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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

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

Steven E. Peters

CFP®

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

Financial Advisor serving Iowa and the surrounding communities.

Ameriprise Financial Adv

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

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

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

6105 Rockwell Drive NE
Cedar Rapids, IA 52402
CONNECT WITH Bryan
  • linkedin link

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 & Company

4125 Westown Pkwy, # 104
West Des Moines, IA 50266
(515) 225-6000 x101

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
(800) 347-9511
(712) 623-5726

David M. Olson

CFP®

Private Wealth 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
(888) 382-2111
(563) 382-2111

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

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

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

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

200 2nd Ave SE
Cedar Rapids, IA 52401-1214
(319) 362-2149 x116

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

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

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

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

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

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

David Harkin

CFP®

Owner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Fort Des Moines Financial Services

2 E Army Post Rd
Des Moines, IA 50315
(515) 285-4529

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

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

Stanley J. Schuring

CFP®

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

Financial Advisor serving Iowa and the surrounding communities.

Schuring & Uitermarkt PC

916 W 16th St
Pella, IA 50219
(641) 628-4521

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

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

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

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

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

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

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

Walt P. Mozdzer

CFP®

Lead Advisor

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Foster Group, Inc.

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