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SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first time

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Newton, IA

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

12 registered advisors work in Newton; the most are at Edward Jones (6). 1 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in Newton

FirmAdvisors in Newton
Edward Jones news6
LPL Enterprise, LLC news2
Osaic Wealth, Inc. news1
Thrivent Investment Management Inc.1
U.S. Bancorp Advisors, LLC1
Wealth Enhancement Advisory Services, LLC news1

Advisors in Newton, A to Z

CFP advisors in Newton →

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 Newton, IA?

12 investment adviser representatives are registered at firm offices in Newton, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Newton?

Edward Jones, with 6 registered advisors in Newton, followed by LPL Enterprise, LLC with 2.

How do I check a financial advisor in Newton?

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.