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Bryan J. Knudson

CFP®

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

6105 Rockwell Drive NE, Ste A1
Cedar Rapids, IA 52402
(866) 299-1628
(319) 378-7405
Contact Me

Jerit Tripp

CFP® CRPS®

Specialties:

Financial Advisor serving Iowa and the surrounding communities.

Gilbert & Cook, Inc.

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

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
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Landis T. Wiley

CFP®

Financial Advisor

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

Financial Advisor serving Iowa and the surrounding communities.

Ameriprise Financial Services Inc

6105 Rockwell Drive NE, Suite A1
Cedar Rapids, IA 52402
(319) 378-7405
CONNECT WITH Landis
  • linkedin link
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David G. Strege

CFP®, CFA

Senior Fee-Only Financial Planner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Syverson Strege & Company

4125 Westown Parkway, # 104
West Des Moines, IA 50266
(888) 925-6555
(515) 556-3302
Contact Me

Lance D. Gunkel

CFP®, CFA

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.

Syverson Strege & Company

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

Adam B. Obrecht

CFP®

Owner

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

Commission and Fee Financial Advisor serving 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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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

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

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

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 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

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

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

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

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

Aaron D. Sannes

CFP®, ChFC

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

3404 Midway Dr
Waterloo, IA 50701
(888) 300-7844
(319) 234-7000
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

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 52233-2210
(319) 378-1074 Contact Me

Erik L. Severson

CFP®

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

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

Wealth Enhancement Group

1055 Jordan Creek Pkwy, Ste 224
West Des Moines, IA 50266
(800) 492-1222
(515) 222-0602
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

821 Grove Street
Cedar Falls, IA 50613
(319) 573-3079 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

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

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

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

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

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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