Find a CFP® Professional

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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.

Contact

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

1001 Peoples Sq
Waterloo, IA 50702-5740
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(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

Morgan Stanley
(515) 250-8372

505 Market Street
Suite 300
West Des Moines, IA 50266-3861
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(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

Legacy Financial Group
(515) 334-5266 x201

2400 NW 86th St
Suite 25
Des Moines , IA 50322-4306
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(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

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

Lpl Financial Corporation
(319) 730-7616

305 Second Avenue SE
Suite 216
Cedar Rapids, IA 52401
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(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

Financial Decisions Group
(319) 296-9247

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

PO Box 2487
Waterloo, IA 50704-2487
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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

Ameriprise Financial
(515) 453-9424

12247 Stratford Dr
Clive, IA 50325-8147
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(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

Wells Fargo Investments
(515) 245-3120

666 Walnut St
Mac #N8200-02C
Des Moines, IA 50309-3907
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(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

Heartland Investment Associate
(319) 338-4963

409 Kirkwood Ave
Iowa City, IA 52240-4724
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(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

Northwestern Mutual Financial Network
(515) 697-4676

2300 128th St
Urbandale, IA 50323-1818
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(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

Ameriprise Financial
(563) 344-6070

5405 Utica Ridge Rd
Ste 210
Davenport, IA 52807-2938
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(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

BankIowa
(319) 654-0525 x225

2701 Edgewood Parkway SW
Cedar Rapids, IA 52404-7824
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(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

VisionPoint Advisory Group
(515) 250-9569

1601 West Lakes Parkway
Ste. 200
West Des Moines, IA 50266
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(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

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

4300 E. 53rd Street
Suite 300
Davenport, IA 52807-3090
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(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

RW Baird
(712) 234-4046

302 Jones St Ste 210
Sioux City, IA 51101-1345
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(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

Wells Fargo Advisors
(563) 557-9400

2100 Asbury Rd.
Suite 1
Dubuque, IA 52001-3091
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(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

Northwestern Mutual Wealth Management Company
(319) 235-3356

1025 Technology Pkwy Ste B
Cedar Falls, IA 50613-6911
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(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

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

VisionPoint Advisors
(515) 974-4568

1601 Westlakes Pkwy Ste 200
West Des Moines, IA 50266-8230
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(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

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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