Financial advisors in W Des Moines, IA.

23 advisors with an office in W Des Moines.

23 financial advisors work in W Des Moines, IA, at 4 firms. 9% work at a firm that offers financial planning, and 9% at one that serves individuals. The firms with the most advisors here: Northwestern Mutual Investment Services,LLC (19) and Principal Advised Services (2).

23 advisors

Aaron Lacona
Financial advisor at Principal Advised Services
Principal Advised Services · $1.42B AUM
VerifiedFinancial planning
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Alexander Pohlmann
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Andrew Puhrmann
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Blake Archibold
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Brian Carlson
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Cris Alvarez
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Francis Oppold
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Jack Evans
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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James Lunders
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Jeffrey Byrn
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Keith Erhard
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Krystian Bajorek
Financial advisor at Principal Advised Services
Principal Advised Services · $1.42B AUM
VerifiedFinancial planning
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Kurt Bogseth
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Lauren Kerr
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Mary Draayer
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Matthew Nichols
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Mitchell Curtis
Financial advisor at Principal Asset Management
Principal Asset Management · $427.71B AUM
Verified
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Paul Soener
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Paul Wielage
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Richard Pertzborn
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Robert Denhartog
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Susan Stephenson
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Wendy Bryant
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
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 W Des Moines, 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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