Financial advisors in Davenport, IA

188 advisors · page 4 of 7

Joel Hanson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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John Moran
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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John Parkhurst
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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John Rock
Financial advisor at Matheson & Rock Wealth Management, LLC
Matheson & Rock Wealth Management, LLC · $530M AUM
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John Timmons
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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John Tinsman
Financial advisor at Aot Invest LLC
Aot Invest LLC · $102.6M AUM
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Jon Thoms
Financial advisor at Friday Financial
Friday Financial · $409.3M AUM
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Jonathan Rasler
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Joseph Adam
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Joseph Chambers
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Kathleen Kehoe
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Kelly Bramer
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Kelly Keeney
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Kraigg Knary
Financial advisor at Mwa Financial Services, Inc.
Mwa Financial Services, Inc. · $640M AUM
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Kyle Dadisman
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Larry Pozzi
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Laura Genis
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Laura Swift
Financial advisor at Quad-Cities Investment Group, LLC
Quad-Cities Investment Group, LLC · $425.5M AUM
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Lawson Leahr
Financial advisor at 210 Financial
210 Financial · $242.8M AUM
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Lillie Huhndorf
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Linda Holmberg
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Lisa Adams
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Lucas Dengler
Financial advisor at Alphastar Capital Management
Alphastar Capital Management · $2.5B AUM
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Luke Jennings
Financial advisor at Matheson & Rock Wealth Management, LLC
Matheson & Rock Wealth Management, LLC · $530M AUM
Verified
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Madelyn Henricksen
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Marissa Harris
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Mark Grywacheski
Financial advisor at Quad-Cities Investment Group, LLC
Quad-Cities Investment Group, LLC · $425.5M AUM
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Mary McBride
Financial advisor at Redhawk Wealth Advisors, Inc.
Redhawk Wealth Advisors, Inc. · $1.46B AUM
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Matthew Casillas
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Matthew Hayes
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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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