Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Iowa
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Iowa, by city and A to Z.
The short answer
116 registered advisors work at Osaic Wealth, Inc. in Iowa, out of 7,287 nationwide; it's the firm's number 21 state by advisors, and the most are in Waterloo (13). 19 list the CFP designation and 116 are also registered broker representatives.
Osaic Wealth, Inc. advisors by city in Iowa
Every firm in Iowa →Waterloo 13West Des Moines 13Hiawatha 9Cedar Rapids 8Clive 6Fort Dodge 6Johnston 5Algona 4Council Bluffs 3Dubuque 3Knoxville 3Manchester 3Sioux City 3Ames 2Belle Plaine 2Davenport 2Des Moines 2Greenfield 2Maquoketa 2Oelwein 2Spencer 2Ackworth 1Ankeny 1Carroll 1Chariton 1Decorah 1Dysart 1Gilmore City 1Glenwood 1Hampton 1Jesup 1Marion 1Marshalltown 1Nevada 1Pleasantville 1Roland 1Sergeant Bluff 1
Osaic Wealth, Inc. advisors in Iowa, A to Z
Search by name →- Mark J. AasenWest Des Moines
- Scott A. AndersonHiawatha
- Noah M. ArendsWaterloo
- Jeffrey B. BakerWest Des Moines
- Anne Ballantini-PoeppeClive
- Andrew D. BehnkendorfJohnston
- Hannah M. BehnkendorfJohnston
- Shawn M. BehrendsenGilmore City
- Brian E. BennettWest Des Moines · Certified Financial Planner
- Calista L. BergstromCedar Rapids
- Jason L. BlomgrenClive · Certified Financial Planner
- Klayton F. BoothJohnston
- John BrackerCouncil Bluffs
- Benjamin J. BruinsClive
- Tenley R. CavanaghMaquoketa
- Todd E. ChambersPleasantville
- Stefan C. ChristensenCedar Rapids
- John W. Cole Jr.West Des Moines · Certified Financial Planner
- Tracy A. CrimminsFort Dodge
- Terry D. CrossAmes
- Joseph C. CunninghamKnoxville
- Wick CunninghamKnoxville
- Ryan CurtisBelle Plaine
- Brennen DorighiCedar Rapids
- Sarah J. DoryWinterset
- Alex M. ElbertAlgona
- Chase G. FelchleWaterloo
- Russell J. FeldmanMarshalltown
- Nicholas S. FeledyClive
- Thomas T. FoxHiawatha · Certified Financial Planner
- Anthony J. FuryDubuque · Certified Financial Planner
- Luke GradovilleHiawatha
- Tyler J. GundersonWest Des Moines
- Kirk D. HaefnerHiawatha
- Kyle HansonSioux City
- Philip F. HauserHampton · Chartered Financial Consultant
- Grant A. HeddingerJohnston · Certified Financial Planner
- Steven J. HeidemanWest Des Moines
- Drew C. HorstSpencer
- James J. Horst Jr.Spencer · Certified Financial Planner
- Jordan J. IrelandSergeant Bluff
- Deborah S. JacksonWest Des Moines
- Christopher E. JandaDes Moines
- Amy M. JansenAlgona
- Andrew A. JansenAlgona
- Barry C. JohnsonWellman
- Erica JohnsonWaterloo
- Gregory A. JohnsonBelle Plaine
- Kole D. JohnsonOelwein
- Stefan A. JohnsonDubuque
- Tyler M. JohnsonWaterloo
- Preston W. JonesDavenport
- Scott J. JuliusFort Dodge
- Eric M. KaestnerHiawatha
- Kathleen A. KennicottDysart
- Steven A. KinradeMaquoketa
- Timothy J. KraayenbrinkFort Dodge
- Grant LairClive
- Dylan G. LangWest Des Moines
- Mikal Ludolph IIJesup
- Zach LussmanClive
- Daniel P. MarlowRoland
- Douglas M. MarlowAlgona
- Monte S. MartiCedar Rapids · Chartered Financial Consultant
- Andrew R. McCarvilleFort Dodge · Certified Financial Planner, Chartered Financial Consultant
- Richard A. McCarvilleFort Dodge · Chartered Financial Consultant
- Rian M. McGillCouncil Bluffs
- Stephen D. McGoldrickUrbandale
- Kyle A. McLaughlinHiawatha · Certified Financial Planner
- James J. McPartlandMarion · Chartered Financial Consultant
- Jesse E. MeehanWaterloo · Certified Financial Planner
- Emmi J. MillerNevada
- Anthony J. MonaghanManchester
- Leo K. MonaghanManchester
- Patricia E. MonatWaterloo · Certified Financial Planner
- Michael W. MontagDubuque · Certified Financial Planner, Personal Financial Specialist
- James R. Mundell Jr.Waterloo
- Alek L. MurphyCouncil Bluffs
- Austin R. MyersWaterloo
- Noah L. NabbHiawatha
- John L. NesbitDes Moines
- Jeffrey A. NetolickyAnkeny
- David S. NicholsWest Des Moines
- Steven J. NidaWaterloo
- Brock J. NortonFort Dodge
- Brady J. O'ConnorWaterloo
- Shane P. O'MalleyWest Des Moines · Certified Financial Planner
- Bryon R. OinesSioux City
- Shannon M. ParksGlenwood
- George I. PetersonWaterloo · Certified Financial Planner
- Kent M. PorterWest Des Moines · Certified Financial Planner
- Richard R. ReiserDecorah · Certified Financial Planner
- Timothy J. RialCarroll
- Joshua P. RiceWest Des Moines
- Brandon C. RudeCedar Rapids
- Brian W. SamuelsonWest Des Moines
- Chadwic J. SarsfieldCedar Rapids
- Coy J. SarsfieldCedar Rapids
- Kari J. SchafferWaterloo
- Cory R. SchieltzHiawatha
- Justin M. ShafferOelwein
- Isaac W. ShawDavenport
- Dillon J. ShindelarGreenfield
- James A. ShindelarGreenfield
- Richard A. SmithAmes
- Kelly D. SteeleCedar Rapids
- Adam D. SteenblockWaterloo · Certified Financial Planner
- Denise L. StormChariton · Certified Financial Planner
- Jennifer L. TakenManchester
- David W. TannerAckworth
- Joseph A. Tursi Jr.Windsor Heights
- Kevin J. WadleKnoxville
- William J. WarrenJohnston · Certified Financial Planner
- Peyton L. WeberHiawatha
- Elizabeth A. WieselerSioux City
- Nicholas S. WilzWaukon
Osaic Wealth, Inc. advisors in every state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Wealth, Inc. in other states
California 820New York 619Florida 452Texas 380Arizona 363Ohio 315Pennsylvania 312Wisconsin 300Minnesota 292Michigan 278Illinois 237New Jersey 225North Carolina 174Massachusetts 153Virginia 153Indiana 148Maryland 143Georgia 139Nebraska 136Tennessee 121Missouri 116Washington 112Colorado 109Kansas 98Connecticut 91Oregon 85South Carolina 71Oklahoma 66Alabama 65Kentucky 61Louisiana 57Utah 56Hawaii 55Montana 44North Dakota 39South Dakota 38Idaho 32New Hampshire 32Delaware 29Rhode Island 23Nevada 21West Virginia 18Mississippi 16Arkansas 15New Mexico 15Alaska 11Wyoming 11Maine 10Vermont 6
Questions
How many Osaic Wealth, Inc. financial advisors are in Iowa?
116 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 at the firm nationwide. 19 list the CFP designation and 116 are also registered as broker representatives.
Where in Iowa does Osaic Wealth, Inc. have the most advisors?
Waterloo, with 13, then West Des Moines (13). Osaic Wealth, Inc. has advisors in 37 cities in Iowa.
How do I check a Osaic Wealth, Inc. 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 Osaic Wealth, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.