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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bellevue, IA

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

The short answer

2 registered advisors work in Bellevue; the most are at LPL Financial LLC (2). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Bellevue

FirmAdvisors in Bellevue
LPL Financial LLC news2

Advisors in Bellevue, A to Z

Search all of Iowa →

Other cities in Iowa

All of Iowa →

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 Bellevue, IA?

2 investment adviser representatives are registered at firm offices in Bellevue, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Bellevue?

LPL Financial LLC, with 2 registered advisors in Bellevue.

How do I check a financial advisor in Bellevue?

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.