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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Indianola, IA

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

14 registered advisors work in Indianola; the most are at Edward Jones (7). 1 list the CFP designation and 13 are also registered broker representatives.

Firms with the most advisors in Indianola

FirmAdvisors in Indianola
Edward Jones news7
Wealthcare Capital Partners, LLC2
Compound Planning, Inc.1
LPL Financial LLC news1
Pfs Investments Inc.1
Principal Advised Services1
Wells Fargo Clearing Services, LLC news1

Advisors in Indianola, A to Z

CFP advisors in Indianola →

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 Indianola, IA?

14 investment adviser representatives are registered at firm offices in Indianola, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Indianola?

Edward Jones, with 7 registered advisors in Indianola, followed by Wealthcare Capital Partners, LLC with 2.

How do I check a financial advisor in Indianola?

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.