ABUNDANCE FINANCIAL COACHING, LLC
Davenport, IA
AUM
—
Team
3 advisors
Clients
—
Fees
Percentage of AUM
563-359-7400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
157 advisers found
BLACKOAK ADVISORS LLC
Des Moines, IA
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-493-0005
CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC
Coralville, IA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Hourly charges
319-358-2854
CEDAR CREEK CAPITAL MANAGEMENT, LLC
Fairfield, IA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(641) 980-8690
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
DSM FINANCIAL L.L.C.
Urbandale, IA
AUM
—
Financial Planning
Team
1 advisors
Clients
101-250
Fees
REFERRAL FEES AND PENSION CONSULTING FEES
515-331-1717
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
ISA VENTURES FUND MANAGEMENT, LLC
Cedar Rapids, IA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
319-214-0122
MANCHESTERSTORY FUND MANAGEMENT, LP
West Des Moines, IA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
515-316-9730
MIDWEST GROWTH ADVISORS, LLC
West Des Moines, IA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(515) 421-4800
NET WORTH ADVISORS
Waterloo, IA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
319-232-5500
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
515-901-8804
R.D.DRENKOW & CO., INC.
Waverly, IA
AUM
—
Team
1 advisors
Clients
0
Fees
PART OF ADMIN FEE AGREEMENT
319-352-1623
SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
West Des Moines, IA
AUM
—
RetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
646-518-8139
THE PLANNERS PROFESSIONAL SERVICES, INC.
West Des Moines, IA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
515-224-0149
TRUE WEALTH NATION
Carroll, IA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
712-792-6400
TRUE WEALTH, LLC
Carroll, IA
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(712) 792-6400
TRUEWEALTH STEWARDSHIP, LLC
Marion, IA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
319-373-4124
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
West Des Moines, IA
AUM
$122.05B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
515-221-4879
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