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3 Top Rated
Financial Advisors in Iowa

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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Craig Adamson

TrueWealth Stewardship
CRPS® CRC® RMA℠
Craig Adamson, a financial fiduciary has been a Paladin Registry member since 2007. Craig holds the Chartered Retirement Plans Specialist , Certified Retirement Counselor , Retirement Management Advisor certifications and has over 24 years of experience. Craig provides financial services to clients in the Marion, Iowa area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Brian Herbel

Edward Jones
AAMS® CFP® CLU®
Brian Herbel, a financial fiduciary has been a Paladin Registry member since 2009. Brian is the partner in Edward Jones. Brian holds the Accredited Asset Management Specialist , Certified Financial Planner , Chartered Life Underwriter certifications and has over 18 years of experience. Brian provides financial services to clients in the Ankeny, Iowa area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.

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