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Showing 1 - 6 of 11 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
MOOV FINANCIAL, INC.
MOOV FINANCIAL, INC.
Cedar Falls, Iowa
50-99 employees
Moov makes it easy for businesses to accept, store, send, and spend – all in one platform. Gone are the days of stitching together multiple vendors to move money. While most payment providers only handle part of the payment picture, Moov orchestrates the entire money movement story from start to finish, giving software companies visibility and control over the whole experience. As a modern money movement platform, Moov offers a simple, powerful, and scalable way to integrate payments into products. Moov is uniquely a payment Processor, issuer, registered PayFac, program manager, and technology provider, making it an all-in-one payment solution for businesses wanting to facilitate complex money movement as quickly and securely as possible.
Retirement Benefits Rank
Top Benefits
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
FINANCIAL RESOURCE ADVISORS LLC
FINANCIAL RESOURCE ADVISORS LLC
Waterloo, Iowa
1-24 employees
Financial Resource Advisors (FRA) has been serving clients since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses.
Retirement Benefits Rank
Market Competitive
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