Financial advisors in Cedar Rapids, IA

438 match · page 3 of 15

Adam Springer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Alexandra Mickelson
Financial advisor at Lunea Wealth Management
Lunea Wealth Management
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Alison Veldhuizen
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Allikan Martens
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Allison Dirks
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Amanda Lane
Financial advisor at Cetera Planning Partners
Cetera Planning Partners · $4.16B AUM
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Amber Hunt
Financial advisor at Basepoint Wealth, LLC
Basepoint Wealth, LLC · $883.8M AUM
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Amber Koutny
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
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Amber Paulsen
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
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Amy Lee
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Andrew Bass
Financial advisor at Nations Financial Group, Inc.
Nations Financial Group, Inc. · $4.77B AUM
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Andrew Christofferson
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Andrew Feyerabend
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Andrew Haase
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Andrew Johnson
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Andrew Laws
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
Verified
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Andrew McCloskey
Financial advisor at Nations Financial Group, Inc.
Nations Financial Group, Inc. · $4.77B AUM
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Andrew Pudenz
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
Verified
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Andrew Sadler
Financial advisor at Nations Financial Group, Inc.
Nations Financial Group, Inc. · $4.77B AUM
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Andrew Schaad
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
Verified
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Andrew Verhille
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
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Andrew Wooldridge
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Ann Johnson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Aretha Ryan
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Arthur Jackson
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Arthur Salmon
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Austin Banks
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Austin Francis
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Austin Lackey
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Barry Frantz
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Cedar Rapids, IA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Cedar Rapids, IA.

How this list works

Before you hire an advisor in Cedar Rapids, IA