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Robert M. Heaton

CPA/PFS CFP®

Specialties: 401(k)/403(b)/IRAs, Business Taxes, Asset Allocation, Investment Management, Employee...More

Fee Only Financial Advisor serving Iowa and the surrounding communities.

Cedar Valley Wealth Advisors

411 Viking Rd, Suite A
Cedar Falls, IA 50613
(319) 266-6507

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.

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

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

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

Aaron M. Schomer

CFP®

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.

Choreo LLC

400 Locust St, Ste 640
Des Moines, IA 50309-2372
(515) 310-1158

Deniz T. Franke

CFP®

Senior Financial Advisor

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

Financial Advisor serving Iowa and the surrounding communities.

Ameriprise Financial Franke Miller Group

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

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

Wayne E. Johnson

CFP®

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

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

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

David M. Nelson

CFP®, CLU, ChFC®

President

Specialties: Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits,...More

Financial Advisor serving Iowa and the surrounding communities.

NelsonCorp Wealth Management

880 13th Ave N
Clinton, IA 52732-5116
(563) 242-9042

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

Matthew Roberts

MFM, CFP®, CAP®

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.

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

Bryan J. Knudson

CFP®

Senior Wealth Advisor

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

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

Joshua J. Katcher

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

6919 Chancellor Dr, Ste A
Cedar Falls, IA 50613-6926

Ameriprise Financial

1055 Longfellow Dr
Hiawatha, IA 52233
(319) 260-7000
CONNECT WITH Joshua
  • facebook link
  • linkedin link

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

Frank I. Kintzle

CFP®, ChFC, CLU

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Financial Advisor serving Iowa and the surrounding communities.

Principal Financial Group

4851 Lakewood Dr.
Cedar Rapids, IA 52411
(319) 360-9541

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.

BerganKDV, 12100 Meredith Dr Suite 200
Urbandale, IA 50323
(515) 727-5700

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
  • 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

Laura Nilius

CPA, CFP®, CDFA®,

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) 346-3681

Benjamin Geiger

CFP®

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

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

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

300 Main Street, Suite 325
Dubuque, IA 52001

Basepoint Wealth, LLC

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