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🤫 Directory · consent-first

Near 52402. Cedar Rapids.

24 financial advisors & firms and 0 insurance agents verified near Cedar Rapids, IA — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 52402

Berthel Fisher & Company Financial Services, INC.0 mi

RIA firm · Cedar Rapids, IA 52402 · Registered investment adviser · $906M AUM

CRD 13609 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Bfc Planning, INC.0 mi

RIA firm · Cedar Rapids, IA 52402 · Registered investment adviser · $3.8B AUM

CRD 119682 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Beacon Capital, LLC0 mi

RIA firm · Cedar Rapids, IA 52402 · Registered investment adviser · $278M AUM

CRD 286316 · verify at the regulator

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

RIA firm · Cedar Rapids, IA 52402 · Registered investment adviser · $884M AUM

CRD 289538 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Busbee Wealth Advisors LLC0 mi

RIA firm · Cedar Rapids, IA 52402 · Registered investment adviser · $44M AUM

CRD 305784 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Bridgeway Wealth Management, LLC0 mi

RIA firm · Cedar Rapids, IA 52402 · Registered investment adviser · $165M AUM

CRD 326547 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Arnold and Mote Wealth Management2.3 mi

RIA firm · Hiawatha, IA 52233 · Registered investment adviser · $168M AUM

CRD 283698 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Stonefield Investment Advisory, INC.3.3 mi

RIA firm · Cedar Rapids, IA 52401 · Registered investment adviser · $120M AUM

CRD 113802 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Grit Family Office, LLC3.3 mi

RIA firm · Cedar Rapids, IA 52401 · Registered investment adviser · $91M AUM

CRD 290066 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Balanced Investment Advisors, LLC3.3 mi

RIA firm · Cedar Rapids,, IA 52401 · Registered investment adviser · $49M AUM

CRD 304976 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cedar Point Capital Partners, LLC3.3 mi

RIA firm · Cedar Rapids, IA 52401 · Registered investment adviser · $248M AUM

CRD 317532 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Custom Fit Financial3.3 mi

RIA firm · Cedar Rapids, IA 52401 · Registered investment adviser

CRD 332622 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Nations Financial Group, INC.4.2 mi

RIA firm · Cedar Rapids, IA 52411 · Registered investment adviser · $4.8B AUM

CRD 44181 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Transamerica Retirement Advisors, LLC4.2 mi

RIA firm · Cedar Rapids, IA 52499 · Registered investment adviser · $18.8B AUM

CRD 107319 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Aegon Asset Management US4.2 mi

RIA firm · Cedar Rapids, IA 52499 · Registered investment adviser · $88.8B AUM

CRD 114537 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Aegon Real Assets US4.2 mi

RIA firm · Cedar Rapids, IA 52499 · Registered investment adviser · $394M AUM

CRD 286438 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Truewealth Stewardship, LLC5.8 mi

RIA firm · Marion, IA 52302 · Registered investment adviser

CRD 318019 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Red Cedar7.1 mi

RIA firm · Cedar Rapids, IA 52404 · Registered investment adviser · $41M AUM

CRD 298677 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Penn Advisory Group INC.12.4 mi

RIA firm · Mount Vernon, IA 52314 · Registered investment adviser · $53M AUM

CRD 315991 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Tryon Investments, LLC17.7 mi

RIA firm · North Liberty, IA 52317 · Registered investment adviser · $103M AUM

CRD 162292 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lane Family Wealth Management17.7 mi

RIA firm · North Liberty, IA 52317 · Registered investment adviser · $143M AUM

CRD 337964 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pursuit Wealth Management22.8 mi

RIA firm · Coralville, IA 52241 · Registered investment adviser · $32M AUM

CRD 115416 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Carrie Houchins-witt Tax and Financial Services LLC22.8 mi

RIA firm · Coralville, IA 52241 · Registered investment adviser

CRD 171715 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wealth Advisors Group, LLC22.8 mi

RIA firm · Coralville, IA 52241 · Registered investment adviser · $278M AUM

CRD 291648 · verify at the regulator

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

Nearby areas

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

  • Cedar Rapids, IA3 mi
  • Coralville, IA23 mi
  • Cedar Falls, IA55 mi
  • Dubuque, IA61 mi
  • Davenport, IA65 mi
  • Bettendorf, IA69 mi
  • Ankeny, IA103 mi
  • Des Moines, IA106 mi
  • Johnston, IA108 mi
  • Des Moines, 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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