Top Financial Advisors in Cedar Rapids, Iowa
Finding the right financial advisor in Cedar Rapids is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Cedar Rapids, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Cedar Rapids, IA.
Find the Best Financial Advisor Firms in Cedar Rapids:
NATIONS FINANCIAL GROUP, INC.
CRD#: 44181
Address: 4000 River Ridge Dr Ne Suite 200, Cedar Rapids, IA 52402-7534
Clients: 4,257
In Business for: 28 Years
Average Clients per Advisor: 50
AUM: $ 3.0B
Disclosures: 2
BFC PLANNING, INC.
CRD#: 119682
Address: 4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402
Clients: 8,684
Average Clients per Advisor: 43
AUM: $ 1.5B
PRIVATE WEALTH ASSET MANAGEMENT
CRD#: 315819
Address: 615 5th St Se Suite 360, Cedar Rapids, IA 52401
Clients: 31
Average Clients per Advisor: 1
AUM: $ 926M
WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
CRD#: 28289
Address: 221 Third Avenue Se Suite 215, Cedar Rapids, IA 52401
Clients: 1,263
In Business for: 35 Years
Average Clients per Advisor: 140
AUM: $ 730M
Disclosures: 2
BASEPOINT WEALTH, LLC
CRD#: 289538
Address: 4144 Golf Street Ne, Cedar Rapids, IA 52402
Clients: 935
Average Clients per Advisor: 85
AUM: $ 562M
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD#: 13609
Address: 4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402
Clients: 2,163
In Business for: 52 Years
Average Clients per Advisor: 21
AUM: $ 396M
Disclosures: 42
How We Chose the Top Financial Advisors in Cedar Rapids, Iowa
To create this list of top financial advisor firms in Cedar Rapids, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Cedar Rapids has to offer.
Search Financial Advisors in Cedar Rapids, Iowa
Teri Anne Connelly
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Jeremy Alan Sherwood
Registered Affiliation(s):BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
El-lance Ellis
Registered Affiliation(s):TRANSAMERICA CAPITAL, LLC
Darlene Agnes Fleckenstein
Registered Affiliation(s):PFS INVESTMENTS INC.
Douglas John White
Registered Affiliation(s):FBL MARKETING SERVICES, LLC
Douglas Ray Havel
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Michelle R Johannes
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Heather Lynne Rinderknecht
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Jeffrey Earl Bair
Registered Affiliation(s):FBL MARKETING SERVICES, LLC
Amy Dawn Lagrange
Registered Affiliation(s):FBL MARKETING SERVICES, LLC
Mitchell John Peyton
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Jason Alan Dumont
Registered Affiliation(s):WEALTH ADVISORS GROUP, LLC
Suzanne Marie Oden
Registered Affiliation(s):FORESIDE FUND SERVICES, LLC
Brian R Talyat
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Kelli Rae Schmitz
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Katherine Marie Burge
Registered Affiliation(s):TRANSAMERICA INVESTORS SECURITIES CORPORATION
William Hayes Montag
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
Jill Marie Daly
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
Anthony John Schwendinger
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
John Clark Arons
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Misti Ann Brant Steichen
Registered Affiliation(s):PFS INVESTMENTS INC.
Linda A Kappler
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Kevin Joseph Wright
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Matthew Thomas Lytle
Registered Affiliation(s):TRANSAMERICA INVESTORS SECURITIES CORPORATION
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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