Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Urbandale, IA
Every SEC-registered financial advisor at a firm office in Urbandale who lists the Chartered Financial Analyst designation, A to Z.
8 CFA charterholders work in Urbandale; the most are at Foster Group, Inc. (3). 2 are also registered broker representatives.
CFA advisors in Urbandale, A to Z
Every advisor in Urbandale →- Kurt J. BelgerWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jasen B. DahmCambridge Investment Research Advisors, Inc. · Chartered Financial Analyst
- John R. DaviesFoster Group, Inc. · Chartered Financial Analyst
- Jose L. Leon IIIAo Wealth Advisory · Chartered Financial Analyst
- Ryan M. PageMokosak Advisory Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Travis J. RychnovskyFoster Group, Inc. · Chartered Financial Analyst
- Christian T. VoigtlanderGibraltar Capital Management, Inc. · Chartered Financial Analyst
- Michael J. WestphalFoster Group, Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in Urbandale
Foster Group, Inc. 3Ao Wealth Advisory 1Cambridge Investment Research Advisors, Inc. 1Gibraltar Capital Management, Inc. 1Mokosak Advisory Group, LLC 1Wells Fargo Clearing Services, LLC 1
CFA advisors in other Iowa cities
All of Iowa →Questions
How many CFA financial advisors are in Urbandale, IA?
8 SEC-registered investment adviser representatives at firm offices in Urbandale, Iowa list the CFA designation; Foster Group, Inc. 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 Urbandale?
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.