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Financial ADVSR advisor directory · SEC adviser records

Savant Wealth Management financial advisors in Cedar Rapids, IA

Every SEC-registered investment adviser representative at a Savant Wealth Management office in Cedar Rapids, A to Z.

4 registered advisors work at Savant Wealth Management in Cedar Rapids, out of 383 at the firm nationwide; it ranks number 24 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Savant Wealth Management advisors in Cedar Rapids, A to Z

Every Savant Wealth Management advisor →

Savant Wealth Management advisors in every city and state →Savant Wealth Management: assets, clients and custodians →Savant news and advisor moves →Advisor Moves: who changed firms this week →

Savant Wealth Management advisors in other cities

Rockford, IL 198Lincolnshire, IL 14Middleton, WI 13Birmingham, AL 12Westwood, MA 11Atlanta, GA 10Huntersville, NC 8Lancaster, PA 8Manassas, VA 6St Paul, MN 6Oklahoma City, OK 5Austin, TX 4Dover, DE 4South Portland, ME 4Woburn, MA 4

Other firms in Cedar Rapids

All Cedar Rapids advisors →

Bfc Planning, Inc. 113Nations Financial Group, Inc. 43LPL Financial LLC 30Transamerica Financial Advisors, LLC 26Edward Jones 17Wells Fargo Clearing Services, LLC 16Cetera Investment Advisers LLC 12Basepoint Wealth, LLC 11Robert W. Baird & Co. Incorporated 10Equitable Advisors, LLC 9Berthel, Fisher & Company Financial Services, Inc. 8Osaic Wealth, Inc. 8

Questions

How many financial advisors does Savant Wealth Management have in Cedar Rapids?

4 investment adviser representatives are registered at Savant Wealth Management offices in Cedar Rapids, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 383 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Savant Wealth Management one of the largest advisor employers in Cedar Rapids?

Savant Wealth Management ranks number 24 in Cedar Rapids by registered advisors; Bfc Planning, Inc. has the most, with 113.

How do I check a Savant Wealth Management advisor in Cedar Rapids?

Each advisor below links to a profile with their registrations, exams, designations 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 Savant Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.