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Top Rated Financial Advisors in Iowa

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Iowa is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Iowa with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Iowa near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Craig Adamson

TrueWealth Stewardship
CRC®, CRPS®, RMA - Retirement Management Advisor
Craig Adamson, a financial fiduciary, provides financial services to clients in the Marion, Iowa area. Craig holds a CRC®, CRPS®, RMA - Retirement Management Advisor certification. Craig has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    LPL Financial

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Jason Thrap

Northwestern Mutual
WMCP®, ChSNC®, CASL®, CFP®, RICP®, CLU®, ChFC®
Jason Thrap, a financial fiduciary, provides financial services to clients in the West Des Moines, Iowa area. Jason holds a WMCP®, ChSNC®, CASL®, CFP®, RICP®, CLU®, ChFC® certification. Jason has over 11 years of experience.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Jim Wilterdink

360 Financial Planning Group
Jim Wilterdink, a financial fiduciary, provides financial services to clients in the Runnells, Iowa area. Jim has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    LPL Financial

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Paul Fokken

Royal Fund Management
Paul Fokken, a financial fiduciary, provides financial services to clients in the Cherokee, Iowa area. Paul has over 4 years of experience.

Additional Information:

Years of Experience:
4 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • Financial Planning for Businesses
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Roger Abel

Premier Investments of Iowa, Inc.
AIF®
Roger Abel, a financial fiduciary, provides financial services to clients in the Cedar Rapids, Iowa area. Roger holds a AIF® certification. Roger has over 19 years of experience.

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets
  • Subscriptions

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Cory Watson

Private Wealth Management
Cory Watson, a financial fiduciary, provides financial services to clients in the West Des Moines, Iowa area. Cory has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management

    Name(s) of Custodian(s):
    NFS/Fidelity

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