Financial advisors in Pella, IA

35 advisors · page 1 of 2

Craig Wassenaar
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Rozenboom
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Krogstad
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Madsen
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Vanmaanen
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Van Donselaar
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Reid Evans
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Austin Ver Meer
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Caleb Van Arendonk
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Klyn
Financial advisor at Cetera Planning Partners
Cetera Planning Partners · $4.16B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Connie McCleary-Geiger
Financial advisor at Intellicents Investment Solutions Inc
Intellicents Investment Solutions Inc · $9.92B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dakota Hills
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dawn Kleis
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Isaiah Rozenboom
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Olson
Financial advisor at Intellicents Investment Solutions Inc
Intellicents Investment Solutions Inc · $9.92B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Fiscella
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
John Sloan III
Financial advisor at Bellingham Capital
Bellingham Capital · $149.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Weishaar
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kasin Beckwith
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Kaurie Marinkovich
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Vanwyk
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Larry Curry
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Levi Ver Meer
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Mark Wiskus
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Roozeboom
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Vermeer
Financial advisor at Cetera Planning Partners
Cetera Planning Partners · $4.16B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Micky Snieder
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicole Boulais
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Anderson
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Ryan Ver Meer
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B 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 Pella, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Pella, IA.

How this list works

Before you hire an advisor in Pella, IA