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Near 50322. Urbandale.

24 financial advisors & firms and 7 insurance agents verified near Urbandale, IA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 50322

Integrity Alliance, LLC0 mi

RIA firm · Urbandale, IA 50322 · Registered investment adviser · $5.4B AUM

CRD 139627 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mokosak Advisory Group, LLC0 mi

RIA firm · Urbandale, IA 50322 · Registered investment adviser · $414M AUM

CRD 287538 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
AO Wealth Advisory0 mi

RIA firm · Urbandale, IA 50322 · Registered investment adviser · $213M AUM

CRD 288301 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
3g Capital LLC0 mi

RIA firm · Urbandale, IA 50322 · Registered investment adviser · $5M AUM

CRD 298280 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Dsm Financial L.L.C.0 mi

RIA firm · Urbandale, IA 50322 · Registered investment adviser

CRD 301372 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wilon Wealth Management0 mi

RIA firm · Urbandale, IA 50322 · Registered investment adviser · $264M AUM

CRD 313185 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Strategic Wealth Solutions, LLC0 mi

RIA firm · Urbandale, IA 50322 · Registered investment adviser · $15M AUM

CRD 327745 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Forrest Financial Services2.3 mi

RIA firm · Windsor Heights, IA 50324 · Registered investment adviser · $154M AUM

CRD 117546 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Dentist Exit Planning2.3 mi

RIA firm · Windsor Heights, IA 50324 · Registered investment adviser · $7M AUM

CRD 313984 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Woodlands Capital Management, LLC3.6 mi

RIA firm · Clive, IA 50325 · Registered investment adviser · $6M AUM

CRD 202514 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Weis Advisory3.6 mi

RIA firm · Clive, IA 50325 · Registered investment adviser · $226M AUM

CRD 217517 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Paladin Wealth Partners3.6 mi

RIA firm · Clive, IA 50325 · Registered investment adviser · $280M AUM

CRD 285303 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Acadia Legacy Group3.6 mi

RIA firm · Clive, IA 50325 · Registered investment adviser · $133M AUM

CRD 291481 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Independent Wealth Network, INC.4.3 mi

RIA firm · Urbandale, IA 50323 · Registered investment adviser · $518M AUM

CRD 286262 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Rockway Wealth Partners4.3 mi

RIA firm · Urbandale, IA 50323 · Registered investment adviser · $27M AUM

CRD 315419 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Successful Resource Management, LTD.4.4 mi

RIA firm · Johnston, IA 50131 · Registered investment adviser · $43M AUM

CRD 110317 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kane Company Wealth Management, INC.4.4 mi

RIA firm · Johnston, IA 50131 · Registered investment adviser · $285M AUM

CRD 115756 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Simplified Planning and Investments4.4 mi

RIA firm · Johnston, IA 50131 · Registered investment adviser · $8M AUM

CRD 338036 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ooda Quantum Capital, LLC4.4 mi

RIA firm · Johnston, IA 50131 · Registered investment adviser

CRD 339749 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Dmkc Advisory Services, LLC4.8 mi

RIA firm · Des Moines, IA 50312 · Registered investment adviser · $903M AUM

CRD 145112 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Legacy Financial Group4.8 mi

RIA firm · Des Moines, IA 50312 · Registered investment adviser · $1.0B AUM

CRD 154927 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
LW Advisors, L.L.C.4.8 mi

RIA firm · Des Moines, IA 50312 · Registered investment adviser · $36M AUM

CRD 177512 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Longenecker Financial Services4.8 mi

RIA firm · Des Moines, IA 50312 · Registered investment adviser · $82M AUM

CRD 321686 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Altitude Capital Management LLC4.8 mi

RIA firm · Des Moines, IA 50312 · Registered investment adviser · $104M AUM

CRD 329366 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 50322

Steve Curren4.1 mi

Insurance · State Farm · West Des Moines, IA · Home, auto, life in West Des Moines

This is you? Claim itclaimable & removable by its owner
Chuck Freeman4.1 mi

Insurance · State Farm · West Des Moines, IA · Home, auto, life in West Des Moines

This is you? Claim itclaimable & removable by its owner
James Lunders4.1 mi

Insurance · State Farm · West Des Moines, IA · Home, auto, life in West Des Moines

This is you? Claim itclaimable & removable by its owner
Jonathan Webb4.1 mi

Insurance · Allstate · West Des Moines, IA · Home, auto, life in West Des Moines

This is you? Claim itclaimable & removable by its owner
Matt Kolln6.4 mi

Insurance · State Farm · West Des Moines, IA 50266 · Home, auto, life in West Des Moines

This is you? Claim itclaimable & removable by its owner
Carolyn Goodwin6.4 mi

Insurance · State Farm · West Des Moines, IA 50266 · Home, auto, life in West Des Moines

This is you? Claim itclaimable & removable by its owner
Prairie Path Insurance LLC6.4 mi

Insurance · Allstate · West Des Moines, IA 50266 · Home, auto, life in West Des Moines

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Urbandale, IA.

  • Clive, IA4 mi
  • Johnston, IA4 mi
  • Des Moines, IA5 mi
  • West Des Moines, IA6 mi
  • West Des Moines, IA6 mi
  • Des Moines, IA7 mi
  • Ankeny, IA8 mi
  • Carroll, IA66 mi
  • Cedar Falls, IA89 mi
  • Cedar Rapids, IA109 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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