Financial advisors in Grimes, IA

27 advisors

Loren Merkle
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
CFP®VerifiedFinancial planning
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Timothy Short
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Alisha Mullin
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
VerifiedFinancial planning
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Allison Stanley
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
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Allyson Martens
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
VerifiedFinancial planning
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Andrea Sabus
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Aron Scott
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Brady Auderer
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
VerifiedFinancial planning
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Chawn Honkomp
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
VerifiedFinancial planning
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Clint Huntrods
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
VerifiedFinancial planning
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Cory Warmuth
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Haley Danforth
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
VerifiedFinancial planning
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Isaac Stadsvold
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
VerifiedFinancial planning
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Jacob Helvey
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Jared Kramer
Financial advisor at Independent Wealth Network, Inc.
Independent Wealth Network, Inc. · $518.4M AUM
VerifiedFinancial planning
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Jay Bollman
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Jeremy Lyons
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
VerifiedFinancial planning
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Kailey Hanson
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
VerifiedFinancial planning
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Katharine Bertness
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
VerifiedFinancial planning
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Kirk Bond
Financial advisor at Apexedge LLC
Apexedge LLC
VerifiedFinancial planning
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Mark Roberts
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Melissa Gray
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
VerifiedFinancial planning
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Nkiru Nwachukwu
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
VerifiedFinancial planning
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Peter Smith
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Russell Kramer
Financial advisor at Independent Wealth Network, Inc.
Independent Wealth Network, Inc. · $518.4M AUM
VerifiedFinancial planning
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Ryan Bierma
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stacey Perkins
Financial advisor at Merkle Retirement Planning
Merkle Retirement Planning · $568.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Grimes, 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 Grimes, IA.

How this list works

Before you hire an advisor in Grimes, IA