- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Financial planning brokers in Iowa City, IA
63 results found
Search for local businesses, places and services near you
Nick Brundell - Thrivent
Nick Brundell - Thrivent is a financial institution located at 107 3rd Avenue Northeast, Sioux Center, Iowa, United States. They offer financial guidance tailored to your goals and values. Licensed in multiple states including FL, GA, IA, MN, ND, NM, WA, and WI, they provide a range of services through their Financial Planning Framework. Thrivent does not provide legal, accounting, or tax advice, but can assist with financial planning and investment advisory services through their Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Their financial advisors are licensed professionals who can provide personalized financial advice. For more information on their services and professional designations, visit their website or FINRA's Broker Check.
Neal Meseck - Thrivent
Neal Meseck - Thrivent is a finance institution located at 20 North Main Street in Denison, Iowa, United States. They are licensed in multiple states including CO, IA, IL, MO, NC, NE, SD, VA, and WI. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent.
Nathan Beattie - Thrivent
Nathan Beattie - Thrivent is a finance institution located at 5404 Northwest 88th Street, Johnston, Iowa, United States. They are licensed in multiple states including AZ, FL, IA, KS, MN, MO, NC, NE, and TX. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and recommend consulting with your attorney or tax professional. They offer advice and guidance through their Financial Planning Framework, with the option to engage further through their Dedicated Planning Services for a fee.
Jeff Olson - Thrivent
Jeff Olson - Thrivent is a finance institution located at 5404 Northwest 88th Street, Johnston, Iowa, United States. Licensing is available through the State Insurance Department’s website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. They offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors can provide investment advisory services. For more information, visit Thrivent's website or FINRA’s Broker Check.
Benjamin F. Edwards
Benjamin F. Edwards is a finance institution located at 1805 Boyson Road in Hiawatha, Iowa, United States. The institution offers a range of financial services provided by professionals such as David Kelty, Lance Greco, Richard Lawrence, and Melissa Washington. As a dually-registered broker-dealer and investment adviser, Benjamin F. Edwards is committed to providing personalized financial advice and world-class service to its clients. The team at Benjamin F. Edwards focuses on understanding each client's needs and goals to create customized financial plans. With a client-first approach, the institution aims to help individuals reach their financial objectives through sound investment decisions and tailored guidance. The firm's mission is to provide personalized investment advice and support clients in achieving success beyond just finances. With over 40 years of experience in the wealth management industry, the professionals at Benjamin F. Edwards are dedicated to helping clients navigate their financial journey with trust, integrity, and mutual respect.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1065 Sierra Court in Cedar Rapids, Iowa, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch can assist with retirement income planning, guidance on investments, estate planning services, and more. The branch is committed to client satisfaction and community involvement, supporting local charities and organizations. As a Merrill client, you will have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a global financial services firm. Whether you are just starting your career or looking to transition into financial advising, Merrill Lynch offers professional training, mentoring, and technology to support your growth. With a focus on customized investment approaches and wealth management advice, Merrill Lynch has been training financial advisors since 1946, providing the critical skills needed to help clients achieve their financial goals. Please note that investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch is a registered broker-dealer, investment advisor, and member of SIPC, offering a broad range of services to meet your financial needs.
Michelle Lessmann - Thrivent
Michelle Lessmann - Thrivent is a finance institution located at 1551 Indian Hills Drive in Sioux City, Iowa, United States. Licensing for this institution is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Scott Lyftogt - Thrivent
Scott Lyftogt - Thrivent is a finance institution located at 340 14th Street Southeast in Sioux Center, Iowa, United States. Licensing for their services can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. They provide advice and guidance through their Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can also choose to engage further with Thrivent through their Dedicated Planning Services, which provide written recommendations for a fee.
Van Holland Insurance Wealth Management
Van Holland Insurance Wealth Management is a leading insurance agency located in Le Mars, Iowa. Our dedicated team of professionals is committed to providing top-notch insurance solutions and wealth management services to our clients. With years of experience in the industry, we strive to offer personalized and comprehensive insurance plans tailored to meet the unique needs of each individual. Whether you are looking for auto, home, life, or business insurance, we have you covered. Visit us at 131 1st Street Northwest to learn more about how we can help you protect and grow your assets.
Renae Vande Brake - Thrivent
Renae Vande Brake - Thrivent is a finance institution located at 3079 Log Avenue, Sheldon, Iowa, United States. Licensing for their services is available through the State Insurance Department’s website, which can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. They offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through their Dedicated Planning Services, which provides written recommendations for a fee.
Alyssa Henneman - Thrivent
Alyssa Henneman - Thrivent is a finance institution located at 4300 South Lakeport Street, Sioux City, Iowa, United States. Our team is dedicated to helping individuals reach their unique lifelong aspirations while also making a positive impact on the people and causes that matter most to them. We understand that each person's financial journey is different, shaped by their individual goals and values. As part of our team of expert advisors, we provide personalized financial planning and advice to help you secure a more stable financial future that aligns with your objectives and principles. Licensing information is available through your State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for these services.
Craig Dozark - Thrivent
Craig Dozark - Thrivent is a finance institution located at 20 North Main Street in Denison, Iowa, United States. Licensing for the services provided by this institution can be obtained through your State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and not available in all states. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about the financial advisors at Thrivent, visit their website or FINRA's Broker Check. Professional designations and the requirements to earn them can be found at https://www.thrivent.com/designations. Please consult your attorney or tax professional for legal, accounting, or tax advice.
Janet Smith - Thrivent
Janet Smith - Thrivent is a finance institution located at 309 Main Street, Manning, Iowa, United States. They offer licensing through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Rocky Lutz - Thrivent
Rocky Lutz - Thrivent is a finance institution located at 5404 Northwest 88th Street, Johnston, Iowa, United States. Licensing for their services is available through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors. For more information on professional designations and services offered, visit their website or FINRA's Broker Check.
Dillon McBee - Thrivent
Dillon McBee - Thrivent is a finance institution located at 5404 Northwest 88th Street, Johnston, Iowa, United States. Licensing can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance on financial planning through their Financial Planning Framework. Clients can choose to further their planning engagement with Thrivent's Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services. Securities and investment advisory services are provided by Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information on their financial advisors and professional designations.
Willis Wulf - Thrivent
Willis Wulf - Thrivent is a finance institution located at 102 West Welsh Street in Williamsburg, Iowa, United States. Licensing for insurance products is available through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Professionals at Willis Wulf - Thrivent are licensed and credentialed to provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check. Please consult your attorney or tax professional for legal, accounting, or tax advice.
ISB Insurance Inc
ISB Insurance Inc is a reputable insurance agency located at 627 2nd Avenue in Sheldon, Iowa, United States. With a team of experienced professionals, ISB Insurance Inc offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, ISB Insurance Inc is committed to providing personalized solutions to protect what matters most to you. Trust ISB Insurance Inc to provide you with reliable coverage and exceptional customer service.
Health Insurance Solutions
Health Insurance Solutions is a trusted insurance agency located at 1102 Northwest Morningside Court in Grimes, Iowa. We specialize in providing comprehensive health insurance solutions to individuals and families in the United States. Our team of experienced agents is dedicated to helping clients find the right coverage that meets their needs and budget. Whether you are looking for individual health insurance, family coverage, or group plans, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
Principal Life Insurance Co: Debruin Scott
Principal Life Insurance Co: Debruin Scott is an insurance agency located at 711 High Street in Des Moines, Iowa, United States. At our institution, we believe in helping you protect what matters most in life. Whether it's your family, your income, or your future goals, we are here to provide you with the insurance solutions you need. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we are committed to celebrating expertise, excellence, and equality in sports. Our goal is to help you protect your life and wages so that your loved ones can continue to thrive, no matter what the future may bring.
HealthMarkets Insurance - Zach Krohse
HealthMarkets Insurance - Zach Krohse is a reputable health insurance agency located at 480 North Mckenzie Lane in North Liberty, Iowa. With a commitment to providing personalized and comprehensive insurance solutions, Zach Krohse and his team are dedicated to helping individuals and families find the right health insurance coverage that suits their needs and budget. Whether you are looking for individual, family, or Medicare insurance plans, HealthMarkets Insurance - Zach Krohse is here to guide you through the process and ensure you have the coverage you need for peace of mind. Contact them today to schedule a consultation and start protecting your health and financial well-being.
Jeremy Deweese, Bankers Life Agent
Jeremy Deweese, Bankers Life Agent is an insurance agency located at 160 South 68th Street in West Des Moines, Iowa, United States. Specializing in providing insurance products and financial services, Jeremy Deweese is dedicated to helping clients protect their assets and plan for their future. With a focus on personalized service and tailored solutions, Jeremy Deweese, Bankers Life Agent is committed to helping individuals and families achieve their insurance goals. Contact them today to learn more about their offerings and how they can assist you with your insurance needs.
Keenan Redfearn, Bankers Life Agent
Keenan Redfearn, Bankers Life Agent is an insurance agency located at 305 2nd Street Southeast in Cedar Rapids, Iowa. As a trusted Bankers Life Agent, they provide a range of insurance services to help individuals and families protect their financial future. With a focus on personalized service and expert advice, Keenan Redfearn is dedicated to helping clients find the right insurance solutions for their specific needs. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance products, Keenan Redfearn is committed to helping you secure peace of mind for the future.
Loan Till Payday Online
Welcome to Loan Till Payday Online, your resource for connecting with financial service providers in Davenport, Iowa. Located at 937 West 4th Street, our business specializes in offering administrative services to help you find financial solutions that suit your needs. Please note that we are not a lender or an agent of any lender, and we do not engage in lending activities. Instead, we facilitate connections between consumers and a network of potential financial service providers. Our services are free of charge to you, the consumer. We utilize advanced Site Visit Recordation Technology to ensure a seamless experience, which includes technology from third parties like Jornaya’s LeadiD. By submitting your information on our website, you agree to this technology and consent to being connected with lenders who will conduct their own credit checks and make independent credit decisions.
Old National Bank
Welcome to Old National Bank, your trusted financial partner located at 320 West Kimberly Road, Davenport, Iowa 52806. As a leading provider of banking, ATM, and financial services, we are committed to helping you achieve your financial goals with a wide range of products and personalized solutions. At Old National Bank, we understand that every financial journey begins with a single step. Whether you're looking to build savings, secure a personal loan, consolidate debt, or refinance your auto loan, our team is here to support you every step of the way. Our financial professionals, in partnership with LPL Financial LLC, offer securities and advisory services to guide you in making informed investment decisions. Please note that Old National Bank and its affiliates are not registered broker-dealers or investment advisors; these services are provided through LPL Financial, a separate entity.
Jim Wegener - Thrivent
Welcome to Jim Wegener - Thrivent, your trusted partner in financial guidance located at 2466 East Kimberly Road, Davenport, Iowa. Our mission is to provide personalized financial advice that aligns with your goals and values, ensuring a secure financial future for you and your loved ones. We specialize in a range of services including investment management, retirement income planning, and protecting your family from the impacts of extended care, death, and disability. Additionally, we offer expertise in charitable giving, college planning, and estate planning, helping you make informed decisions that reflect your priorities.
Evan Lystiuk - Thrivent
Welcome to Evan Lystiuk - Thrivent, your trusted partner in financial clarity and security, located at 2466 East Kimberly Road, Davenport, Iowa. Our mission is inspired by the words of Jesus in John 13:34, "Love one another, as I have loved you." This guiding principle drives us to serve our clients with dedication and compassion, helping you achieve your financial goals with confidence and peace of mind. With licenses across multiple states including Arkansas (Insurance Lic. #20715355), Iowa, Illinois, Kansas, Nebraska, Virginia, and Wisconsin, we are committed to providing personalized financial strategies tailored to your unique needs and values. Whether you're planning for retirement, managing investments, or seeking insurance solutions, we are here to help you navigate your financial journey.
Joseph Miller - Thrivent
Welcome to Joseph Miller - Thrivent, your trusted partner in comprehensive financial guidance located at 2466 East Kimberly Road, Davenport, Iowa. Born and raised in the Quad Cities, I have always had a passion for finance, which was nurtured during my time at the University of Iowa. My goal is to help you navigate your financial journey with clarity and confidence by crafting a personalized plan that aligns with your goals and values. I proudly serve the Quad City and surrounding areas, offering a relationship-based approach to financial planning. Whether you prefer to call, email, or schedule a meeting online, I'm here to assist you in developing a robust financial plan tailored to your unique needs.
Brad Wuertz - Thrivent
Welcome to Brad Wuertz - Thrivent, your trusted partner in financial planning and investment advisory services. Conveniently located at 2466 East Kimberly Road, Davenport, Iowa, we proudly serve clients across multiple states, including AZ, CO, FL, IA, IL, IN, MI, MN, TX, VA, and WI. At Brad Wuertz - Thrivent, we are committed to helping you achieve your financial goals through our comprehensive Financial Planning Framework. Our approach includes a detailed review and analysis of your financial situation, providing you with personalized advice and guidance. For those seeking more in-depth planning, our Dedicated Planning Services offer tailored written recommendations for a fee.
Lawrence Young - Thrivent
Welcome to Lawrence Young - Thrivent, your trusted financial partner located at 2466 East Kimberly Road, Davenport, Iowa 52807. We specialize in providing comprehensive financial services tailored to meet your unique needs. As part of Thrivent, a renowned name in financial services, we offer a wide range of solutions including insurance products, securities, and investment advisory services. Our team is dedicated to helping you navigate your financial journey through Thrivent's Financial Planning Framework. This includes a detailed review and analysis of your financial situation, ensuring you have a clear path toward achieving your goals. For those seeking a deeper engagement, our Dedicated Planning Services offer personalized, written recommendations for a fee, crafted by our licensed financial advisors.
Old National Bank
Welcome to Old National Bank, your trusted partner in financial services, located at 2801 East 53rd Street, Davenport, Iowa. As a comprehensive financial institution, Old National Bank offers a wide range of banking services, including ATMs, personal banking, and financial advisory services. At Old National Bank, we are committed to helping you achieve your financial goals. Whether you're looking to save for the future, considering a personal loan, or exploring debt consolidation options, our team is here to assist you every step of the way. We also offer auto refinancing services to help you manage your finances more effectively.
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Health insurance companies
- Life insurance companies
- financial planning brokers in Bettendorf
- financial planning brokers in Burlington
- financial planning brokers in Carroll
- financial planning brokers in Cedar Rapids
- financial planning brokers in Clinton
- financial planning brokers in Coralville
- financial planning brokers in Creston
- financial planning brokers in Davenport
- financial planning brokers in Denison
- financial planning brokers in Des Moines
- financial planning brokers in DeWitt
- financial planning brokers in Dyersville
- financial planning brokers in Grimes
- financial planning brokers in Hiawatha
- financial planning brokers in Johnston
- financial planning brokers in Le Mars
- financial planning brokers in North Liberty
- financial planning brokers in Sheldon
- financial planning brokers in Sioux Center
- financial planning brokers in Sioux City
- financial planning brokers in Spirit Lake
- financial planning brokers in Urbandale
- financial planning brokers in West Burlington
- financial planning brokers in West Des Moines
List of local businesses, places and services in Iowa
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos