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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

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.

15253 Woodcrest Drive
Clive, IA 50325
(515) 223-9200

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

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

414 S. 17th Street, Suite 102
Ames, IA 50010

LPL Financial

1728 Central Avenue
Fort Dodge, IA 50501
(515) 232-0228
CONNECT WITH Shelley
  • linkedin link

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

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.

5058 Grand Ridge Drive, Ste 100
WDM, IA 50265
(515) 270-6444

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

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

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

4510 Chadwick Rd
Cedar Falls, IA 50613
(319) 277-2020

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

Kevin A. Shires

CFP®, ChFC, CFA

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

Financial Advisor serving Iowa and the surrounding communities.

D.M. Kelly & Company

3900 Ingersoll Ave0, Ste 300
Des Moines, IA 50312
(515) 221-1133

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

Jason L. Gunkel

CFP®, CFA®

Financial Planner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Syverson Strege

4125 Westown Parkway, #104
West Des Moines, IA 50266
(515) 225-6000
CONNECT WITH Jason
  • linkedin link

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

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

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

4144 Golf Street NE
Cedar Rapids, IA 52402

Basepoint Wealth

300 Main Street Ste. 325
Dubuque, IA 52001
(319) 826-1898
CONNECT WITH Bryan
  • 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

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

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

Tyler Conley

CFP®, MBA

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Syverson Strege

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

Johnne D. Syverson

CFP®, AEP, CAP®

Senior Financial Planner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Syverson Strege

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

Laura Nilius

CPA, CFP®

Associate Wealth Advisor

Specialties: Comprehensive Financial Planning

Financial Advisor serving Iowa and the surrounding communities.

CliftonLarsonAllen

5500 Wild Rose Lane, Suite 300
West Des Moines, IA 50266
(515) 250-7158

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

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

Craig R. Larsen

CFP®, ChFC

President

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

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 South 1st St.
St Charles, IL 60174

AHC Advisors, Inc.

200 W. Madison St
Chicago, IL 60606