Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Iowa
Every SEC-registered investment adviser representative at a Captrust office in Iowa, by city and A to Z.
8 registered advisors work at Captrust in Iowa, out of 874 nationwide; it's the firm's number 24 state by advisors, and the most are in West Des Moines (8). 3 list the CFP designation and 5 are also registered broker representatives.
Captrust advisors by city in Iowa
Every firm in Iowa →Captrust advisors in Iowa, A to Z
Search by name →- Troy W. AndersonWest Des Moines
- Jean DuffyWest Des Moines
- Julie A. FullerWest Des Moines · Certified Financial Planner
- Whitney J. FullerWest Des Moines
- John D. LadenburgerWest Des Moines
- Jamie P. LynchWest Des Moines · Certified Financial Planner
- Aaron J. MorrisWest Des Moines · Certified Financial Planner
- Andrew J. ShimpWest Des Moines
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Captrust in other states
North Carolina 177Texas 79Massachusetts 62California 57New York 48Pennsylvania 43Florida 42Indiana 36Tennessee 35Minnesota 29Kansas 28Arizona 27Virginia 26Ohio 22Michigan 19South Carolina 18Colorado 16Illinois 15Alabama 14Georgia 14New Jersey 10Utah 10Washington 10Louisiana 6Connecticut 3Maryland 3Maine 3
Questions
How many Captrust financial advisors are in Iowa?
8 investment adviser representatives are registered at Captrust offices in Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 874 at the firm nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.
Where in Iowa does Captrust have the most advisors?
West Des Moines, with 8. Captrust has advisors in 1 city in Iowa.
How do I check a Captrust advisor in Iowa?
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, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Captrust office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.