13 financial advisors & firms and 0 insurance agents verified near Cedar Falls, IA — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Cedar Falls, IA 50613 · Registered investment adviser · $173M AUM
CRD 115511 · verify at the regulator
RIA firm · Cedar Falls, IA 50613 · Registered investment adviser · $88M AUM
CRD 115904 · verify at the regulator
RIA firm · Cedar Falls, IA 50613 · Registered investment adviser
CRD 120342 · verify at the regulator
RIA firm · Cedar Falls, IA 50613 · Registered investment adviser · $540M AUM
CRD 288763 · verify at the regulator
RIA firm · Cedar Falls, IA 50613 · Registered investment adviser · $26M AUM
CRD 314535 · verify at the regulator
RIA firm · Cedar Falls, IA 50613 · Registered investment adviser
CRD 323489 · verify at the regulator
RIA firm · Waterloo, IA 50702 · Registered investment adviser
CRD 107596 · verify at the regulator
RIA firm · Waterloo, IA 50702 · Registered investment adviser · $148M AUM
CRD 226702 · verify at the regulator
RIA firm · Waterloo, IA 50701 · Registered investment adviser · $432M AUM
CRD 15898 · verify at the regulator
RIA firm · Waterloo, IA 50701 · Registered investment adviser · $137M AUM
CRD 304133 · verify at the regulator
RIA firm · Waverly, IA 50677 · Registered investment adviser
CRD 117068 · verify at the regulator
RIA firm · Waverly, IA 50677 · Registered investment adviser · $1.1B AUM
CRD 286201 · verify at the regulator
RIA firm · Jesup, IA 50648 · Registered investment adviser · $99M AUM
CRD 298656 · verify at the regulator
Verified advisors and insurance agents in the places closest to Cedar Falls, IA.
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.