Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in West Des Moines, IA
Every SEC-registered financial advisor at a firm office in West Des Moines who lists the Chartered Financial Analyst designation, A to Z.
19 CFA charterholders work in West Des Moines; the most are at Gilbert & Cook, Inc. (7). 6 are also registered broker representatives.
CFA advisors in West Des Moines, A to Z
Every advisor in West Des Moines →- Fredrick A. BellBellwether Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
- Matthew G. BralCommonwealth Financial Network · Chartered Financial Analyst
- Thomas S. BreitbachVivid Wealth Management, LLC · Chartered Financial Analyst
- Gregory G. CarstensenBallast Capital Advisors, LLC · Chartered Financial Analyst
- Robert D. ChleboradUBS Financial Services Inc. · Chartered Financial Analyst
- Christopher C. CookGilbert & Cook, Inc. · Chartered Financial Analyst
- Todd C. DoorenbosArete Wealth Advisors, LLC · Chartered Financial Analyst
- Patrick J. FreundBallast Capital Advisors, LLC · Chartered Financial Analyst
- Brandon D. GrimmGilbert & Cook, Inc. · Chartered Financial Analyst
- Katherine A. GudgelGilbert & Cook, Inc. · Chartered Financial Analyst
- Jason L. GunkelSyverson Strege · Certified Financial Planner, Chartered Financial Analyst
- Matthew C. HallWells Fargo Advisors Financial Network, LLC · Chartered Financial Analyst
- John M. HawleyFarther · Chartered Financial Analyst
- Todd C. HenningsenGilbert & Cook, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Blake HoltmeierGilbert & Cook, Inc. · Chartered Financial Analyst
- Thomas M. McCaffreyCerity Partners LLC · Certified Financial Planner, Chartered Financial Analyst
- James MorrisUBS Financial Services Inc. · Chartered Financial Analyst
- Stephen B. MusserLegacy Bridge Private Family Offices · Chartered Financial Analyst
- Hayden D. ZeidlerGilbert & Cook, Inc. · Chartered Financial Analyst
Firms with the most CFA charterholders in West Des Moines
Gilbert & Cook, Inc. 7Cerity Partners LLC 3Ballast Capital Advisors, LLC 2UBS Financial Services Inc. 2Arete Wealth Advisors, LLC 1Bellwether Financial Advisors 1Commonwealth Financial Network 1Farther 1Legacy Bridge Private Family Offices 1Syverson Strege 1Vivid Wealth Management, LLC 1Wells Fargo Advisors Financial Network, LLC 1
CFA advisors in other Iowa cities
All of Iowa →Questions
How many CFA financial advisors are in West Des Moines, IA?
19 SEC-registered investment adviser representatives at firm offices in West Des Moines, Iowa list the CFA designation; Gilbert & Cook, Inc. employs the most of them (7).
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 West 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.