Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Forest City, IA
Every SEC-registered investment adviser representative at a firm office in Forest City, with the firms that employ the most of them.
20 registered advisors work in Forest City; the most are at Oasis Advisors (12). 1 list the CFP designation and 7 are also registered broker representatives.
Firms with the most advisors in Forest City
| Firm | Advisors in Forest City |
|---|---|
| Oasis Advisors | 12 |
| Greenstone Wealth Management | 4 |
| LPL Financial LLC news | 3 |
| Alphabit Investments, LLC | 1 |
| Edward Jones news | 1 |
Advisors in Forest City, A to Z
CFP advisors in Forest City →- Dustin AbelsLPL Financial LLC
- Julianna BurkholderGreenstone Wealth Management
- Larry A. CelayaOasis Advisors
- Bryan M. DewhurstAlphabit Investments, LLC
- Gregory K. DiamondOasis Advisors
- Karter M. DoucetteOasis Advisors
- Klaine M. DoucetteOasis Advisors
- Korey J. DoucetteOasis Advisors
- Troy E. HallLPL Financial LLC
- Matthew K. JenningsLPL Financial LLC
- Narsing V. KommireddiOasis Advisors
- Levi RogenessGreenstone Wealth Management
- Amy RyanEdward Jones
- Johannes J. ShawOasis Advisors
- Rukmini SunkaraOasis Advisors
- Janelle J. ThompsonOasis Advisors
- Timothy A. ThompsonOasis Advisors
- Elijah WagnerGreenstone Wealth Management
- Taylor WilsonGreenstone Wealth Management · Certified Financial Planner
- William M. ZerilloOasis Advisors
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 28Council Bluffs 25
Questions
How many financial advisors are in Forest City, IA?
20 investment adviser representatives are registered at firm offices in Forest City, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Forest City?
Oasis Advisors, with 12 registered advisors in Forest City, followed by Greenstone Wealth Management with 4.
How do I check a financial advisor in Forest City?
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.