Financial advisors in Cedar Rapids, IA

461 advisors · page 4 of 16

Barry Frantz
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
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Becky Groves
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Benjamin Young
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Beverly Kimball
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Blair Shepherd
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Blake Chance
Financial advisor at Cedar Point Capital Partners, LLC
Cedar Point Capital Partners, LLC · $248.1M AUM
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Brad Lagrange
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Bradley Becker
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Bradley Parsons
Financial advisor at Raindrop Financial, Inc
Raindrop Financial, Inc
Verified
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Brandon Rude
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Brennen Dorighi
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Brent Stricklett
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
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Brent Verwers
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Bret Niemuth
Financial advisor at Beacon Capital, LLC
Beacon Capital, LLC · $278.3M AUM
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Brian Bock
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Brian Corrigan
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Brian Hackett
Financial advisor at Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLC · $2.11B AUM
Verified
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Brian McCauley
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Brian Rolland
Financial advisor at Btc Capital Management
Btc Capital Management · $4.6B AUM
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Bridget Meier
Financial advisor at Cedar Point Capital Partners, LLC
Cedar Point Capital Partners, LLC · $248.1M AUM
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Brock Noel
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
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Broderick Robinson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Bruce Western
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
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Byron Matysek
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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Calista Bergstrom
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Carol Mayhart
Financial advisor at Nations Financial Group, Inc.
Nations Financial Group, Inc. · $4.77B AUM
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Carter Valentine
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Casey Mushrush
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Casie Sparks
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Chadwic Sarsfield
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B 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