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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Des Moines, IA

Every SEC-registered financial advisor at a firm office in Des Moines who lists the Chartered Financial Analyst designation, A to Z.

13 CFA charterholders work in Des Moines; the most are at Btc Capital Management (3). 5 are also registered broker representatives.

CFA advisors in Des Moines, A to Z

Every advisor in Des Moines →
  • Jon K. AugustineBtc Capital Management · Chartered Financial Analyst
  • Jeffrey S. BirdsleyBtc Capital Management · Chartered Financial Analyst
  • Justin D. CarleyBtc Capital Management · Chartered Financial Analyst
  • Scott A. ChristensenPrincipal Advised Services · Chartered Financial Analyst
  • Michael P. FinneganPrairie Wealth Advisors, Inc. · Chartered Financial Analyst
  • Joel B. FortneyKoios Private Family Offices, LLC · Chartered Financial Analyst
  • Kevin S. McMahonCambridge Investment Research Advisors, Inc. · Chartered Financial Analyst
  • Adam Z. ShahPrincipal Securities, Inc. · Chartered Financial Analyst
  • Kevin A. ShiresDmkc Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Jared R. SuttonCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Barbara WenigPrincipal Asset Management · Chartered Financial Analyst
  • James F. WesselsCambridge Investment Research Advisors, Inc. · Personal Financial Specialist, Chartered Financial Analyst
  • Andrew M. WrightsmanPrincipal Asset Management · Chartered Financial Analyst

Firms with the most CFA charterholders in Des Moines

Btc Capital Management 3Cambridge Investment Research Advisors, Inc. 3Principal Asset Management 2Dmkc Advisory Services, LLC 1Koios Private Family Offices, LLC 1Prairie Wealth Advisors, Inc. 1Principal Advised Services 1Principal Securities, Inc. 1

CFA advisors in other Iowa cities

All of Iowa →

West Des Moines 19Urbandale 8Clive 4Bettendorf 3Dubuque 3

Questions

How many CFA financial advisors are in Des Moines, IA?

13 SEC-registered investment adviser representatives at firm offices in Des Moines, Iowa list the CFA designation; Btc Capital Management employs the most of them (3).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Des Moines?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.