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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

Carrie Houchins-Witt

CFP®, EA

Owner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Carrie Houchins-Witt Tax & Financial Services

1303 5th Street, Suite 207
Coralville, IA 52241
(319) 358-2854

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

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

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

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

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) 230-3953
CONNECT WITH Larry
  • facebook link
  • linkedin link

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

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

David G. Strege

CFP®, CFA, CKA

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) 225-6000

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

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

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

Marlis A. Gilbert

MS, CFP®, CDFA

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

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

Gilbert & Cook, Inc.

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

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

Deniz T. Franke

CFP®

Senior Financial Advisor

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

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

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

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

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

3404 Midway Dr
Waterloo, IA 50701

Ameriprise Financial

1055 Longfellow Dr
Hiawatha, IA 52233
(888) 300-7844
(319) 234-7000
CONNECT WITH Joshua
  • facebook link
  • linkedin link

Jerit P. Tripp

CFP® CRPS® CWS®

Advisor

Specialties:

Financial Advisor serving Iowa and the surrounding communities.

Gilbert & Cook, Inc.

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

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

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

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

Jorie L. Pitt

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Retirement, Sudden Wealth

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.

380 S. 1st Street
St. Charles, IL 60174

AHC Advisors, Inc.

200 W Madison St.
Chicago, IL 60606

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

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

Linda S. Lundstrom Cook

CFP®

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

Financial Advisor serving Iowa and the surrounding communities.

Gilbert & Cook, Inc.

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

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

Brian E. Power

CFP®, CRPC

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

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