Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Cedar Rapids, IA
Every SEC-registered investment adviser representative at a firm office in Cedar Rapids, with the firms that employ the most of them.
441 registered advisors work in Cedar Rapids; the most are at Bfc Planning, Inc. (126). 0 list the CFP designation and 382 are also registered broker representatives.
Firms with the most advisors in Cedar Rapids
Advisors in Cedar Rapids, A to Z (first 300 of 441)
Search all of Iowa →- Roger G. AbelLPL Financial LLC
- Nicole G. AdesinaTransamerica Financial Advisors, LLC
- Devon K. AlberLPL Financial LLC · Certified Financial Planner
- Jeremy AldrichEmpower Advisory Group, LLC
- Peter F. AlepraRBC Capital Markets, LLC
- Daniel A. AndereggCetera Investment Advisers LLC · Chartered Financial Consultant
- Robert R. AndersonBfc Planning, Inc.
- Stephanie N. AndersonCetera Investment Advisers LLC
- David R. AndrewLPL Financial LLC
- Gerald K. AskRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Robert W. Bagby Jr.Bfc Planning, Inc.
- Melanie BairdRBC Capital Markets, LLC
- Ethan BallCoppell Advisory Solutions LLC
- Edward J. BalmesBfc Planning, Inc.
- Jon C. BancksMorgan Stanley
- Zach R. BardenSavant Wealth Management · Certified Financial Planner
- Todd A. Barker Sr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Sheri L. BarronValic Financial Advisors, Inc.
- Michelle A. BarryTransamerica Financial Advisors, LLC
- David A. BasingerNations Financial Group, Inc. · Certified Financial Planner
- Andrew M. BassNations Financial Group, Inc.
- Robert C. BattinNations Financial Group, Inc.
- Chase J. BauteBfc Planning, Inc.
- Janet R. BealCetera Investment Advisers LLC · Certified Financial Planner
- Jeffrey A. BeanNorthwestern Mutual Investment Services, LLC
- Robert E. BeardBfc Planning, Inc.
- Bradley J. BeckerPfs Investments Inc.
- Jordan P. BennettNations Financial Group, Inc.
- Richard S. BennettNations Financial Group, Inc.
- Calista L. BergstromOsaic Wealth, Inc.
- Thomas J. BerthelBerthel, Fisher & Company Financial Services, Inc.
- Dakota L. BestTransamerica Financial Advisors, LLC
- Devin J. BettmannEdward Jones
- Terry L. BetzelbergerBfc Planning, Inc.
- Dalton E. BickfordChoreo, LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew N. Bins-CastronovoBfc Planning, Inc.
- Erik J. BjorsethNations Financial Group, Inc.
- Brian P. BockLPL Financial LLC
- Walker J. BormannKnights Of Columbus Asset Advisors LLC
- Ryan D. BoschEquitable Advisors, LLC
- Payton T. BoyeaBfc Planning, Inc.
- Raymond BoyumCambridge Investment Research Advisors, Inc.
- Steven D. BraggCommonwealth Financial Network
- Brian S. BrandtCommonwealth Financial Network · Certified Financial Planner
- Scott M. BrannanBfc Planning, Inc.
- Ella BrazellLPL Financial LLC
- Thomas G. BrennanNations Financial Group, Inc.
- Dylan D. BrooksBfc Planning, Inc. · Certified Financial Planner
- Zachary A. BrotzmanCoppell Advisory Solutions LLC
- Noor E. BucholzBfc Planning, Inc.
- Elton A. Bueche Jr.Bfc Planning, Inc.
- Richard R. BullerBfc Planning, Inc.
- Mary L. BurressTransamerica Financial Advisors, LLC
- Jeffrey C. BusbeeBusbee Wealth Advisors LLC · Certified Financial Planner
- Stephen M. CairneyNations Financial Group, Inc.
- James R. Caldwell Jr.Bfc Planning, Inc.
- Ion V. CangeaBfc Planning, Inc.
- Stacy L. CannoyEdward Jones
- Matthew D. CarlisleLPL Financial LLC
- Nancy C. CarrelBfc Planning, Inc.
- George G. CaseyBfc Planning, Inc.
- Blake M. ChanceCedar Point Capital Partners, LLC
- Erica ChavezLPL Financial LLC
- Scott J. ChipokasRobert W. Baird & Co. Incorporated
- Stefan C. ChristensenOsaic Wealth, Inc.
- Andrew J. ChristoffersonBerthel, Fisher & Company Financial Services, Inc.
- Paige N. ChristoffersonBfc Planning, Inc.
- Jeremy R. ClarkEdward Jones
- Christopher G. ClausonNations Financial Group, Inc.
- Max L. CondeNations Financial Group, Inc.
- William ConnellyEmpower Advisory Group, LLC
- Leigh A. CookLPL Financial LLC
- Mitchell L. CookAccel Wealth Management
- Scott M. CooleyBasepoint Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
- Amanda R. CooneyBfc Planning, Inc.
- Brian P. CorriganBfc Planning, Inc.
- Robert CostelloTransamerica Financial Advisors, LLC
- Larry L. CoyleBfc Planning, Inc.
- Glenn H. CrayBfc Planning, Inc.
- Francis X. Cretzmeyer IIIRBC Capital Markets, LLC
- Edward S. D'Entremont Jr.Nations Financial Group, Inc.
- David D. DassellValic Financial Advisors, Inc.
- Shelley R. DavenportBerthel, Fisher & Company Financial Services, Inc.
- Jason DavisEdward Jones · Certified Financial Planner
- Nicole R. DavisLPL Financial LLC
- Michael A. DawsonLPL Financial LLC
- Elyse A. De CorahCetera Investment Advisers LLC
- Phillip S. DedinskyBfc Planning, Inc.
- Amy L. DeputyNorthwestern Mutual Investment Services, LLC
- Shane M. DesherliaBfc Planning, Inc.
- Ronald L. DetweilerBasepoint Wealth, LLC
- Shawn E. DevriesTransamerica Retirement Advisors, LLC
- Matthew F. DidierEmpower Advisory Group, LLC
- Todd L. DimmerCambridge Investment Research Advisors, Inc.
- Ty W. DinussonEquitable Advisors, LLC
- Allison A. DirksEdward Jones
- Jeffrey A. DitsworthIntegrity Alliance, LLC. · Chartered Financial Consultant
- Michael C. DombroskiAmeriprise Financial Services, LLC
- Brennen DorighiAmeriprise Financial Services, LLC
- Edward J. DoughertyBfc Planning, Inc.
- Brian DoughneyNations Financial Group, Inc. · Certified Financial Planner, Chartered Financial Analyst
- David S. DowneyBerthel, Fisher & Company Financial Services, Inc.
- Kelsey DrahosCetera Investment Advisers LLC
- Elizabeth A. DugganRobert W. Baird & Co. Incorporated
- Randall E. DugganBfc Planning, Inc.
- Coleman EberlyThrivent Investment Management Inc.
- Dustin ElgersmaLPL Financial LLC
- Scott R. EnglandLPL Financial LLC
- Leann R. ErenbergerU.S. Bancorp Advisors, LLC
- Cole M. EricksonBeacon Capital, LLC
- David B. ErnstCedar Point Capital Partners, LLC
- Crystal EverettWells Fargo Clearing Services, LLC
- Jonas C. EverettLPL Financial LLC
- David R. FalkBfc Planning, Inc.
- Lary W. FeldkampLPL Financial LLC
- Peter J. FerraroBfc Planning, Inc.
- Christine K. FerringRaymond James Financial Services Advisors, Inc.
- Travis E. FeuchtBfc Planning, Inc.
- Andrew L. FeyerabendBfc Planning, Inc.
- Nathan W. FisherRaymond James Financial Services Advisors, Inc.
- William R. FlemingEdward Jones
- William D. FokBfc Planning, Inc.
- Jonathan E. FonashTransamerica Financial Advisors, LLC
- Lainey A. FordRobert W. Baird & Co. Incorporated
- Kelsey C. FosterState Farm Investment Management Corp.
- Austin J. FrancisBfc Planning, Inc.
- Hayden B. FrankCetera Investment Advisers LLC
- Barry J. FrantzSavant Wealth Management
- Joby P. FreyEquitable Advisors, LLC
- Chad B. FriedmanNations Financial Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Robert P. FriedmanNations Financial Group, Inc.
- David J. FunkeOn Investment Management Co.
- Anthony J. GaiffeAccel Wealth Management · Certified Financial Planner
- Chad L. GammonCustom Fit Financial · Certified Financial Planner
- Thomas M. GasbarreNations Financial Group, Inc.
- Kristine M. GillardTransamerica Financial Advisors, LLC
- Kyle GoerdtEquitable Advisors, LLC
- Kandace L. GordyCwm, LLC
- Kalvin M. Grabau-KeeleNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Rebecca J. GreeneChoreo, LLC
- Stephen T. GreggTransamerica Financial Advisors, LLC · Certified Financial Planner
- Becky J. GrovesBfc Planning, Inc.
- Steven A. GundyBfc Planning, Inc.
- Robert J. GustafsonBfc Planning, Inc.
- Andrew Z. HaaseThrivent Investment Management Inc.
- Brian C. HackettTransamerica Financial Advisors, LLC
- Samuel C. HammesCetera Investment Advisers LLC
- Ross HansonNations Financial Group, Inc.
- William R. HappelRBC Capital Markets, LLC
- Sean HardinBfc Planning, Inc.
- Daniel J. HartnettWells Fargo Clearing Services, LLC
- Jeffrey A. HaugseCommonwealth Financial Network
- Charles W. Heil IIIBfc Planning, Inc.
- Trevor D. HeitlandBfc Planning, Inc.
- Christopher P. HendersonTransamerica Financial Advisors, LLC
- Patrice I. HenjumBfc Planning, Inc.
- Jolene K. HennTransamerica Financial Advisors, LLC
- Kent W. HenningsCambridge Investment Research Advisors, Inc.
- Ryne HenrichChoreo, LLC · Certified Financial Planner
- Rochelle M. Henry ErnbergerNations Financial Group, Inc.
- Clifton P. HiggsBfc Planning, Inc.
- Sajra HillPfs Investments Inc.
- Mark H. HoffmanEdward Jones
- William J. HolowatukBfc Planning, Inc.
- Louise D. HoltzLPL Financial LLC
- David R. HooverChoreo, LLC
- Scott F. HoskinsBfc Planning, Inc.
- Halle HowardWells Fargo Advisors Financial Network, LLC
- Jacob D. HubanksLPL Financial LLC
- Darin L. HughesBfc Planning, Inc.
- Scott A. HumeBfc Planning, Inc. · Certified Financial Planner
- James C. HumphreysState Farm Investment Management Corp.
- Amber E. HuntBasepoint Wealth, LLC
- Mark D. HunterLPL Financial LLC
- Valerie IrvineWells Fargo Clearing Services, LLC
- Arthur L. Jackson Jr.Bfc Planning, Inc.
- Donna S. JenkinsOsaic Wealth, Inc.
- Alex J. JensenCwm, LLC · Certified Financial Planner
- Deborah R. JesseeBfc Planning, Inc.
- Andrew A. JohnsonBerthel, Fisher & Company Financial Services, Inc.
- Ann K. JohnsonWells Fargo Clearing Services, LLC
- Deborah K. JohnsonNations Financial Group, Inc.
- Jeffrey L. JohnsonEdward Jones · Chartered Financial Consultant
- Stephen R. JohnsonWells Fargo Clearing Services, LLC
- Dorris G. JonesBfc Planning, Inc.
- Meredith C. Jones IIIBfc Planning, Inc.
- Kerry G. JuddBfc Planning, Inc. · Chartered Financial Consultant
- Paula JuszczykTransamerica Financial Advisors, LLC
- Michael J. KaiserValic Financial Advisors, Inc.
- Shane R. KalerBfc Planning, Inc.
- Joana H. KarlLPL Financial LLC
- Stephanie G. KarrRBC Capital Markets, LLC
- Farrukh S. KazmiBfc Planning, Inc.
- James C. KekerisBfc Planning, Inc.
- Owen P. KennedyBfc Planning, Inc. · Chartered Financial Consultant
- D. G. (Chip) Kensinger Jr.Bcg Securities, Inc. · Certified Financial Planner
- Justin N. KensingerBcg Securities, Inc.
- Heath M. KilpatrickState Farm Investment Management Corp. · Chartered Financial Consultant
- Beverly C. KimballBfc Planning, Inc.
- David M. KingThrivent Investment Management Inc.
- Scott W. KlahnLPL Financial LLC
- Kari A. KlienState Farm Investment Management Corp. · Chartered Financial Consultant
- Bryan J. KnudsonBasepoint Wealth, LLC · Certified Financial Planner
- Ryan J. KoesterWells Fargo Clearing Services, LLC
- Kevin C. KoslofskiBfc Planning, Inc.
- Amber B. KoutnyCwm, LLC
- Maureen B. KozakNations Financial Group, Inc. · Certified Financial Planner
- Christina D. KramerTransamerica Financial Advisors, LLC
- Katherine E. KulaBasepoint Wealth, LLC
- Kelly A. KunstBfc Planning, Inc. · Certified Financial Planner
- Majid M. KureshiBfc Planning, Inc.
- David C. KurtBfc Planning, Inc.
- Austin L. LackeyCommonwealth Financial Network
- Brad J. LagrangeBfc Planning, Inc.
- David F. LagrangeBfc Planning, Inc.
- Maxwell J. LampeEquitable Advisors, LLC
- Rebecca S. LandaPrincipal Advised Services
- Amanda L. LaneCetera Planning Partners
- Andrew D. LawsTransamerica Financial Advisors, LLC
- Amy J. LeeWells Fargo Clearing Services, LLC
- Morgan LessOn Investment Management Co.
- Adam L. Levine-WeinbergTransamerica Financial Advisors, LLC · Chartered Financial Analyst
- Kevin D. LindblomEagle Strategies LLC · Chartered Financial Consultant
- Seward A. Linton Jr.Nations Financial Group, Inc.
- Kirk E. LittlewoodBfc Planning, Inc.
- John A. LocherWells Fargo Clearing Services, LLC
- Garret LockeLPL Financial LLC
- James H. LockeBeacon Capital, LLC
- Jadyn C. LoeddingBfc Planning, Inc.
- Steven M. LoeschNations Financial Group, Inc.
- Joshua S. LuerkensRBC Capital Markets, LLC
- Curtis V. LundBfc Planning, Inc.
- Daniel P. MackEquitable Advisors, LLC
- John T. MackEquitable Advisors, LLC · Chartered Financial Consultant
- Kyle K. MahoneyLPL Financial LLC
- Tofig MammadovBfc Planning, Inc. · Certified Financial Planner
- Todd J. ManternachAccel Wealth Management · Chartered Financial Consultant
- Allikan C. MartensLPL Financial LLC
- Monte S. MartiOsaic Wealth, Inc. · Chartered Financial Consultant
- Adam J. MaskeMorgan Stanley
- Michael J. Mason Jr.LPL Financial LLC
- Joann MastersMorgan Stanley
- Byron MatysekBfc Planning, Inc.
- Carol A. MayhartNations Financial Group, Inc. · Chartered Financial Consultant
- Brian J. McCauleyBfc Planning, Inc.
- Andrew M. McCloskeyNations Financial Group, Inc.
- Daniel A. McCorkleBfc Planning, Inc.
- Christie McCoyNations Financial Group, Inc.
- Randall J. McCrightWells Fargo Clearing Services, LLC
- Martha S. McCurryNations Financial Group, Inc.
- Jamie W. McDonaldNations Financial Group, Inc. · Certified Financial Planner
- Tara L. McDonaldBfc Planning, Inc. · Certified Financial Planner
- Colby R. McIntireGrit Family Office, LLC
- Kimberly McIntoshWells Fargo Clearing Services, LLC
- Joseph R. Medley Jr.Bfc Planning, Inc.
- Tory A. MeiborgSavant Wealth Management
- Bridget C. MeierCedar Point Capital Partners, LLC
- Katie M. MetcalfNations Financial Group, Inc.
- Cindy L. MeyerWells Fargo Clearing Services, LLC
- Jacqueline R. MeyerMorgan Stanley
- Robert C. MeyerBfc Planning, Inc.
- Alexandra M. MickelsonLunea Wealth Management
- Stephen R. MickelsonRed Cedar
- Robert R. MilbrathEdward Jones · Certified Financial Planner
- Leslie D. MillerNations Financial Group, Inc.
- Joshua G. MillsRobert W. Baird & Co. Incorporated
- Megan E. MinogueTransamerica Financial Advisors, LLC
- Riddhiman MohararAres-Bound Capital
- Kaylee M. MontanezRobert W. Baird & Co. Incorporated
- William O. Moore VNations Financial Group, Inc. · Certified Financial Planner
- John P. MorganLPL Financial LLC
- Jeffrey A. MorrisBfc Planning, Inc.
- Steven A. MuecklBfc Planning, Inc.
- Joseph R. MullerBfc Planning, Inc.
- Scott T. MunroBfc Planning, Inc.
- Mark J. MurthaBfc Planning, Inc.
- Casey MushrushLPL Financial LLC
- Robert M. MyersSavant Wealth Management · Certified Financial Planner
- Thomas R. NeffEdward Jones
- James E. NelsonBfc Planning, Inc.
- Wendy L. NemecekCwm, LLC
- Teddy J. NewmanBfc Planning, Inc.
- Bret L. NiemuthBeacon Capital, LLC · Chartered Financial Consultant
- Thomas C. NievesBfc Planning, Inc.
- Brock J. NoelValic Financial Advisors, Inc.
- Gary P. NotchBfc Planning, Inc.
- Todd A. NyeBfc Planning, Inc. · Chartered Financial Consultant
- Sara C. OattTransamerica Financial Advisors, LLC
- Lisa OlingerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John K. PalmerBfc Planning, Inc. · Certified Financial Planner
- Thomas ParkinBfc Planning, Inc.
- Bradley C. ParsonsRaindrop Financial, Inc.
- Hayden R. PassmorePrivate Wealth Asset Management
- John D. PatockBfc Planning, Inc. · Chartered Financial Consultant
- Amber R. PaulsenTransamerica Financial Advisors, LLC · Chartered Financial Consultant
- Christopher B. PelleyBfc Planning, Inc.
- Kelly A. PestkaNorthwestern Mutual Investment Services, LLC
- Dominick D. PetzWells Fargo Clearing Services, LLC
- Nathanael J. PfeilNations Financial Group, Inc.
- Terry J. PitchfordBfc Planning, Inc. · Chartered Financial Consultant
Other cities in Iowa
All of Iowa →West Des Moines 812Des Moines 438Urbandale 252Dubuque 191Davenport 178Fairfield 122Bettendorf 116Clive 90Waterloo 79Hiawatha 76Cedar Falls 73Ankeny 72Iowa City 71Sioux City 65Johnston 59Ames 57Coralville 56Waverly 37Pella 35Clinton 32Mason City 31Spencer 29Decorah 27Fort Dodge 27
Questions
How many financial advisors are in Cedar Rapids, IA?
441 investment adviser representatives are registered at firm offices in Cedar Rapids, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 382 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Cedar Rapids?
Bfc Planning, Inc., with 126 registered advisors in Cedar Rapids, followed by Nations Financial Group, Inc. with 46.
How do I check a financial advisor in Cedar Rapids?
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.