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Financial ADVSR advisor directory · SEC adviser records

Accel Wealth Management financial advisors in Waverly, IA

Every SEC-registered investment adviser representative at a Accel Wealth Management office in Waverly, A to Z.

5 registered advisors work at Accel Wealth Management in Waverly, out of 10 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Accel Wealth Management advisors in Waverly, A to Z

Every Accel Wealth Management advisor →

Accel Wealth Management advisors in every city and state →Accel Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Accel Wealth Management advisors in other cities

Cedar Rapids, IA 4

Other firms in Waverly

All Waverly advisors →

LPL Financial LLC 21Edward Jones 3

Questions

How many financial advisors does Accel Wealth Management have in Waverly?

5 investment adviser representatives are registered at Accel Wealth Management offices in Waverly, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Accel Wealth Management one of the largest advisor employers in Waverly?

Accel Wealth Management ranks number 2 in Waverly by registered advisors; LPL Financial LLC has the most, with 21.

How do I check a Accel Wealth Management advisor in Waverly?

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 Accel Wealth Management 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.