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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Ankeny, IA

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

72 registered advisors work in Ankeny; the most are at Edward Jones (12). 0 list the CFP designation and 62 are also registered broker representatives.

Firms with the most advisors in Ankeny

FirmAdvisors in Ankeny
Edward Jones news12
Cetera Investment Advisers LLC news7
Northwestern Mutual Investment Services, LLC5
LPL Enterprise, LLC news4
Principal Advised Services4
Wells Fargo Clearing Services, LLC news4
Lsb Wealth Management3
U.S. Bancorp Advisors, LLC3
Custom Wealth Planners2
Eagle Strategies LLC2
LPL Financial LLC news2
Lexaurum Advisors2
Principal Securities, Inc.2
State Farm Investment Management Corp.2
Uncommon Wealth Partners, LLC2
Ameritas Advisory Services, LLC1
Black Mammoth LLC1
Cetera Planning Partners news1
Creative Planning news1
Empower Advisory Group, LLC1
Hornor, Townsend & Kent, LLC1
Invesco Advisers, Inc.1
J.P. Morgan Securities LLC news1
Morgan Stanley news1
Northwest Wealth Management, LLC1

Advisors in Ankeny, A to Z

Search all of Iowa →

Other cities in Iowa

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West Des Moines 812Cedar Rapids 441Des Moines 438Urbandale 252Dubuque 191Davenport 178Fairfield 122Bettendorf 116Clive 90Waterloo 79Hiawatha 76Cedar Falls 73Iowa City 71Sioux City 65Johnston 59Ames 57Coralville 56Waverly 37Pella 35Clinton 32Mason City 31Spencer 29Decorah 27Fort Dodge 27

Questions

How many financial advisors are in Ankeny, IA?

72 investment adviser representatives are registered at firm offices in Ankeny, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 62 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Ankeny?

Edward Jones, with 12 registered advisors in Ankeny, followed by Cetera Investment Advisers LLC with 7.

How do I check a financial advisor in Ankeny?

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.