Financial advisors in Waterloo, IA

84 advisors · page 2 of 3

David Wynstra
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
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Dawn Pilipchuk-Kruth
Financial advisor at Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, Incorporated · $18.92B AUM
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Dennis Eslick
Financial advisor at M Holdings Securities, Inc.
M Holdings Securities, Inc. · $3.21B AUM
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Elijah Lee
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Erica Johnson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Gabriel Groothuis
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Jacob Myrvik
Financial advisor at Fsb Premier Wealth Management, Inc.
Fsb Premier Wealth Management, Inc. · $431.7M AUM
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James Mundell
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Jay Lassen
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Jeremey Bullerman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jonathan Larson
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Joshua Mercurio
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Justin Dams
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kari Schaffer
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Katrina Helle
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Keith Hamer
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Kelly Goreham
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kevin Eslick
Financial advisor at M Holdings Securities, Inc.
M Holdings Securities, Inc. · $3.21B AUM
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Kristina Price
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Kyle Winter
Financial advisor at Nations Financial Group, Inc.
Nations Financial Group, Inc. · $4.77B AUM
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Laurel Thompson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Logan Bauhs
Financial advisor at Principal Advised Services
Principal Advised Services · $1.42B AUM
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Lucas Johansen
Financial advisor at Bankers Life Advisory Services, Inc.
Bankers Life Advisory Services, Inc. · $2.49B AUM
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Lucus Scott
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Mark Funk
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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Matthew Gary
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
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Matthew Hennig
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Matthew Kohls
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Michael Ohrt
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Mitchell McGraw
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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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 Waterloo, 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 Waterloo, IA.

How this list works

Before you hire an advisor in Waterloo, IA