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
Karen Berg Carpenter
Registered Affiliation(s):TRANSAMERICA CAPITAL, LLC
Blake Daniel Helms
Registered Affiliation(s):OSAIC WEALTH, INC.
Jaime Rene Hatley
Registered Affiliation(s):BANCWEST INVESTMENT SERVICES, INC.
Jennifer Lynn Schissel
Registered Affiliation(s):TRANSAMERICA INVESTORS SECURITIES CORPORATION
Phillip Henry Bettis
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Corey Nicholas Houchins-witt
Registered Affiliation(s):CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC
Donald David Naughton
Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC
Donald James Becker
Registered Affiliation(s):FARMERS FINANCIAL SOLUTIONS, LLC
Johann James Smith
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Rylan E Devalois
Registered Affiliation(s):NATIONS FINANCIAL GROUP, INC.
Alan Holden Weber
Registered Affiliation(s):EDWARD JONES
Anthony John Monaghan
Registered Affiliation(s):OSAIC WEALTH, INC.
Suzanne Marie Wagner
Registered Affiliation(s):BFC PLANNING, INC.
James Andrew Smith
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Jeffrey Richard Olson
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
John Wayne Hansen
Registered Affiliation(s):LPL FINANCIAL LLC
Issa Samir Karadsheh
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mark Aaron Johnson
Registered Affiliation(s):AEGON ASSET MANAGEMENT US
Monica Thomas
Registered Affiliation(s):PFS INVESTMENTS INC.
Shannon Kathleen Webber
Registered Affiliation(s):LASALLE ST SECURITIES, L.L.C.
Brett Jason Rose
Registered Affiliation(s):TRANSAMERICA CAPITAL, LLC
Tyler R Auman
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
John D Klopfenstein
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Joana Halu Karl
Registered Affiliation(s):LPL FINANCIAL LLC
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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