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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Grimes, IA

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

25 registered advisors work in Grimes; the most are at Merkle Retirement Planning (12). 0 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in Grimes

FirmAdvisors in Grimes
Merkle Retirement Planning12
Ameriprise Financial Services, LLC news3
Edward Jones news2
Independent Wealth Network, Inc.2
Apexedge LLC1
Eagle Strategies LLC1
Equitable Advisors, LLC news1
Principal Securities, Inc.1
State Farm Investment Management Corp.1
Tiaa-Cref Individual & Institutional Services, LLC1

Advisors in Grimes, A to Z

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Other cities in Iowa

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West Des Moines 812Cedar Rapids 441Des Moines 438Urbandale 252Dubuque 191Davenport 178Fairfield 122Bettendorf 116Clive 90Waterloo 79Hiawatha 76Cedar Falls 73Ankeny 72Iowa City 71Sioux City 65Johnston 59Ames 57Coralville 56Waverly 37Pella 35Clinton 32Mason City 31Spencer 29Decorah 27

Questions

How many financial advisors are in Grimes, IA?

25 investment adviser representatives are registered at firm offices in Grimes, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Grimes?

Merkle Retirement Planning, with 12 registered advisors in Grimes, followed by Ameriprise Financial Services, LLC with 3.

How do I check a financial advisor in Grimes?

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.