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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
  • twitter link

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

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

Ed McGill

CFP®, RICP®, AEP®

Co-Founder and Partner

Specialties:

Financial Advisor serving Iowa and the surrounding communities.

McGill Junge Wealth Management

2414 128th St
Urbandale, IA 50323
(515) 777-3838

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

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

Steven C. Odegaard

CFP®, CLU®, ChFC®

Specialties:

Financial Advisor serving Iowa and the surrounding communities.

Principal Financial Group

200 2nd Ave SE
Cedar Rapids, IA 52401-1241
(800) 253-7991
(319) 362-2149

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

111 East Grand Ave, Suite 412
Des Moines, IA 50309
(515) 284-1011

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

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

Kevin A. Keane

CFP®,CLTC,RICP,BFA

Partner

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

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

Keane & Associates

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

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

Wayne A. Fry

CFP®

Financial Advisor

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

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

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

Miller Financial Group, Inc.

2211 Capehart Rd
Bellevue, NE 68123-2164
(800) 347-9511
(712) 623-5726
CONNECT WITH Daniel
  • facebook link
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  • linkedin link
  • youtube link

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

Andrew M. Swanson

CFP®

Vice President

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.

Nikulski Financial, Inc.

3289 Utica Ridge Rd
Bettendorf, IA 52722
(888) 344-0118
(563) 344-0118
CONNECT WITH Andrew
  • facebook link
  • linkedin link

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

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.

3404 Midway Dr
Waterloo, IA 50701

Ameriprise Financial Services, Inc.

1055 Longfellow Dr
Hiawatha, IA 52233
(888) 300-7844
(319) 230-3953
CONNECT WITH Larry
  • facebook link
  • 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

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

Erin Mock

CFP®

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Syverson Strege

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

Landis T. Wiley

CFP®

Managing Partner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Basepoint Wealth, LLC

4144 Golf Street NE
Cedar Rapids, IA 52402

Basepoint Wealth, LLC

300 Main Street
Dubuque, IA 52001
(319) 826-1898
CONNECT WITH Landis
  • linkedin link

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
CONNECT WITH Aaron
  • facebook link
  • linkedin link

Janet R. Beal

CFP®

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

Financial Advisor serving Iowa and the surrounding communities.

Securian Advisors MidAmerica

1327 Boyson Rd
Hiawatha, IA 52233
(319) 730-7526

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

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