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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Waverly, IA

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

39 registered advisors work in Waverly; the most are at LPL Financial LLC (21). 3 list the CFP designation and 35 are also registered broker representatives.

Firms with the most advisors in Waverly

FirmAdvisors in Waverly
LPL Financial LLC news21
Accel Wealth Management5
Edward Jones news3
MML Investors Services, LLC2
Northwestern Mutual Investment Services, LLC2
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
First Heartland Consultants, Inc.1
R.D.drenkow & Co., Inc.1
State Farm Investment Management Corp.1
Thrivent Investment Management Inc.1

Advisors in Waverly, A to Z

CFP advisors in Waverly →

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 51Pella 34Clinton 31Spencer 30Marion 28Council Bluffs 25Decorah 25

Questions

How many financial advisors are in Waverly, IA?

39 investment adviser representatives are registered at firm offices in Waverly, Iowa, according to the SEC's Investment Adviser Public Disclosure records. 35 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Waverly?

LPL Financial LLC, with 21 registered advisors in Waverly, followed by Accel Wealth Management with 5.

How do I check a financial advisor in Waverly?

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.