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Michael H. Hefner

CFP®

President 67.35 Miles

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

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Hefner Financial, Inc.

1415 28th St, Ste 335
West Des Moines, IA 50266
(515) 327-5450 EXT 1

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

Chad P. Tramp

CFP®

73.28 Miles

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

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

XMC Wealth Management

PO Box 222
Ankeny, IA 50021
CONNECT WITH Chad
  • linkedin link

Michael D. Guilliatt

CFP®, CLU, CASL

76.95 Miles

Specialties: Comprehensive Financial Planning, Estate Planning, Retirement, Long-term Care

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

American IRA Advisor/Guilliatt & Associates

630 North D St
Fremont, NE 68025
(402) 727-4845

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

Elizabeth A. Williams

CFP®

Financial Advisor 54.52 Miles

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

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

Estate & Wealth Planning Inc.

5801 Mark St
Papillion, NE 68133
(402) 331-1429
CONNECT WITH Elizabeth
  • facebook link
  • linkedin link
  • youtube link

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

Bruce A. Zirpel

CFP®, MBA

Managing Member 61.22 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.

Financial Results Group, LLC

1819 N. 169th Plaza, Suite B
Omaha, NE 68118
(402) 505-3670

Wayne E. Johnson

CFP®

66.37 Miles

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

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

Dennis L. Markway

CFP®

President 68.59 Miles

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

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

Iron Horse Wealth Management, LLC

8711 Windsor Parkway, Suite 4
Johnston, IA 50131
(866) 201-8305

Nick B. Capobianco

CFP®

67.53 Miles

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

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

Wealth Advisors of Iowa

1601 West Lakes Pkwy, Ste 200
West Des Moines, IA 50266-8230
(515) 974-4571

Barbara Rizvi

ChFC, CFP®

59.05 Miles

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

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

FNBO

14010 FNB Parkway, Suite 200
Omaha, NE 68197
(402) 602-8757

Michael Egermier

CFP®

60.72 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.

Egermier Wealth Management Group

15606 Elm St, Ste 103
Omaha, NE 68130
(402) 861-9696
CONNECT WITH Michael
  • linkedin link

Chet R. Bennetts

CFP®, ChFC®, CLF®

Adjunct Professor/Doctoral Student 97.36 Miles

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

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

The American College of Financial Services

12121 W Denton Rd
Denton, NE 68339-3316

Erik L. Severson

CFP®

63.77 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset...More

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

Wealth Enhancement Group

1055 Jordan Creek Pkwy, Ste 224
West Des Moines, IA 50266
(800) 492-1222
+1 More Number
(515) 222-0602

Douglas H. Arnest

CFP®

Founder & CEO 63.8 Miles

Specialties: Comprehensive Financial Planning, Sudden Wealth, Special Needs

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

360 Financial, LLC

3307 146th St
Urbandale, IA 50323
(866) 360-3609
+1 More Number
(415) 592-5812

Dwight A. Lydic

MBA, CFP®, RFC

Financial Planner 52.95 Miles

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving,...More

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

3209 Campbell Ct
Bellevue, NE 68123
(531) 299-8007

Brett Landstrom

CFP®

Sr. Wealth Advisor 55.77 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.

Mercer Advisors

Mercer Advisors, 1200 17th Street
Denver, CO 80202
(888) 355-2151
+1 More Number
(720) 805-3714

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

William Patrick Mulcahy, III

CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™ 64.82 Miles

Specialties: 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment...More

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

MASSMUTUAL

5550 Wild Rose Ln, Ste 100
West Des Moines, IA 50266-5351
(515) 457-3325

Jason J. Kane

CFP®

Wealth Manager 68.54 Miles

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

Financial Advisor serving Atlantic, Iowa and the surrounding communities.

Kane Company Wealth Management, Inc.

8831 Thomas Avenue, Suite 200
Johnston, IA 50131
5152702727
CONNECT WITH Jason
  • twitter link
  • linkedin link

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

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

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

Curtis LeValley

CFP® RICP®

97 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.

LeValley Wealth Management

6215 S 44th
Lincoln, NE 68516
CONNECT WITH Curtis
  • facebook link

Reuben J. Brauer

CFP®

Partner, Senior Financial Planner 50.19 Miles

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

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

Cornerstone Financial Group, LLC

11225 Davenport St Ste 102
Omaha, NE 68154
+ 1 More Address

Cornerstone Financial Group, LLC

501 S Cherry St Ste 1100
Denver, CO 80246
(800) 991-5195
+1 More Number
(402) 758-0700
CONNECT WITH Reuben
  • linkedin link

Shelley K. Magnani

MS, CFP®

Registered Principal 87.56 Miles

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

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

LPL Financial

1728 Central Avenue
Fort Dodge, IA 50501
+ 1 More Address

LPL Financial

414 S. 17th Street
Ames, IA 50010
CONNECT WITH Shelley
  • linkedin link