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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Clinton, IA

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

The short answer

31 registered advisors work in Clinton; the most are at Cambridge Investment Research Advisors, Inc. (10). 3 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Clinton

FirmAdvisors in Clinton
Cambridge Investment Research Advisors, Inc. news10
Ameriprise Financial Services, LLC news4
Edward Jones news4
Stratos Wealth Partners, Ltd.4
Vital Capital LLC4
State Farm Investment Management Corp.3
LPL Financial LLC news1
U.S. Bancorp Advisors, LLC1

Advisors in Clinton, A to Z

CFP advisors in Clinton →

Other cities in Iowa

All of Iowa →

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

Questions

How many financial advisors are in Clinton, IA?

31 investment adviser representatives are registered at firm offices in Clinton, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Clinton?

Cambridge Investment Research Advisors, Inc., with 10 registered advisors in Clinton, followed by Ameriprise Financial Services, LLC with 4.

How do I check a financial advisor in Clinton?

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.