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Showing 1 - 12 of 15 results
BERTHEL FISHER & COMPANY, INC.
BERTHEL FISHER & COMPANY, INC.
Cedar Rapids, Iowa
50-99 employees
Since the day we opened our doors in Cedar Rapids, Iowa, our financial professionals have been our top priority. We’re owned and managed by people who know what it’s like to be in the field, working hard to grow a business. Even today, CEO Tom Berthel still maintains his personal clients. For over 35 years we’ve offered a wide array of investment products and back-office support to provide outstanding service to our financial professionals. Today, as a top financial services firm, we support a diverse array of investment specialties and skills. With our investment products and advisory services, you will have all the tools and programs available to meet the needs of your clients. We’re constantly adapting to the ever-changing industry, but our philosophy of providing financial professionals with the support and resources necessary for their business to succeed will never change. "Berthel Fisher Companies"​ is a trade name owned by the parent company, Berthel Fisher & Company, an Iowa corporation. It refers to Berthel Fisher & Company and its several subsidiaries. The parent company and its subsidiaries are each separate, independent legal entities. Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC; Securities Management & Research, Inc. Member FINRA/SIPC; BFC Planning, Inc. Registered SEC Investment Advisory Firm; BFC Insurance, Inc. Licensed Insurance Firm www.berthel.com/disclosures - www.finra.org - www.sipc.org
Retirement Benefits Rank
Below Market
PRIVATE WEALTH ASSET MANAGEMENT, LLC
PRIVATE WEALTH ASSET MANAGEMENT, LLC
Cedar Rapids, Iowa
25-49 employees
Private Wealth Asset Management is an independent financial advisory firm offering private wealth management services to high-net-worth individuals, families and institutions. Private Wealth surrounds clients with a circle of services, delivered by financial subject matter experts from a wide range of disciplines to provide comprehensive advice and service, personalized to the needs of each client. The decision to launch as an independent firm was fueled by a desire to do better for both clients and team members. Private Wealth works with clients to identify custom solutions—including fiduciary lending, specialty asset management (oil and gas, alternative energy, farms and ranches), estate and generational wealth planning, trust and estate services, property & casualty insurance management, health care advisory, business transition planning, tax management and more. Founded by experienced wealth management professionals, Private Wealth believes clients in any size market deserve outstanding care and service. Private Wealth serves clients nationally and has offices in Cedar Rapids and West Des Moines, Iowa; Omaha, Nebraska; San Antonio, Midland, and Corpus Christi, Texas. To learn more about Private Wealth, visit privatewealth.com.
Retirement Benefits Rank
Market Leading
NFGI HOLDING CORP.
NFGI HOLDING CORP.
Cedar Rapids, Iowa
1-24 employees
Nations Financial Group, Inc. is an independent wealth management firm headquartered in Cedar Rapids, IA. We help top tier independent financial advisors grow, run, protect, and transition their practices by providing exceptional systems, service, guidance, and support. Securities and investment advisory services offered through Nations Financial Group, Inc. (“NFGI”), 3925 Fountains Blvd. NE, Suite 200 Cedar Rapids, IA 52411, member FINRA/SIPC and Registered Investment Adviser. Industry regulations prevent us from receiving endorsements and/or recommendations from others based on the service they have received and prevent us from posting any specific investment advice. For important additional social media disclosures please copy and paste the below link into your browser. https://www.nationsfg.com/wp/wp-content/uploads/2017/03/Social_Media_Disclosure.pdf
Retirement Benefits Rank
Below Market
NELSONCORP WEALTH MANAGEMENT
NELSONCORP WEALTH MANAGEMENT
Clinton, Iowa
1-24 employees
Counsels clients on wealth distribution and tax planning strategies. Securities offered through Cambridge Investment Research Advisors, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and NelsonCorp Wealth Management are not affiliated.
Retirement Benefits Rank
Top Benefits
BALANCED GROWTH PARTNERS, L.L.C.
BALANCED GROWTH PARTNERS, L.L.C.
Dubuque, Iowa
1-24 employees
Balanced Growth specializes in Strategy, Innovation, and Operational Excellence in the Insurance, Financial Services, and Healthcare sectors. Our mission is to create enduring value for organizations who are driven by both purpose and profit through strategic and operational innovation. In collaboration with client leaders and teams, we design, implement, and accelerate high-impact strategic, operational, technology, and innovation initiatives.
Retirement Benefits Rank
Below Market
STEELE CAPITAL MANAGEMENT, INC.
STEELE CAPITAL MANAGEMENT, INC.
Dubuque, Iowa
1-24 employees
Your financial life is integrated, intertwined, and interconnected. At Steele Capital Management, we view your goals through a holistic lens. With nothing to sell other than our financial knowledge, we can objectively provide prudent recommendations and advice with your best interests in mind. Through utilization of our decades of advisor experience, paired with technology, Steele Capital can partner with you to create a solid financial foundation.
Retirement Benefits Rank
Below Market
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FRONTIER FUTURES, INC.
FRONTIER FUTURES, INC.
Cedar Rapids, Iowa
1-24 employees
Commodity Brokerage Firm offering discount trading and full service trading.
Retirement Benefits Rank
Market Laggard
BASEPOINT WEALTH, LLC
BASEPOINT WEALTH, LLC
Cedar Rapids, Iowa
1-24 employees
Basepoint Wealth is a fee-only Registered Investment Advisory firm, regulated by the Securities and Exchange Commission (SEC). At Basepoint Wealth, we work under the highest fiduciary standard to develop a plan that sets you on your own unique path to success. Your interests are always at the core of what we do. No exceptions. No exemptions. We are one of the Corridor's largest fee-only Registered Investment Advisors. Basepoint Wealth is dedicated to providing clear and independent advice, efficient and accurate implementation, and service that continuously sets a new standard for wealth management. Our number one priority is to be your advocate and provide you with the transparency you need to achieve success with confidence.
Retirement Benefits Rank
Market Laggard
BOHANNON FINANCIAL, LLC
BOHANNON FINANCIAL, LLC
Hiawatha, Iowa
1-24 employees
Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 135,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 46 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI". Primerica’s focus is on serving the needs of middle-income families by providing products such as term life insurance, mutual funds, annuities, mortgages, and senior health. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com. Headquartered in Duluth, GA, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.
Retirement Benefits Rank
Market Competitive
EATON FINANCIAL ADVISORS, INC.
EATON FINANCIAL ADVISORS, INC.
Galena, Illinois
1-24 employees
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Eaton Financial Advisors, Inc. is not a registered broker/dealer and is independent of Raymond James. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
Retirement Benefits Rank
Below Market
HAWKEYE BROKERAGE CENTER, INC.
HAWKEYE BROKERAGE CENTER, INC.
Iowa City, Iowa
1-24 employees
Hawkeye Brokerage Center is dedicated to helping individuals reach their personal and financial goals by developing spending and saving guidelines that balance present and future needs, and by providing objective investment recommendations for our clients. Merle D. Miller offers products and services using the following business names: Hawkeye Brokerage Center, INC (HBC) and Midwest Financial Solutions, LLC (MWFS) – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org) – securities and investments | Ameritas Advisory Services, LLC (AAS) – investment advisory services. AIC and AAS are not affiliated with HBC or MWFS or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
Retirement Benefits Rank
Top Benefits
CORE INVESTMENTS GROUP, INC.
CORE INVESTMENTS GROUP, INC.
Dubuque, Iowa
1-24 employees
At Core Investments Group, we believe our value comes from the planning that we do for you - not from selling you a product. We help clients achieve their life's goals by achieving their financial goals.Registered representative of and securities and investment advisory services offered through Nations Financial Group, Inc. ("NFGI"), 3925 Fountain Blvd NE, STE 200,Cedar Rapids, IA 52411, member FINRA/SIPC, a registered investment adviser. Core Investments Group, Inc. and NFGI are independent entities.Industry regulations prevent me from receiving endorsements and/or recommendations from others based on the service they have received and posting any specific investment advice.For important disclosure information, please see "Social Media Disclosure" link in the Contact Info Section.
Retirement Benefits Rank
Market Leading