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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Coralville, IA

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

The short answer

51 registered advisors work in Coralville; the most are at Cambridge Investment Research Advisors, Inc. (10). 10 list the CFP designation and 44 are also registered broker representatives.

Firms with the most advisors in Coralville

FirmAdvisors in Coralville
Cambridge Investment Research Advisors, Inc. news10
LPL Financial LLC news7
Tiaa-Cref Individual & Institutional Services, LLC6
Edward Jones news5
Wells Fargo Clearing Services, LLC news5
Carrie Houchins-Witt Tax And Financial Services LLC2
Raymond James Financial Services Advisors, Inc. news2
Rda Financial Network2
State Farm Investment Management Corp.2
Wealth Advisors Group, LLC2
Cetera Investment Advisers LLC news1
Jim Saulnier & Associates, LLC1
Northwestern Mutual Investment Services, LLC1
Pfs Investments Inc.1
Pira Wealth Management1
Thrivent Investment Management Inc.1
United Planners' Financial Services Of America A Limited Partner1
Wells Fargo Advisors Financial Network, LLC news1

Advisors in Coralville, A to Z

CFP advisors in Coralville →

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 54Waverly 39Pella 34Clinton 31Spencer 30Marion 28Council Bluffs 25Decorah 25

Questions

How many financial advisors are in Coralville, IA?

51 investment adviser representatives are registered at firm offices in Coralville, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 44 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Coralville?

Cambridge Investment Research Advisors, Inc., with 10 registered advisors in Coralville, followed by LPL Financial LLC with 7.

How do I check a financial advisor in Coralville?

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.