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Showing 1 - 12 of 34 results
ENERIC PETROLEUM CORP.
ENERIC PETROLEUM CORP.
Fairfield, Iowa
500+ employees
ERIC PETROLEUM CORPORATION is an oil & energy company based out of 6075 SILICA RD, Austintown, Ohio, United States.
Retirement Benefits Rank
Market Laggard
WEITZ INVESTMENT MANAGEMENT, INC.
WEITZ INVESTMENT MANAGEMENT, INC.
Omaha, Nebraska
25-49 employees
Research-Driven Investing We don’t rely on Wall Street reports. And we never take shortcuts. Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. Over the past three decades, Weitz has leveraged its research-driven approach to capitalize on investment opportunities that arise out of market inefficiencies. Decisions are backed by thorough research, logical strategies, extensive debate and our team’s personal commitment to long-term results. The Weitz team builds and manages concentrated, high-conviction, actively managed portfolios. Through bottom-up, proprietary research that emphasizes fundamentals, we focus on creating positive results over the long term. We offer a variety of options for investors with different goals and preferences, including equity and fixed income investment strategies. Weitz Securities, Inc. is the Distributor of the Weitz Funds.
Retirement Benefits Rank
Market Leading
AVALON CAPITAL GROUP II, LLC
AVALON CAPITAL GROUP II, LLC
North Sioux City, South Dakota
50-99 employees
Avalon Capital Group, is the wholly owned private investment company with diverse interests, including public and private investments in real estate, technology, health care, finance, and entertainment. It was founded by Ted Waitt, co-founder of Gateway, Inc. Avalon has offices in La Jolla CA and North Sioux City SD. Avalon created and supports the Waitt Foundation and Waitt Institute. Waitt Foundation (https://www.waittfoundation.org/) focuses on restoring our oceans to full productivity. Given the rapid decline of marine resources, the mission of the Waitt Foundation is to protect and restore ocean health. The Foundation funds initiatives globally with a focus on marine protected areas and sustainable fishing policy and practice. We provide grants, technical assistance, strategic advice, and support innovative ocean science. For maximum impact, we partner with unique coalitions of governments, funders, NGO, academics, and businesses. Waitt Institute endeavors to ensure ecologically, economically, and culturally sustainable use of ocean resources. The Institute partners with governments committed to developing and implementing comprehensive, science-based, community-driven solutions for sustainable ocean management. Our goal is to benefit coastal communities while restoring fish populations and habitats. Our approach is to engage stakeholders, provide the tools needed to design locally appropriate policies, facilitate the policy-making process, and build capacity for effective implementation and long-term success.
Retirement Benefits Rank
Market Competitive
D.M. KELLY & COMPANY
D.M. KELLY & COMPANY
Des Moines, Iowa
1-24 employees
D.M. Kelly & Company is a full-service wealth management firm based in Des Moines, Iowa. We offer lifetime financial guidance, direct access to investments, and an unflinching dedication to our clients’ best interests. Whether you want to address your family’s wealth-management needs, plan for retirement, or leverage our investment-management expertise, we can address all of your financial planning needs. We also provide exceptional service for institutional clients, such as banks, trust departments, insurance companies and corporate reserve accounts. Our local in-house trading operation specializes in Midwestern municipal bonds, in particular Iowa and Nebraska, and we’re active in the new-issue market. We’re also fluent traders of corporate bonds, Treasuries and CDs. Securities offered through D.M. Kelly & Company, member FINRA, SIPC and MSRB. Investment advisory services offered through DMKC Advisory Services LLC, an SEC Registered Investment Adviser.
Retirement Benefits Rank
Top Benefits
STATE BANK OF TOULON
STATE BANK OF TOULON
Toulon, Illinois
25-49 employees
State Bank of Toulon is a community bank founded in 1903 with offices in Toulon IL, Galva IL, and Kewanee IL. SBT has been providing banking services and has continued to grow over the last 110 years, to more than $200 million in Total Assets today. We are A Real Community Bank, specializing in personal customer service and a variety of deposit and loan products. Bank With Someone You Know!
Retirement Benefits Rank
Top Benefits
UNITED IOWA FINANCIAL
UNITED IOWA FINANCIAL
Iowa City, Iowa
1-24 employees
Whether you’re opening your first retirement account or planning your estate, the advisors at United Iowa Financial are there at every step of the way, no matter where life takes you. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES. United Iowa Financial 2346 Mormon Trek Blvd Suite 1000 Iowa City, Iowa 52246 (319) 449-1145 This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Top Benefits
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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
LEGACY FINANCIAL GROUP, LLC
LEGACY FINANCIAL GROUP, LLC
Des Moines, Iowa
1-24 employees
As a Registered Investment Adviser firm, we take great pride in our freedom when it comes to investment selection and investment philosophy. Our purpose is to inspire and empower you to create the life you want, on your terms. We endeavor to truly work for our clients.
Retirement Benefits Rank
Market Competitive
THE PLANNING CENTER, INC.
THE PLANNING CENTER, INC.
Moline, Illinois
1-24 employees
The future is no more uncertain than the present. Let's start a conversation... Mission: • A safe environment for you to talk about money • A filter against the noise and chaos of the financial markets • Direction and implementation of complex, inter-related planning strategies • Objectivity and perspective regarding your situation • A guide in helping you create choices and making decisions • Simplification and organization of your financial life Company Overview: The Planning Center is a financial planning firm working with people across all stages of life. TPC is widely respected for practicing grounded philosophies that are backed by academic research in financial planning, investment management, and behavioral science. It is our intention to customize each client’s financial plan according to your values, goals, and circumstances specific to their lives. Over time, your advisor-client relationship becomes an opportunity for both personal growth and financial strength. Our proprietary approach uses both life and money conversations to continuously develop a path to build both financial security and true peace of mind.
Retirement Benefits Rank
Market Competitive
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
VALUES BASED HOLDING CORPORATION
VALUES BASED HOLDING CORPORATION
West Des Moines, Iowa
1-24 employees
Throughout life you encounter tremendous financial choices, and making decisions can be intimidating. When you reach these crossroads, you don't have to go it alone. We are a fee-only, financial planning and investment management firm committed to unlocking your financial possibilities and enriching your future. Discover our commitment to your goals as we provide clarity amongst the endless options and help you find the financial answers you seek.
Retirement Benefits Rank
Top Benefits
REGENT FINANCIAL GROUP, INC.
REGENT FINANCIAL GROUP, INC.
Omaha, Nebraska
25-49 employees
"Mortgage Financing Made Easy"
Retirement Benefits Rank
Market Laggard