Priority Financial Partners

609 Highland Ridge Dr. #8305
Manhattan, KS 66503
Contact Me

Christine M. Korte

MBA, CFP®, CLTC

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.

1200 Valley West Dr, Suite 608
West Des Moines, IA 50266-1907
(800) 353-8269
(515) 223-1790
CONNECT WITH Christine
  • facebook link
  • linkedin link
Contact Me

Brian J. Nikulski

CFP®

President

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Nikulski Financial, Inc.

3289 Utica Ridge Rd
Bettendorf, IA 52722
(563) 344-0118 Contact Me

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 Contact Me

Nolan B. Vosler

CFP®

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

Financial Advisor serving Iowa and the surrounding communities.

LPL Financial

914 Sixth Ave
De Witt, IA 52724
(563) 659-5139 Contact Me

Sylvia Brim

CFP®, CPA

Financial Planner

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

Financial Advisor serving Iowa and the surrounding communities.

Retirement Planning Associates

1660 42nd St NE, Ste R
Cedar Rapids, IA 52402
(319) 366-8866 x 11 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
  • twitter link
Contact Me

Philip M. Kruzan, Sr.

CFP®

Director of Financial Planning

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

Financial Advisor serving Iowa and the surrounding communities.

Foster Group, Inc.

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