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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Iowa City, IA

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

66 registered advisors work in Iowa City; the most are at Ameriprise Financial Services, LLC (11). 6 list the CFP designation and 58 are also registered broker representatives.

Firms with the most advisors in Iowa City

FirmAdvisors in Iowa City
Ameriprise Financial Services, LLC news11
Commonwealth Financial Network news11
Cetera Investment Advisers LLC news7
Edward Jones news6
Ameritas Advisory Services, LLC4
LPL Financial LLC news4
Midwestern Financial Group3
Nations Financial Group, Inc.3
State Farm Investment Management Corp.3
Strategic Asset Management LLC.3
Raymond James Financial Services Advisors, Inc. news2
U.S. Bancorp Advisors, LLC2
Cambridge Investment Research Advisors, Inc. news1
Mutual Of Omaha Investor Services, Inc.1
Partner Wealth1
Principal Securities, Inc.1
Savant Wealth Management news1
Tiaa-Cref Individual & Institutional Services, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Iowa City, A to Z

CFP advisors in Iowa City →

Other cities in Iowa

All of Iowa →

West Des Moines 760Cedar Rapids 405Des Moines 400Urbandale 252Dubuque 180Davenport 162Bettendorf 106Fairfield 106Clive 87Waterloo 72Ankeny 71Cedar Falls 71Hiawatha 62Sioux City 61Johnston 59Ames 54Coralville 51Waverly 39Pella 34Clinton 31Spencer 30Marion 28Council Bluffs 25Decorah 25

Questions

How many financial advisors are in Iowa City, IA?

66 investment adviser representatives are registered at firm offices in Iowa City, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 58 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Iowa City?

Ameriprise Financial Services, LLC, with 11 registered advisors in Iowa City, followed by Commonwealth Financial Network with 11.

How do I check a financial advisor in Iowa 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.