Financial advisors in Clive, IA

95 advisors · page 2 of 4

Dan McPhail
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Dana Weir
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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David Gray
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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David Haas
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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David Lorbiecki
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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David Olberding
Financial advisor at Weis Advisory
Weis Advisory · $225.6M AUM
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Derek Justice
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Elizabeth Webb
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Geoffrey Lamb
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Grant Lair
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Hiller Olsen
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Jackson Williams
Financial advisor at Principal Advised Services
Principal Advised Services · $1.42B AUM
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Jacob Gaskell
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Jacob Reis
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
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James Brown
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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James Miller
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Jason Keiter
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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John Fisher
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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John Gilliland
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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John Metz
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Joshua Hildman
Financial advisor at Weis Advisory
Weis Advisory · $225.6M AUM
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Joshua Mohr
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Joyce Brady
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kevin Bannister
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Kirk Abrahamson
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Lucas Bonstrom
Financial advisor at Mutual of Omaha Investor Services, Inc.
Mutual of Omaha Investor Services, Inc. · $32M AUM
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Lucas Itzen
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Lucas Trainor
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Luke Devenney
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Luke Terhark
Financial advisor at Mutual of Omaha Investor Services, Inc.
Mutual of Omaha Investor Services, Inc. · $32M 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 Clive, 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 Clive, IA.

How this list works

Before you hire an advisor in Clive, IA