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James W. Tausz

CFP®

President

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

Financial Advisor serving Iowa and the surrounding communities.

The Bradford Financial Center

215 N Main St
Clarion, IA 50525-1439
1-800-348-4419

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.

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

Lance D. Gunkel

CFP®, CFA

Managing Director

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

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

Brian M. McKibban

CFP® MBA

Principal

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

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

CLA Wealth Advisors

5550 Wild Rose Lane, Suite 300
West Des Moines, IA 50266
(515) 346-3631

Wesley J. Hilleshiem

MBA, CTFA, CFP®

Trust Officer

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

BankIowa

2701 Edgewood Pkwy SW
Cedar Rapids, IA 52404
(319) 249-7082

Laura K. West

CFP®, RICP®, CPA

Managing Partner and Senior Planner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

West Financial Advisors, LLC

111 East Grand Ave, Suite 412
Des Moines, IA 50309
(515) 284-1011

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

Adam B. Obrecht

CFP®

CEO

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

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

Kevin A. Keane

CFP®,CLTC,RICP,BFA

Partner

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

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

Keane & Associates

325 W 7th St
Sioux City, IA 51103
1-877-893-1350
(712) 258-8600

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
(563) 690-0727

Jerit P. Tripp

CFP® CRPS® CWS®

Advisor

Specialties:

Financial Advisor serving Iowa and the surrounding communities.

Gilbert & Cook, Inc.

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

Jordan Alborn

CFP®

Financial Advisor

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.

Ameriprise Financial Services, LLC

6919 Chancellor Dr Ste A
Cedar Falls, IA 50613
(319) 260-7000
CONNECT WITH Jordan
  • twitter link

Douglas H. Arnest

CFP®

President

Specialties: Comprehensive Financial Planning, Sudden Wealth, Special Needs

Fee Only Financial Advisor serving Iowa and the surrounding communities.

360 Financial, LLC

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

David Harkin

CFP®, CLU, ChFC®

Owner

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Des Moines Investments

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

Kyle A. Rasmussen

CFP® APMA®

Financial Planner

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.

LSB Wealth Management

508 Main Street
Reinbeck, IA 50669
(319) 788-4304
CONNECT WITH Kyle
  • facebook link
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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

Landis T. Wiley

CFP®

Partner, Director of Business Development

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

4144 Golf Street NE
Cedar Rapids, IA 52402

Basepoint Wealth, LLC

300 Main Street
Dubuque, IA 52001
(319) 826-1898
CONNECT WITH Landis
  • linkedin link

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
(515) 225-6000

Stoy T. Hall

CFP®

Owner/Senior Wealth Advisor

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

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Black Mammoth

4949 Pleasant St, Suite 204
West Des Moines, IA 50266
(402) 699-5345

William Patrick Mulcahy, III

CFP®, ChFC®, CLU®

Managing Associate

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation,...More

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

MASSMUTUAL

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

Mike Murkins

CFP®

Associate Financial Planner

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

Financial Advisor serving Iowa and the surrounding communities.

Syverson Strege

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

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.

6919 Chancellor Dr, Ste A
Cedar Falls, IA 50613-6926
(319) 260-7000
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

Managing Director

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

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

Mission Wealth

699 Walnut St., Suite 400
Des Moines, IA 50309

Mission Wealth

380 South 1st St.
St Charles, IL 60174

Mission Wealth

4029 Cheever St
Franklin, TN 37064-1884

Jorie L. Pitt

CFP®

Client Advisor

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

Financial Advisor serving Iowa and the surrounding communities.

Mission Wealth Management

699 Walnut St., Suite 400
Des Moines, IA 50309

Mission Wealth Management

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

Mission Wealth Management

200 W Madison St.
Chicago, IL 60606
CONNECT WITH Jorie
  • facebook link
  • linkedin link