Iowa · 2 advisers
Financial Advisors in Windsor Heights, Iowa
Looking for a financial advisor in Windsor Heights, Iowa? Falists indexes 2 SEC-registered and state-registered investment advisers in Windsor Heights — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $154.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$154.0M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Windsor Heights
Ranked by AUM · Fees, team & specialties at a glance
FORREST FINANCIAL SERVICES
Windsor Heights, IA
AUM
$154.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(515) 277-3495
DENTIST EXIT PLANNING
Windsor Heights, IA
AUM
$6.8M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(515) 423-0671
More cities in Iowa
Common questions
- How many financial advisors are in Windsor Heights, Iowa?
- 2 registered investment advisers are listed in our Windsor Heights directory, sourced from public SEC filings.
- What types of advisors are in Windsor Heights?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Windsor Heights?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.