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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cedar Falls, IA

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

71 registered advisors work in Cedar Falls; the most are at Ameriprise Financial Services, LLC (23). 13 list the CFP designation and 58 are also registered broker representatives.

Firms with the most advisors in Cedar Falls

FirmAdvisors in Cedar Falls
Ameriprise Financial Services, LLC news23
LPL Financial LLC news5
Principal Securities, Inc.5
Cambridge Investment Research Advisors, Inc. news4
Edward Jones news4
State Farm Investment Management Corp.4
Cedar Valley Wealth Advisors3
Dynamic Financial Group3
Benchmark Financial2
Commonwealth Financial Network news2
Fencl Advisory Services, LLC2
MML Investors Services, LLC2
Park Avenue Securities LLC2
Wealth Enhancement Advisory Services, LLC news2
Heartland Financial Services, Ltd.1
Highland Wealth Management1
Hornor, Townsend & Kent, LLC1
Ignite Financial1
Lsb Wealth Management1
Navigate Financial Planning LLC1
Origin Investment Advisory LLC1
Pfs Investments Inc.1
Rda Financial Network1

Advisors in Cedar Falls, A to Z

CFP advisors in Cedar Falls →

Other cities in Iowa

All of Iowa →

West Des Moines 760Cedar Rapids 405Des Moines 400Urbandale 252Dubuque 180Davenport 162Bettendorf 106Fairfield 106Clive 87Waterloo 72Ankeny 71Iowa City 66Hiawatha 62Sioux City 61Johnston 59Ames 54Coralville 51Waverly 39Pella 34Clinton 31Spencer 30Marion 28Council Bluffs 25Decorah 25

Questions

How many financial advisors are in Cedar Falls, IA?

71 investment adviser representatives are registered at firm offices in Cedar Falls, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 58 of them are also registered as broker representatives, and 13 list the CFP designation.

Which firm has the most financial advisors in Cedar Falls?

Ameriprise Financial Services, LLC, with 23 registered advisors in Cedar Falls, followed by LPL Financial LLC with 5.

How do I check a financial advisor in Cedar Falls?

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.