Find Top Financial Advisors Near Akron, Iowa
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HAHN FINANCIAL GROUP
HAHN FINANCIAL GROUP
Sioux Falls, South Dakota
Hahn Financial Group, based out of Sioux Falls, SD, is a reputable local investment advisory firm with over 1,070 individual clients and more than $83,876,000 in assets under management. With their dedication to client satisfaction, Hahn Financial Group has established itself as a trusted partner in wealth management. They offer comprehensive services that extend beyond investment advisory, including insurance brokering. With a strong focus on retirement planning, Hahn Financial Group manages a significant portion of their assets in employer 401(k) plans and individual retirement accounts. They possess the expertise and experience necessary to effectively administer and optimize 401(k) plans for both employers and employees. Moreover, their discretionary management approach ensures that all assets under their care receive attentive and personalized attention. The firm's compensation structure encompasses various types, one of which includes a percentage-based fee calculated on the assets under management. This aligns their interests with those of their clients, fostering a mutually beneficial relationship. Hahn Financial Group boasts a team of 15 skilled professionals, with eight dedicated to providing investment advisory services. Each advisor, on average, oversees approximately $10,480,000 in assets under management, highlighting their competence in delivering tailored financial solutions. The firm takes pride in its longstanding advisors, some of whom have been with the company for many years. Among them are Michael Lendt, Verlyn Hahn, and Kelly Hahn, who bring a wealth of experience and expertise to the table. Their contributions contribute to the firm's commitment to excellence and the provision of exceptional financial guidance.
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RDA FINANCIAL NETWORK
RDA FINANCIAL NETWORK
Akron, Iowa
RDA Financial Network is a reputable local investment advisory firm headquartered in Akron, IA, boasting a widespread presence with 17 offices across the region. With a dedicated team of 18 skilled professionals, they exclusively focus on providing comprehensive investment advisory services to their esteemed clientele. Each investment advisor at RDA Financial Network manages an impressive average of approximately $24,400,000 in assets under management, demonstrating their expertise and success in the field. The firm's compensation structure is diverse, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, a significant portion of their assets under management, exceeding 80%, comprises employer 401K plans and individual investments. This extensive experience positions RDA Financial Network as a highly qualified partner for both employers and employees seeking expert management of their 401K plans. RDA Financial Network distinguishes itself by operating under a discretionary model, meaning that they have full authority to make investment decisions on behalf of their clients. With over 1,400 individual clients and an impressive $439,191,000 in assets under management, the firm has established a robust reputation for their exceptional financial services. Within the firm, several seasoned advisors have amassed considerable expertise over the years. Notable individuals include Christopher Arthur, Duane Roth, and Michael Brannen, who have contributed significantly to the firm's success and garnered long-standing client relationships. Overall, RDA Financial Network exemplifies excellence in investment advisory services, boasting a vast client base, substantial assets under management, and a team of highly experienced professionals committed to delivering superior financial solutions to their valued clients.
LAUER CAPITAL MANAGEMENT LTD
LAUER CAPITAL MANAGEMENT LTD
Sioux Falls, South Dakota
Lauer Capital Management Ltd is a small investment advisory firm based out of Sioux Falls, SD. With one office, the company provides personalized investment advisory services to a diverse clientele. Led by Richard Lauer and E. Fromelt, two of the longest tenured registered advisors, the firm boasts a team of three dedicated professionals. With an average of approximately $276,910,000 in assets under management per investment advisor, Lauer Capital Management Ltd has established itself as a leading player in the industry. Their expertise and client-centric approach have contributed to their high success rate in managing portfolios. Lauer Capital Management Ltd's compensation structure offers flexibility and includes various types such as a percentage of assets under management and hourly charges. While the firm predominantly manages discretionary assets, they also possess the capability to oversee employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. The firm primarily caters to high net worth individuals, serving over 40 individual clients with a combined total of more than $276,911,000 in assets under management. Lauer Capital Management Ltd's commitment to delivering exceptional service and generating favorable returns has earned them a reputation as a trusted partner for wealth management and investment advisory services. Overall, Lauer Capital Management Ltd stands out in the industry due to its experienced team, impressive assets under management, and dedication to providing tailored financial solutions to its discerning clientele.