Financial advisors in Urbandale, IA

191 match · page 4 of 7

Guthrie Gaylord
Financial advisor at 3g Capital LLC
3g Capital LLC · $4.7M AUM
Verified
View page Check on SEC IAPD ↗
Howard Solomon
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hugh Duke
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Cramond
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James De Kruif
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Strege
Financial advisor at Rockway Wealth Partners
Rockway Wealth Partners · $26.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jamie Ta
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jasen Dahm
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Kamp
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Page
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Wiltse
Financial advisor at Wilon Wealth Management
Wilon Wealth Management · $264.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jay Devries
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jay Lewis
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jaylen Devries
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeff Jewett
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Engelhardt
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Jeffrey Trier
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Zupancic
Financial advisor at Independent Wealth Network, Inc.
Independent Wealth Network, Inc. · $518.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Boldt
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jessica Stewart
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Burmeister
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Erny
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Hanson
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Jett
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Kohles
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Sutfin
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jose Amaya Cisneros
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jose Leon
Financial advisor at Ao Wealth Advisory
Ao Wealth Advisory · $213.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Markham
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Knights
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B 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 Urbandale, 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 Urbandale, IA.

How this list works

Before you hire an advisor in Urbandale, IA