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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Council Bluffs, IA

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

25 registered advisors work in Council Bluffs; the most are at Edward Jones (6). 4 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Council Bluffs

FirmAdvisors in Council Bluffs
Edward Jones news6
Osaic Wealth, Inc. news3
Pfs Investments Inc.2
State Farm Investment Management Corp.2
Waverly Advisors, LLC2
Afsc Advisors, Inc.1
Ameriprise Financial Services, LLC news1
Cetera Investment Advisers LLC news1
Edelman Financial Engines news1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Raymond James Financial Services Advisors, Inc. news1
Simplicity Wealth1
Transamerica Retirement Advisors, LLC1
U.S. Bancorp Advisors, LLC1

Advisors in Council Bluffs, A to Z

CFP advisors in Council Bluffs →

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 34Clinton 31Spencer 30Marion 28Decorah 25

Questions

How many financial advisors are in Council Bluffs, IA?

25 investment adviser representatives are registered at firm offices in Council Bluffs, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Council Bluffs?

Edward Jones, with 6 registered advisors in Council Bluffs, followed by Osaic Wealth, Inc. with 3.

How do I check a financial advisor in Council Bluffs?

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.