AEGON ASSET MANAGEMENT US
Cedar Rapids, IA
AUM
$88.80B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
76 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
319-355-5408
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
18 advisers found
TRANSAMERICA RETIREMENT ADVISORS, LLC
Cedar Rapids, IA
AUM
$18.83B
Wealth MgmtRetirementInstitutional
Team
173 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
866-368-0566
NATIONS FINANCIAL GROUP, INC.
Cedar Rapids, IA
AUM
$4.77B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
81 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
319-393-9541
BFC PLANNING, INC.
Cedar Rapids, IA
AUM
$3.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
200 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
319-447-5700
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids, IA
AUM
$906.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
100 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
319-447-5700
BASEPOINT WEALTH, LLC
Cedar Rapids, IA
AUM
$883.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(319) 826-1898
AEGON REAL ASSETS US
Cedar Rapids, IA
AUM
$394.5M
Wealth MgmtInstitutional
Team
41 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
319-355-5408
BEACON CAPITAL, LLC
Cedar Rapids, IA
AUM
$278.3M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
319-389-4371
CEDAR POINT CAPITAL PARTNERS, LLC
Cedar Rapids, IA
AUM
$248.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(800) 501-6403
BRIDGEWAY WEALTH MANAGEMENT, LLC
Cedar Rapids, IA
AUM
$164.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
319-393-6535
STONEFIELD INVESTMENT ADVISORY, INC.
Cedar Rapids, IA
AUM
$120.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
319-377-7811
GRIT FAMILY OFFICE, LLC
Cedar Rapids, IA
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(319) 551-7889
RED CEDAR
Cedar Rapids, IA
AUM
$40.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
319-200-6600
CUSTOM FIT FINANCIAL
Cedar Rapids, IA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
319-775-0102
ISA VENTURES FUND MANAGEMENT, LLC
Cedar Rapids, IA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
319-214-0122
BUSBEE WEALTH ADVISORS LLC
Cedar Rapids, IA
AUM
$43.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
319-777-0808
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