DYNAMIC FINANCIAL GROUP
Cedar Falls, IA
AUM
$539.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
319-277-2727
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
6 advisers found
CEDAR VALLEY WEALTH ADVISORS
Cedar Falls, IA
AUM
$172.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
319-266-6507
BENCHMARK FINANCIAL
Cedar Falls, IA
AUM
$26.2M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
319-727-8383
HEARTLAND FINANCIAL SERVICES, LTD.
Cedar Falls, IA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
319-277-1059
IGNITE FINANCIAL
Cedar Falls, IA
AUM
—
Financial PlanningWealth Mgmt
Team
0 total employees
Clients
26-50
Fees
Fixed fees
3192309858
FENCL ADVISORY SERVICES, LLC
Cedar Falls, IA
AUM
$87.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
319-260-2006
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