Find Top Financial Advisors Near Waterloo, Iowa
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BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids, Iowa
Berthel Fisher & Company Financial Services, Inc., a trusted regional investment advisory firm, is headquartered in Cedar Rapids, IA, and boasts an extensive network of 101 offices. With a dedicated team of 100 skilled professionals, the company exclusively focuses on providing top-notch investment advisory services. Each investment advisor at Berthel Fisher & Company Financial Services, Inc. manages an average of approximately $3,960,000 in assets under management, reflecting their expertise in handling substantial portfolios.
The company's compensation structure encompasses various methods, including a percentage of assets under management, fixed fees, hourly charges, and commissions. Notably, about half of their assets under management originate from employer 401Ks and individual clients, highlighting their considerable experience and success in this particular area. An impressive 84% of the assets they manage are under discretionary management, demonstrating their clients' confidence in their expertise and decision-making capabilities.
In addition to their investment advisory services, Berthel Fisher & Company Financial Services, Inc. also serves as an insurance broker or agent, further expanding their range of financial offerings. The firm proudly serves a vast client base, catering to over 2,160 individual clients who entrust them with a total of $395,939,000 in assets under management.
Berthel Fisher & Company Financial Services, Inc. takes pride in its team of highly experienced advisors, with notable individuals such as Patrick Reding, Tim Hohulin, and Todd Caudle being among the firm's longest tenured professionals. Their enduring presence in the industry exemplifies their commitment to providing exceptional financial services and fostering lasting relationships with their clients.
BFC PLANNING, INC.
Cedar Rapids, Iowa
BFC Planning, Inc., headquartered in Cedar Rapids, IA, is a prominent regional investment advisory firm with a vast network of 136 offices. With a team of 200 dedicated professionals, BFC Planning specializes in providing comprehensive investment advisory services. The firm's robust compensation structure encompasses various models such as a percentage of assets under management, hourly charges, and fixed fees.
A notable aspect of BFC Planning's expertise lies in managing employer 401Ks and individual assets, which together account for approximately half of their impressive $7,390,000 average assets under management per investment advisor. As pioneers in this field, BFC Planning possesses extensive experience and in-depth knowledge of retirement plans.
With a remarkable 88% of their assets under management being discretionary, BFC Planning demonstrates their proficiency in tailoring investment strategies to suit their clients' specific needs and objectives. Their success is further reflected in their substantial client base, boasting over 8,680 individual clients with a total of $1,477,309,000 in assets under management.
The firm prides itself on its exceptional team of advisors, including renowned professionals like Jeffrey Thomas, David Downey, and Thresa Cochran, who have been with BFC Planning for an extended period. Their expertise, coupled with the firm's commitment to providing personalized financial solutions, has garnered BFC Planning a stellar reputation in the investment advisory industry.
With their regional presence, comprehensive services, impressive assets under management, and highly skilled team, BFC Planning, Inc. stands as a trusted partner for individuals and organizations seeking expert guidance and exceptional results in their financial endeavors.
ACCEL WEALTH MANAGEMENT LLC
Waverly, Iowa
ACCEL WEALTH MANAGEMENT LLC, based in Waverly, IA, is a reputable investment advisory firm catering to a diverse clientele. With over 1,220 individual clients and an impressive $823,285,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from three offices, ACCEL Wealth Management provides a range of comprehensive financial services, serving as registered representatives of a broker-dealer and insurance broker or agent.
Renowned for their expertise in employer 401Ks and individual investments, ACCEL Wealth Management LLC has extensive experience in this specialized field. Their exceptional track record is further bolstered by the fact that 100% of the assets they manage are handled with discretionary authority, emphasizing their commitment to making informed decisions on behalf of their clients.
With a team of 21 dedicated professionals, including 12 investment advisors, ACCEL Wealth Management LLC ensures personalized attention and customized solutions for their clients' financial goals. Their compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges to suit individual needs.
Among their seasoned advisors, Scott Durscher, Stacie Brass, and Michele Wheeler stand out as some of the firm's longest-tenured professionals. Their expertise and commitment to client success contribute to ACCEL Wealth Management's strong reputation in the industry.
With a significant average of $68,610,000 in assets under management per investment advisor, ACCEL Wealth Management LLC aligns with the industry average, ensuring efficient and effective management for their clients.
TUVE INVESTMENT MANAGEMENT, INC.
Waterloo, Iowa
Tuve Investment Management, Inc. is a reputable investment advisory firm based in Waterloo, IA. With a team of six dedicated professionals, including two experienced investment advisors, they provide comprehensive financial guidance to their clients. The firm manages an impressive average of $96,460,000 in assets per investment advisor, which aligns with the industry standard.
When it comes to compensation, Tuve Investment Management offers a flexible structure, incorporating various methods such as a percentage of assets under management, fixed fees, and hourly charges. This approach ensures that clients can choose a payment option that suits their individual needs and preferences.
With over 1,000 individual clients, Tuve Investment Management handles a substantial portfolio totaling more than $110,757,000 in assets under management. Notably, approximately half of these assets come from employer 401Ks and individual investors, indicating the firm's expertise in this particular area.
All of the assets managed by Tuve Investment Management are under their discretion, demonstrating the trust clients place in their expertise. The firm operates from a single office in Waterloo, IA, and boasts a rich history with John Tuve and Stanley Tuve, who are among the firm's most tenured and esteemed registered advisors.
Tuve Investment Management, Inc. prides itself on offering personalized financial solutions tailored to meet the unique goals and objectives of their clients. With their extensive experience, comprehensive services, and commitment to client satisfaction, they have established themselves as a reliable and trusted partner in the financial industry.
BASEPOINT WEALTH, LLC
Cedar Rapids, Iowa
Basepoint Wealth, LLC is a reputable local investment advisory firm located in Cedar Rapids, IA. With 19 dedicated employees, they specialize in providing comprehensive investment advisory services to a diverse clientele. Eleven of their skilled professionals are specifically trained in offering expert investment advice.
Basepoint Wealth, LLC manages a significant portfolio, averaging approximately $64,180,000 in assets under management per investment advisor. While this falls within the industry average, their team's extensive knowledge and experience allow them to deliver outstanding service and results to their clients.
The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose the arrangement that best suits their financial goals and preferences.
With over 940 individual clients and a remarkable $561,996,000 in assets under management, Basepoint Wealth, LLC has garnered a strong reputation for effectively managing assets. Notably, nearly half of their assets under management originate from employer 401Ks or individuals, demonstrating their expertise in this area.
Basepoint Wealth, LLC possesses extensive expertise in managing discretionary assets, with an impressive 99% of the assets they oversee falling under this category. Additionally, they offer additional financial services such as accounting through partnerships with accountants or accounting firms.
The firm's commitment to providing exceptional service is exemplified by their four offices in Cedar Rapids, IA, which ensure convenient accessibility for their valued clients. Basepoint Wealth, LLC boasts a team of seasoned advisors, including Bryan Knudson, William Wallace, and Kathryn Wallace, who bring years of experience and expertise to the table.
NATIONS FINANCIAL GROUP, INC.
Cedar Rapids, Iowa
Nations Financial Group, Inc. is a reputable regional investment advisory firm headquartered in Cedar Rapids, IA, operating through a widespread network of 41 offices. With a team of 85 skilled professionals solely dedicated to providing exceptional investment advisory services, the firm has established itself as a trusted partner in the financial industry.
Drawing on their extensive expertise, Nations Financial Group, Inc. manages an impressive average of $35,430,000 in assets under management per investment advisor. Their compensation structure encompasses various models, such as a percentage of assets under management and fixed fees, ensuring a tailored approach to meet their clients' diverse needs.
Renowned for their proficiency in managing employer 401Ks and individual portfolios, Nations Financial Group, Inc. boasts an extensive track record in this space. Approximately half of their assets under management are derived from these sources, showcasing their ability to navigate and optimize investments in both corporate and personal realms.
The firm also offers comprehensive insurance brokerage and agency services, further augmenting their range of financial solutions. With over 4,260 individual clients and an impressive $3,011,458,000 in assets under management, Nations Financial Group, Inc. has garnered the trust and confidence of a vast and diverse clientele.
The company takes pride in its long-standing team of advisors, including industry veterans Brian Wilkinson, Gregory Wolfe, and Richard Bennett. Their commitment to excellence and unwavering dedication to clients has contributed to the firm's stellar reputation and success in the competitive financial landscape.
Nations Financial Group, Inc. stands as a dependable partner, offering comprehensive investment advisory services, insurance solutions, and a client-centric approach to wealth management. With their proven expertise and solid presence across the region, they continue to deliver exceptional financial guidance and cultivate lasting client relationships.
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NATIONS FINANCIAL GROUP, INC.
Cedar Rapids, Iowa
Nations Financial Group, Inc. is a reputable regional investment advisory firm headquartered in Cedar Rapids, IA, operating through a widespread network of 41 offices. With a team of 85 skilled professionals solely dedicated to providing exceptional investment advisory services, the firm has established itself as a trusted partner in the financial industry.
Drawing on their extensive expertise, Nations Financial Group, Inc. manages an impressive average of $35,430,000 in assets under management per investment advisor. Their compensation structure encompasses various models, such as a percentage of assets under management and fixed fees, ensuring a tailored approach to meet their clients' diverse needs.
Renowned for their proficiency in managing employer 401Ks and individual portfolios, Nations Financial Group, Inc. boasts an extensive track record in this space. Approximately half of their assets under management are derived from these sources, showcasing their ability to navigate and optimize investments in both corporate and personal realms.
The firm also offers comprehensive insurance brokerage and agency services, further augmenting their range of financial solutions. With over 4,260 individual clients and an impressive $3,011,458,000 in assets under management, Nations Financial Group, Inc. has garnered the trust and confidence of a vast and diverse clientele.
The company takes pride in its long-standing team of advisors, including industry veterans Brian Wilkinson, Gregory Wolfe, and Richard Bennett. Their commitment to excellence and unwavering dedication to clients has contributed to the firm's stellar reputation and success in the competitive financial landscape.
Nations Financial Group, Inc. stands as a dependable partner, offering comprehensive investment advisory services, insurance solutions, and a client-centric approach to wealth management. With their proven expertise and solid presence across the region, they continue to deliver exceptional financial guidance and cultivate lasting client relationships.
CEDAR VALLEY WEALTH ADVISORS
Cedar Falls, Iowa
Cedar Valley Wealth Advisors, based out of Cedar Falls, IA, is a small investment advisory firm dedicated to providing comprehensive financial planning and investment management services. With a team of two highly experienced registered advisors, Robert Heaton and Karla Hoppes, they bring a wealth of knowledge and expertise to their clients.
Specializing in investment advisory services, Cedar Valley Wealth Advisors manages an impressive average of $111,950,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and customized solutions for their clients.
Cedar Valley Wealth Advisors boasts an extensive client base, serving over 70 individual clients with a total of $144,775,000 in assets under management. Notably, their expertise shines in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. This experience demonstrates their proficiency in helping clients navigate the complexities of retirement planning and maximizing investment opportunities.
As a fully discretionary investment firm, Cedar Valley Wealth Advisors has the authority to make investment decisions on behalf of their clients, enabling efficient portfolio management and timely adjustments to market conditions.
With their office in Cedar Falls, IA, Cedar Valley Wealth Advisors is deeply rooted in the local community and committed to providing personalized financial guidance to their clients. Whether individuals are planning for retirement, saving for education, or seeking wealth preservation strategies, Cedar Valley Wealth Advisors offers comprehensive solutions tailored to meet each client's unique financial goals.
FSB PREMIER WEALTH MANAGEMENT, INC.
Waterloo, Iowa
FSB Premier Wealth Management, Inc. is a reputable investment advisory firm headquartered in Waterloo, IA. With a team of 12 dedicated professionals, 10 of whom specialize in providing investment advisory services, they are committed to delivering personalized financial solutions to their clients. With an impressive average of approximately $16,080,000 in assets under management per investment advisor, FSB Premier has established itself as a reliable and capable wealth management partner.
The firm's compensation structure is designed to align their interests with their clients' success. They offer various types of compensation, including a percentage of assets under management, hourly charges, and performance-based fees. This ensures that clients receive tailored solutions that meet their unique financial goals.
With a substantial client base of over 670 individuals, FSB Premier manages a total of $241,224,000 in assets. Notably, half of their assets under management come from employer 401Ks or individuals, demonstrating their expertise and experience in this domain. FSB Premier Wealth Management handles all managed assets on a discretionary basis, allowing them to make informed investment decisions on behalf of their clients.
In addition to investment advisory services, FSB Premier also provides insurance brokerage services, further expanding their offerings to meet the diverse needs of their clientele. The firm maintains a strong local presence with seven offices, serving clients throughout the Waterloo, IA area.
FSB Premier prides itself on its team of experienced advisors. Some of the longest tenured advisors at the firm include Alexander Vlach, Ryan Risetter, and Rodney Duroe, who bring a wealth of knowledge and expertise to their roles. Their commitment to delivering exceptional service and personalized financial solutions has earned them a solid reputation in the industry.