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Advisors for under $500,000 in Iowa

All 141 advisors

Advisors for under $500,000 in Iowa: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Sarah Zimmerman Kane Company Wealth Management Johnston PFS Percentage of assets, Hourly
Aaron Epstein Cedar Point Capital Partners Cedar Rapids Not listed Percentage of assets, Hourly
Amber Hunt Basepoint Wealth Cedar Rapids Not listed Percentage of assets, Hourly
Amy Deever West Financial Advisors Des Moines Not listed Percentage of assets, Hourly
Amy Kramer Quad-Cities Investment Group Davenport Not listed Percentage of assets
Austin Harris West Financial Advisors Des Moines Not listed Percentage of assets, Hourly
Blake Chance Cedar Point Capital Partners Cedar Rapids Not listed Percentage of assets, Hourly
Brian Boyle Boyle Capital West Des Moines Not listed Percentage of assets, Hourly
Brian Ramsay Wealthspan Partners Davenport Not listed Percentage of assets, Hourly
Brian Thompson Rockway Wealth Partners Urbandale Not listed Percentage of assets, Hourly
Brian West West Financial Advisors Des Moines Not listed Percentage of assets, Hourly
Bridget Meier Cedar Point Capital Partners Cedar Rapids Not listed Percentage of assets, Hourly
Cody Williams Wealthspan Partners Davenport Not listed Percentage of assets, Hourly
Cory Millmier BSC Capital Partners West Des Moines Not listed Percentage of assets, Hourly
David Amundson AIM Advisors Waukee Not listed Percentage of assets
David Borcherding Quad-Cities Investment Group Davenport Not listed Percentage of assets
David Ernst Cedar Point Capital Partners Cedar Rapids Not listed Percentage of assets, Hourly
David Merritt Boyle Capital West Des Moines Not listed Percentage of assets, Hourly
Evin Ersan Passage Global Capital Management Bettendorf Not listed Percentage of assets, Hourly
Frederick Palen Palen Financial Davenport Not listed Percentage of assets, Hourly
James Strege Rockway Wealth Partners Urbandale Not listed Percentage of assets, Hourly
Jason Shaw BSC Capital Partners West Des Moines Not listed Percentage of assets, Hourly
Jayme Bresnahan Successful Resource Management Johnston Not listed Percentage of assets, Hourly
John Sloan III Bellingham Capital Pella Not listed Percentage of assets, Hourly
Katherine Kula Basepoint Wealth Cedar Rapids Not listed Percentage of assets, Hourly
Keith Pochobradsky Basepoint Wealth Cedar Rapids Not listed Percentage of assets, Hourly
Kevin Frette Custom Wealth Planners Ankeny Not listed Percentage of assets, Fixed fees
Kevin Klein LIS Urbandale Not listed Percentage of assets
Kevin McGuire Rockway Wealth Partners Urbandale Not listed Percentage of assets, Hourly
Lance McDonald Lexington Capital Marion Not listed Percentage of assets, Fixed fees
Laura Swift Quad-Cities Investment Group Davenport Not listed Percentage of assets
Mark Grywacheski Quad-Cities Investment Group Davenport Not listed Percentage of assets
Matthew Evans BSC Capital Partners West Des Moines Not listed Percentage of assets, Hourly
Nicholas Ford Arnold and Mote Wealth Management Hiawatha Not listed Hourly, Fixed fees
Nile McLaughlin Wealthspan Partners Davenport Not listed Percentage of assets, Hourly
Peter Rothamel Rothamel Wealth Management Urbandale Not listed Percentage of assets, Hourly
Ronald Detweiler Basepoint Wealth Cedar Rapids Not listed Percentage of assets, Hourly
Ryan O'Hare Boyle Capital West Des Moines Not listed Percentage of assets, Hourly
Ryan Turner Basepoint Wealth Cedar Rapids Not listed Percentage of assets, Hourly
Scott Stoltenberg Quad-Cities Investment Group Davenport Not listed Percentage of assets
Tara Amundson AIM Advisors Waukee Not listed Percentage of assets