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
Dirk Duff Ockerlander
Registered Affiliation(s):LPL FINANCIAL LLC
Joshua Timothy Oswald
Registered Affiliation(s):LPL FINANCIAL LLC
John Douglas Evans
Registered Affiliation(s):LPL FINANCIAL LLC
William Roth Jump
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Michael John Murray
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Todd Jeremy Bush
Registered Affiliation(s):BFC PLANNING, INC.
Kirk Allen Sadilek
Registered Affiliation(s):BASEPOINT WEALTH, LLC
Chadwic Joseph Sarsfield
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Tory Andrew Meiborg
Registered Affiliation(s):WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
Kelly Dean Steele
Registered Affiliation(s):OSAIC WEALTH, INC.
Kandace Lynette Gordy
Registered Affiliation(s):CWM, LLC
Scott Wayne Shaw
Registered Affiliation(s):EAGLE STRATEGIES LLC
Marvin Eugene Cook
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Charles Thomas Puccio
Registered Affiliation(s):UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Greg Allan Mclaughlin
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Craig M Vanderleest
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
David Eugene Traut
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Casey James Dreyer
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Brian David Gogel
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Ronald Lee Detweiler
Registered Affiliation(s):AVANTAX PLANNING PARTNERS, INC.
Chad Allan Hoffmann
Registered Affiliation(s):LPL FINANCIAL LLC
Jeffrey Allen Bean
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Brock Justin Noel
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Erik John Bjorseth
Registered Affiliation(s):NATIONS FINANCIAL GROUP, INC.
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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