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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Adel, IA

Every SEC-registered investment adviser representative at a firm office in Adel, with the firms that employ the most of them.

The short answer

8 registered advisors work in Adel; the most are at Eagle Strategies LLC (2). 0 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Adel

FirmAdvisors in Adel
Eagle Strategies LLC2
LPL Financial LLC news2
Bridgeport Financial Solutions1
Knights Of Columbus Asset Advisors LLC1
State Farm Investment Management Corp.1
Wealthcare Capital Partners, LLC1

Advisors in Adel, A to Z

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Other cities in Iowa

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West Des Moines 771Cedar Rapids 411Des Moines 409Urbandale 238Dubuque 188Davenport 165Fairfield 119Bettendorf 108Clive 83Waterloo 75Cedar Falls 71Hiawatha 70Ankeny 68Iowa City 65Sioux City 65Johnston 58Ames 53Coralville 51Waverly 37Pella 33Clinton 32Spencer 29Mason City 27Carroll 26

Questions

How many financial advisors are in Adel, IA?

8 investment adviser representatives are registered at firm offices in Adel, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Adel?

Eagle Strategies LLC, with 2 registered advisors in Adel, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Adel?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.