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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

42 Seventh Ave. SW, Suite 102
Cedar Rapids, IA 52404
(855) 862-8040
(319) 739-1315
Contact Me

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 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

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
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

Bryan J. Knudson

CFP®

Senior Financial Advisor

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

6105 Rockwell Drive NE, Ste A1
Cedar Rapids, IA 52402
(319) 826-1898
CONNECT WITH Bryan
  • linkedin link
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

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 Contact Me

Johnne D. Syverson

CFP®, AEP, CAP®

Partner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Syverson Strege & Company

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

Jean Mote

CFP®

Co-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.

Mote Wealth Management, LLC

1202 Dina Ct, Suite B
Hiawatha, IA 52233
(877) 814-0920
(319) 393-4020
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
  • linkedin link
Contact Me

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 Contact Me

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.

Spectrum Advisory Services

3705 Grand Ave
Des Moines, IA 50312
(800) 616-4392
(515) 255-3306
Contact Me

Erin Mock

CFP®

Specialties: Comprehensive Financial Planning

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

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 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

Merriam Rink

CFP®

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

Financial Advisor serving Iowa and the surrounding communities.

Peters & Marcek

2435 Kimberly Rd
Bettendorf, IA 52722
(563) 345-6316 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

David M. Nelson

CFP®

President

Specialties: Charitable & Planned Giving, Investment Management, Estate Planning, 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

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.

4400 Westown Pkwy, Ste 301
West Des Moines, IA 50266
(515) 223-9200 Contact Me

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 Contact Me

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

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

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

Wayne E. Johnson

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning

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

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

Fredrick A. Bell

CFA, CFP®

President

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

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

Bellwether Financial Advisors

4090 Westown Pkwy, Suite 102
W Des Moines, IA 50266
(515) 457-7849 Contact Me

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 Contact Me

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
(888) 300-7844
(319) 230-3953
Contact Me

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
Contact Me