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76 Financial Planners in Iowa
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Steven L. Kane

CFP®, CPA/PFS

President

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Kane Company, P.C.

5526 NW 86th St, Suite A
Johnston, IA 50131
(515) 270-2727
CONNECT WITH Steven
  • twitter link

Christine M. Korte

MBA,CFP®,CLTC®,APMA®

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

1200 Valley West Drive, Suite 608
West Des Moines, IA 50266
(800) 353-8269
+1 More Number
(515) 223-1790
CONNECT WITH Christine
  • facebook link
  • linkedin link

Brian J. Nikulski

CFP®

President

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Nikulski Financial, Inc.

3289 Utica Ridge Rd
Bettendorf, IA 52722
(888) 344-0118
+1 More Number
(563) 344-0118
CONNECT WITH Brian
  • facebook link
  • twitter 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.

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
+ 1 More Address

LPL Financial

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

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.

Busbee Wealth Strategies, LLC

1918 Saint Andrews CT NE.
Ceader Rapids, IA 52402
(319) 777-0808

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

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
+1 More Number
(319) 362-2149

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

Adam B. Obrecht

CFP®

CEO

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

Commission and Fee Financial Advisor serving 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

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

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

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
+ 1 More Address

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
+1 More Number
(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

Andrew M. Swanson

CFP®

Vice President

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.

Nikulski Financial, Inc.

3289 Utica Ridge Rd
Bettendorf, IA 52722
(888) 344-0118
+1 More Number
(563) 344-0118
CONNECT WITH Andrew
  • facebook link
  • linkedin link

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
+ 1 More Address

Decorah Bank & Trust

202 East Water Street
Decorah, IA 52101
(563) 382-9661

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

Marlis A. Gilbert

MS, CFP®, CDFA

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

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

Gilbert & Cook, Inc.

5058 Grand Ridge Drive
West Des Moines, IA 50265
(515) 270-6444

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

David G. Strege

CFP®, CFA, CKA®

Senior Financial Planner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Syverson Strege

4125 Westown Parkway, # 104
West Des Moines, IA 50266
(888) 925-6555
+1 More Number
(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

Janet R. Beal

CFP®

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

Financial Advisor serving Iowa and the surrounding communities.

Securian Advisors MidAmerica

1327 Boyson Rd
Hiawatha, IA 52233
(319) 730-7526

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
+ 2 More Addresses

AHC Advisors, Inc.

380 South 1st St.
St Charles, IL 60174

AHC Advisors, Inc.

200 W. Madison St
Chicago, IL 60606

Jorie L. Pitt

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Retirement, Sudden Wealth

Fee Only Financial Advisor serving Iowa and the surrounding communities.

AHC Advisors, Inc.

699 Walnut St., Suite 400
Des Moines, IA 50309
+ 2 More Addresses

AHC Advisors, Inc.

380 S. 1st Street
St. Charles, IL 60174

AHC Advisors, Inc.

200 W Madison St.
Chicago, IL 60606

Larry K. Fox

CFP®, CLU, ChFC

Private Wealth Advisor

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

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

Ameriprise Financial

1055 Longfellow Dr, Suite A
Hiawatha, IA 52233
+ 1 More Address

Ameriprise Financial

3404 Midway Dr
Waterloo, IA 50701
(888) 300-7844
+1 More Number
(319) 234-7000
CONNECT WITH Larry
  • facebook link
  • linkedin link

Landis T. Wiley

CFP®

Managing Partner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Basepoint Wealth, LLC

300 Main Street, Suite 325
Dubuque, IA 52001
+ 1 More Address

Basepoint Wealth, LLC

4144 Golf Street NE
Cedar Rapids, IA 52402
CONNECT WITH Landis
  • linkedin link