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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Jordan Dean Alborn, CFP®

FSB Warner Financial, Inc.
(319) 235-6561

1001 Peoples Sq
Waterloo, IA 50702-5740
View on Map
(319) 235-6561

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Investment Management, Retirement Planning, Small Business Planning, Wealth Management, Young Professionals

Contact
Matthew C. Marckmann, CFP®

Morgan Stanley
(515) 250-8372

505 Market Street
Suite 300
West Des Moines, IA 50266-3861
View on Map
(515) 224-5529

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Brian J. Hood , CFP®

Legacy Financial Group
(515) 334-5266 x201

2400 NW 86th St
Suite 25
Des Moines , IA 50322-4306
View on Map
(515) 334-5266

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning

Contact
Kent A. Taylor, CFP®

Franke,Herr, & Associates, a financial advisory practice of Ameriprise Financial, Inc.
(515) 276-5582

2600 Westown Pkwy
Ste 110
West Des Moines, IA 50266-7301
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(515) 276-5582

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Don Gordon Kensinger, CFP®

Lpl Financial Corporation
(319) 730-7616

305 Second Avenue SE
Suite 216
Cedar Rapids, IA 52401
View on Map
(319) 368-7009

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning, Investment Management, Retirement Income Management, Risk Management

Contact
Richard D. Brandhorst, CFP®

Financial Decisions Group
(319) 296-9247

11145 Kimball Ave
Waterloo, IA 50701-9537
View on Map
(319) 233-8476

PO Box 2487
Waterloo, IA 50704-2487
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Erin Kathleen Ort, CFP®

Ameriprise Financial
(515) 453-9424

12247 Stratford Dr
Clive, IA 50325-8147
View on Map
(515) 453-9424

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning

Contact
Matthew R. Fryar, CFP®

Wells Fargo Investments
(515) 245-3120

666 Walnut St
Mac #N8200-02C
Des Moines, IA 50309-3907
View on Map
(515) 245-3120

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning

Contact
James W. Lane, CFP®

Heartland Investment Associate
(319) 338-4963

409 Kirkwood Ave
Iowa City, IA 52240-4724
View on Map
(319) 354-7655

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Planning

Contact
Timothy P. Derouin, CFP®

Northwestern Mutual Financial Network
(515) 697-4676

2300 128th St
Urbandale, IA 50323-1818
View on Map
(515) 697-4676

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Bernard R. Mack, CFP®

Ameriprise Financial
(563) 344-6070

5405 Utica Ridge Rd
Ste 210
Davenport, IA 52807-2938
View on Map
(563) 344-6070

Compensation Method: Commission and Fee
Minimum Investable Assets: $400,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Retirement Income Management, Sudden Wealth Management, Tax Planning, Wealth Management

Contact
Wesley J. Hilleshiem, CFP®

BankIowa
(319) 654-0525 x225

2701 Edgewood Parkway SW
Cedar Rapids, IA 52404-7824
View on Map
(319) 654-0525

Compensation Method: Salary
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning

Contact
Stephen Michael Houg, CFP®

VisionPoint Advisory Group
(515) 250-9569

1601 West Lakes Parkway
Ste. 200
West Des Moines, IA 50266
View on Map
(515) 974-4564

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning

Contact
Paul J. Scranton, CFP®

Morgan Stanley Smith Barney, LLC
(563) 344-4360

4300 E. 53rd Street
Suite 300
Davenport, IA 52807-3090
View on Map
(563) 344-4360

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Retirement Income Management, Wealth Management

Contact
David S. Silverberg, CFP®

RW Baird
(712) 234-4046

302 Jones St Ste 210
Sioux City, IA 51101-1345
View on Map
(712) 277-5345

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Thomas T. Jaeger, CFP®

Wells Fargo Advisors
(563) 557-9400

2100 Asbury Rd.
Suite 1
Dubuque, IA 52001-3091
View on Map
(563) 557-9400

Compensation Method: Commission and Fee
Minimum Investable Assets: $800,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management

Contact
Scott J Sernett, CFP®

Northwestern Mutual Wealth Management Company
(319) 235-3356

1025 Technology Pkwy Ste B
Cedar Falls, IA 50613-6911
View on Map
(319) 235-3356

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management

Contact
Lee M. Lensch, CFP®

Ameriprise Financial Services, Inc
(563) 340-3771

5001 Utica Ridge Road
Davenport, IA 52807-3060
View on Map
(563) 344-9535

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Insurance Planning, Investment Management, Long-Term Care

Contact
Steven M. Hall, CFP®

VisionPoint Advisors
(515) 974-4568

1601 Westlakes Pkwy Ste 200
West Des Moines, IA 50266-8230
View on Map
(515) 974-4568

Compensation Method: Commission and Fee
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Brian P. Sauser, CFP®

Sauser Financial Group
(563) 564-5155

890 Main Street
Suite 200
Dubuque, IA 52001-6840
View on Map
(563) 564-5155

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management

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