Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Iowa
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Iowa, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Iowa
Last Updated - April 24, 2025Iowa has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 82 non-vetted advisors in your local area. These retirement advisors in Iowa have an average of 22 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Iowa
VERIFIEDCraig Adamson
CLTC®, CRC®, CRPS®, RMA - Retirement Management Advisor
TrueWealth Stewardship
Qualifications
CRD# 2751115
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDPaul Fokken
Royal Fund Management
Qualifications
CRD# 7036510
Firm CRD# 144434
Series 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDRoger Abel
AIF®
Premier Investments & Wealth Management
Qualifications
CRD# 4525922
Firm CRD# 6413
Series 6, 7, 24, 63, 65
Minimum Assets Required
$25,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets, Subscriptions
VERIFIEDRian Waterman
JD, CEPA®, CFA®
Farther Finance, LLC
Qualifications
CRD# 5121837
Firm CRD# 302050
Series 65
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDCory Watson
Private Wealth Management
Qualifications
CRD# 2837924
Firm CRD# 134139
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management
Compensation/Fee
Not Specified
VERIFIEDSavant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Iowa (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 801 Grand Ave, Des Moines, IA, 50392-0001 | $377,222,976,882 | 6824 | 1955 | A percentage of AUM, Fixed fees, Performance Based, Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE) |
| 2 | 801 Grand Ave, Des Moines, IA, 50392-0001 | $93,913,367,327 | 643 | 645 | A percentage of AUM, Fixed fees, Performance Based |
| 3 | 6300 C Street Sw, Cedar Rapids, IA, 52499-5338 | $88,549,358,554 | 213 | 258 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | 1776 Pleasant Plain Rd., Fairfield, IA, 52556-8757 | $87,368,733,496 | 448526 | 3312 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS) |
| 5 | 6400 C Street Sw, Cedar Rapids, IA, 52499 | $16,157,423,229 | 212836 | 383 | A percentage of AUM, Fixed fees |
| 6 | 711 High Street, Des Moines, IA, 50392 | $12,105,712,948 | 54844 | 1349 | A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR FEES, SOLICITORS FEES, SUBSCRIPTION CONSULTING FEES) |
| 7 | 8300 Mills Civic Parkway, West Des Moines, IA, 50266 | $11,358,738,764 | 8 | 15 | A percentage of AUM |
| 8 | 3390 Asbury Road, Dubuque, IA, 52002-2801 | $6,377,152,299 | 12286 | 248 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 453 7th Street, Des Moines, IA, 50309-3702 | $3,836,918,843 | 2543 | 18 | A percentage of AUM, Fixed fees |
| 10 | 3925 Fountains Blvd Ne, Suite 200 Cedar Rapids, IA, 52411 | $3,398,671,718 | 9857 | 83 | A percentage of AUM, Fixed fees |
| 11 | 6601 Westown Parkway, Suite 100 West Des Moines, IA, 50266 | $3,238,513,168 | 4626 | 81 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 1000 Jackson Street, Suite 201 Dubuque, IA, 52001 | $2,692,631,181 | 4060 | 14 | A percentage of AUM |
| 13 | 5117 Jersey Ridge Road, Suite 1 Davenport, IA, 52807 | $2,378,969,762 | 491 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 4135 Nw Urbandale Dr, Urbandale, IA, 50322 | $2,000,456,128 | 11566 | 260 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS MANAGED BY THIRD-PARTY ADVISOR FIRMS) |
| 15 | 6300 C Street Sw, Cedar Rapids, IA, 52499-5338 | $1,898,014,176 | 33 | 170 | A percentage of AUM, Fixed fees, Performance Based, Other (REFER TO SCHEDULE D MISC) |
Information on Top Retirement Planning firms in Iowa
QualificationsFirm CRD# 109002
Assets Under Management $377,222,976,882
No. Of Clients6824
Clients Per Financial Advisor3
PRINCIPAL ASSET MANAGEMENT is a financial advisory firm situated in Des Moines, Iowa. With a nearly $377B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6824 clients. The team consists of 1955 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
- Other (SPREAD LENDING MANAGEMENT AND ADVICE; ASSET ALLOCATION SERVICES; PROVIDING MODEL PORTFOLIOS)
QualificationsFirm CRD# 109008
Assets Under Management $93,913,367,327
No. Of Clients643
Clients Per Financial Advisor1
PRINCIPAL REAL ESTATE is a financial advisory firm situated in Des Moines, Iowa. With a nearly $94B assets under management, the firm specializes in crafting personalized retirement planning solutions for 643 clients. The team consists of 645 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PROVIDING MODEL PORTFOLIOS)
QualificationsFirm CRD# 114537
Assets Under Management $88,549,358,554
No. Of Clients213
Clients Per Financial Advisor1
AEGON ASSET MANAGEMENT US is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $89B assets under management, the firm specializes in crafting personalized retirement planning solutions for 213 clients. The team consists of 258 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CREDIT RESEARCH)
QualificationsFirm CRD# 134139
Assets Under Management $87,368,733,496
No. Of Clients448526
Clients Per Financial Advisor135
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is a financial advisory firm situated in Fairfield, Iowa. With a nearly $87B assets under management, the firm specializes in crafting personalized retirement planning solutions for 448526 clients. The team consists of 3312 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Other (SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Market timing services
- Education seminars/workshops
QualificationsFirm CRD# 107319
Assets Under Management $16,157,423,229
No. Of Clients212836
Clients Per Financial Advisor556
TRANSAMERICA RETIREMENT ADVISORS, LLC is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 212836 clients. The team consists of 383 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 1137
Assets Under Management $12,105,712,948
No. Of Clients54844
Clients Per Financial Advisor41
PRINCIPAL SECURITIES, INC. is a financial advisory firm situated in Des Moines, Iowa. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 54844 clients. The team consists of 1349 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SEMINAR FEES
- SOLICITORS FEES
- SUBSCRIPTION CONSULTING FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 321109
Assets Under Management $11,358,738,764
No. Of Clients8
Clients Per Financial Advisor1
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 106237
Assets Under Management $6,377,152,299
No. Of Clients12286
Clients Per Financial Advisor50
AVANTAX PLANNING PARTNERS, INC. is a financial advisory firm situated in Dubuque, Iowa. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12286 clients. The team consists of 248 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 127158
Assets Under Management $3,836,918,843
No. Of Clients2543
Clients Per Financial Advisor141
BTC CAPITAL MANAGEMENT is a financial advisory firm situated in Des Moines, Iowa. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2543 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 44181
Assets Under Management $3,398,671,718
No. Of Clients9857
Clients Per Financial Advisor119
NATIONS FINANCIAL GROUP, INC. is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9857 clients. The team consists of 83 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 107148
Assets Under Management $3,238,513,168
No. Of Clients4626
Clients Per Financial Advisor57
FOSTER GROUP, INC. is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4626 clients. The team consists of 81 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 107097
Assets Under Management $2,692,631,181
No. Of Clients4060
Clients Per Financial Advisor290
STEELE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Dubuque, Iowa. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4060 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 106967
Assets Under Management $2,378,969,762
No. Of Clients491
Clients Per Financial Advisor246
INVESTMENT CONSULTING GROUP INC is a financial advisory firm situated in Davenport, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 491 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 139627
Assets Under Management $2,000,456,128
No. Of Clients11566
Clients Per Financial Advisor44
INTEGRITY ALLIANCE, LLC is a financial advisory firm situated in Urbandale, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11566 clients. The team consists of 260 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (PERCENTAGE OF ASSETS MANAGED BY THIRD-PARTY ADVISOR FIRMS)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 286438
Assets Under Management $1,898,014,176
No. Of Clients33
Clients Per Financial Advisor0
AEGON REAL ASSETS US is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 170 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (REFER TO SCHEDULE D MISC)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Cedar Rapids, Iowa
- Retirement Planners in Cherokee, Iowa
- Retirement Planners in Davenport, Iowa
- Retirement Planners in Iowa City, Iowa
- Retirement Planners in Marion, Iowa
- Retirement Planners in West Des Moines, Iowa
Looking for more choices? Use our free match service to compare retirement planners serving your area.