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67 Financial Planners near Atlantic, Iowa
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Steven L. Kane

CFP®, CPA/PFS, CDFA®

President 68.53 Miles

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

Fee Only Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Kane Company Wealth Management, Inc.

8831 Thomas Avenue, Suite 200
Johnston, IA 50131
(515) 270-2727
CONNECT WITH Steven
  • twitter link

Frank Mokosak

CFP® CAP

Financial Advisor 66.92 Miles

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

Financial Advisor serving Atlantic, 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 63.03 Miles

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

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

Financial Partners Group, Inc.

7601 Office Plaza Dr N, Ste 126
West Des Moines, IA 50266-2338
(515) 223-9200

Nathan R. LeGrand

CFP®

55.52 Miles

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

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

9850 Nicholas St., Suite 350
Omaha, NE 68114
(402) 597-9229

Thomas C. Powers

CFP®, CLU,ChFC,CMFC

62.87 Miles

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

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

300 South Monroe Street, #612
Denver, CO 80209
(804) 495-7756

Kevin Deaver

CFP®

Investment Representative 92.58 Miles

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

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

Cornhusker Wealth

8310 O St
Lincoln, NE 68510
(402) 434-9331

Jeffrey D. Sharp

JD, MBA, CFP®

Senior Advisor 56.93 Miles

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

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

HUB International Great Plains

11516 Miracle Hills Dr
Omaha, NE 68154
(800) 288-5501
+1 More Number
(402) 676-3382

Linda S. Lundstrom Cook

CFP®

69.7 Miles

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

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Gilbert & Cook, Inc.

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

Bob Bennie

CFP®, MBA

98.72 Miles

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

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

Bob Bennie Wealth Management Inc.

1601 Old Cheney Rd
Lincoln, NE 68512
(402) 421-2626
CONNECT WITH Bob
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Ed McGill

CFP®, RICP®, AEP®

Co-Founder and Partner 65.12 Miles

Specialties:

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

McGill Junge Wealth Management

12289 Stratford Dr
Clive, IA 50325-8147
15157773835

Fredrick A. Bell

CFA, CFP®

President 66.36 Miles

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

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

Bellwether Financial Advisors

1001 Office Park Rd, Ste 301
West Des Moines, 50265
(515) 457-7849

Aaron M. Schomer

CFP®

Principal & Senior Wealth Advisor 73.28 Miles

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

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

Compound Planning

500 Locust St, PMB 115
Des Moines, IA 50309
(515) 293-4740

Deniz T. Franke

CFP®

Senior Financial Advisor 67.42 Miles

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

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Ameriprise Financial Franke Miller Group

2600 Westown Pkwy, Ste 210
West Des Moines, IA 50266
(515) 309-0043

Brian M. McKibban

CFP® MBA

Principal 64.82 Miles

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

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

CLA Wealth Advisors

801 GRAND AVE, Suite 3900
Des Moines, IA 50309-8009
(515) 346-3631

Robert J. Rossi

CFP® ChFC®

Financial Planner 92.69 Miles

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

Fee Only Financial Advisor serving Atlantic, Iowa and the surrounding communities.

R² Wealth Management Partners

8101 O Street, Suite 301
Lincoln, NE 68510
(402) 489-9375
CONNECT WITH Robert
  • linkedin link

Guy D. Strevey

CLU, ChFC, CFP®

56.85 Miles

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

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Guy Strevey & Associates, Inc

11422 Miracle Hills Dr, Suite 202
Omaha, NE 68154
(800) 773-0253
+1 More Number
(402) 493-0253

Adam B. Obrecht

CFP®

CEO 66.5 Miles

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

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

AO Wealth Advisory

2570 106th Street, Suite A
Urbandale, IA 50322
(515) 224-7849
CONNECT WITH Adam
  • facebook link
  • twitter link
  • linkedin link

Craig D. Korkow

CFP®, CRPC®

50.24 Miles

Specialties:

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Merrill Lynch

13321 California St, Ste 200
Omaha, NE 68154
(402) 496-5127

Stephen M. Houg

CFP®, CKA®

Partner 66.91 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Estate...More

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

Guide Financial Group

2900 100th St Ste 301
Urbandale, IA 50322-3855
(515) 974-4564

Matthew Roberts

MFM, CFP®, CAP®

Financial Planner 66.37 Miles

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

Financial Advisor serving Atlantic, 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 66.54 Miles

Specialties:

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Gilbert & Cook, Inc.

5058 Grand Ridge Drive, suite 100
WDM, IA 50265-5720
(515) 270-6444

David Harkin

CFP®, CLU, ChFC®

Owner 73.08 Miles

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

Fee Only Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Des Moines Investments

2 E Army Post Rd
Des Moines, IA 50315
(515) 777-1149

Jon J. Sevenker

CFP®

Senior Advisor/Principal 97.9 Miles

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

Fee Only Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Pittenger & Anderson, Inc.

5533 S 27th St, Suite 201
Lincoln, NE 68512
(402) 328-8800
CONNECT WITH Jon
  • twitter link
  • linkedin link

Ethan Gascho

CFP®

Financial Analyst 66.37 Miles

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

Fee Only Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Foster Group, Inc.

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

Mike Murkins

CFP®

Associate Financial Planner 66.37 Miles

Specialties: Charitable & Planned Giving, Estate Planning, Insurance, Long-term Care, Personal Taxes

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Syverson Strege

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

Lance Knaack

CFP®

Associate Financial Planner 66.37 Miles

Specialties:

Fee Only Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Syverson Strege

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

Ryan Campbell Kent

CFP®

Financial Advisor 87.34 Miles

Specialties:

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Edward Jones

1411 1st Ave S
Fort Dodge, IA 50501-4950
(515) 576-2771

Cameron Pietzsch

CFP®

66.37 Miles

Specialties: Budget & Debt Management, Charitable & Planned Giving, Asset Allocation, Investment...More

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Syverson Strege

4125 Westown Parkway, Suite 104
West Des Moines, IA 50266

Jennifer Scheck

CFP®

66.37 Miles

Specialties:

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Syverson Strege

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

Damian Beard

CFP®, CKA®, MBA

Associate Financial Planner 66.37 Miles

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

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Syverson Strege

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