Financial advisors in Davenport, IA

188 advisors · page 3 of 7

Cody Williams
Financial advisor at Wealthspan Partners, LLC
Wealthspan Partners, LLC · $451.1M AUM
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Cory Huff
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Dale Goodmundson
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Daniel Laubenthal
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Daniel Timmons
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Darrell Henricksen
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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David Borcherding
Financial advisor at Quad-Cities Investment Group, LLC
Quad-Cities Investment Group, LLC · $425.5M AUM
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David Coiner
Financial advisor at Nations Financial Group, Inc.
Nations Financial Group, Inc. · $4.77B AUM
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David Waugh
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
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Denise Church
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Dennis Duffy
Financial advisor at Abundance Financial Coaching, LLC
Abundance Financial Coaching, LLC
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Donald Bradley
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Donald Stanforth
Financial advisor at Investment Consulting Group Inc
Investment Consulting Group Inc · $2.84B AUM
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Emanuel Mathews
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Eric Sommers
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Frederick Palen
Financial advisor at Palen Financial LLC
Palen Financial LLC · $39.8M AUM
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Gary Garrett
Financial advisor at Transamerica Retirement Advisors, LLC
Transamerica Retirement Advisors, LLC · $18.83B AUM
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George Volrath
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Glenn Hanzelin
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
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Gregory Bauer
Financial advisor at Quad City Investment Center
Quad City Investment Center · $408M AUM
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Gregory Poterack
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Heidi Parkhurst
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Isaac Shaw
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Jacob Timm
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jaime Ragins
Financial advisor at Gradient Advisors, LLC
Gradient Advisors, LLC · $289.3M AUM
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James Rathje
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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James Wegener
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Javier Gonzalez
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Jessica Oelmann
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Joche Gauley
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T 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 Davenport, 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 Davenport, IA.

How this list works

Before you hire an advisor in Davenport, IA