Financial ADVSR advisor directory · SEC adviser records
Net Worth Advisors financial advisors in Waterloo, IA
Every SEC-registered investment adviser representative at a Net Worth Advisors office in Waterloo, A to Z.
3 registered advisors work at Net Worth Advisors in Waterloo, out of 3 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.
Net Worth Advisors advisors in Waterloo, A to Z
Every Net Worth Advisors advisor →- Ross J. BarbattiAlso a broker rep
- Thomas J. BarbattiInvestment adviser rep
- Marilyn L. QuinnCertified Financial Planner · Also a broker rep
Net Worth Advisors advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Waterloo
All Waterloo advisors →LPL Financial LLC 17Osaic Wealth, Inc. 12Fsb Premier Wealth Management, Inc. 8Stifel, Nicolaus & Company, Incorporated 8Thrivent Investment Management Inc. 6Edward Jones 4
Questions
How many financial advisors does Net Worth Advisors have in Waterloo?
3 investment adviser representatives are registered at Net Worth Advisors offices in Waterloo, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.
Is Net Worth Advisors one of the largest advisor employers in Waterloo?
Net Worth Advisors ranks number 7 in Waterloo by registered advisors; LPL Financial LLC has the most, with 17.
How do I check a Net Worth Advisors advisor in Waterloo?
Each advisor below links to a profile with their registrations, exams, designations 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 Net Worth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.