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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 can 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 - July 10, 2024

Iowa has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 81 non-vetted advisors in your local area. These retirement advisors in Iowa have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Iowa

advisor-photo
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Craig Adamson
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

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Jason Thrap
WMCP®, ChSNC®, CASL®, CFP®, RICP®, CLU®, ChFC®
Northwestern Mutual

Qualifications
CRD# 5072964
Firm CRD# 2881
Series 6, 7, 63, 66

Minimum Assets Required
$250,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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Jim Wilterdink
360 Financial Planning Group

Qualifications
CRD# 4933074
Firm CRD# 4933074
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

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, Hourly, Flat Fee, Based on Assets

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Paul 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

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Roger Abel
AIF®
Premier Investments of Iowa, Inc.

Qualifications
CRD# 4525922
Firm CRD# 6413
Series 6, 7, 24, 63, 65

Minimum Assets Required
$50,000

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

advisor-photo
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Cory Watson
Private Wealth Management

Qualifications
CRD# 2837924
Firm CRD# 39543

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management.

Compensation/Fee

Not Specified

Top 15 Retirement Planning firms in Iowa (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PRINCIPAL ASSET MANAGEMENT
801 Grand Ave,
Des Moines, IA, 50392-0001
$279,108,496,692136561925
A Percentage of AUM, Fixed Fees, Performance Based, Other (CHARGE ON A COST ALLOCATION BASIS TO PRINCIPAL LIFE)
2
PRINCIPAL REAL ESTATE
801 Grand Ave,
Des Moines, IA, 50392-0001
$93,670,595,7741522484
A Percentage of AUM, Fixed Fees, Performance Based
3
AEGON ASSET MANAGEMENT US
6300 C Street Sw,
Cedar Rapids, IA, 52499-5338
$87,349,594,698210289
A Percentage of AUM, Fixed Fees, Performance Based
4
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
1776 Pleasant Plain Rd.,
Fairfield, IA, 52556-8757
$82,427,818,6544613703352
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (SOLICITATION FEES FROM 3RD PARTY MONEY MANAGERS)
5
PRINCIPAL SECURITIES, INC.
711 High Street,
Des Moines, IA, 50392
$9,416,854,861460751430
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SEMINAR FEES, SOLICITORS FEES, SUBSCRIPTION CONSULTING FEES)
6
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
8300 Mills Civic Parkway,
West Des Moines, IA, 50266
$6,512,036,820715
A Percentage of AUM
7
AVANTAX PLANNING PARTNERS, INC.
3390 Asbury Road,
Dubuque, IA, 52002-2801
$5,456,488,46911570239
A Percentage of AUM, Hourly charges, Fixed Fees
8
BTC CAPITAL MANAGEMENT
453 7th Street,
Des Moines, IA, 50309-3702
$3,621,197,368231019
A Percentage of AUM, Fixed Fees
9
FOSTER GROUP, INC.
6601 Westown Parkway, Suite 100
West Des Moines, IA, 50266
$3,083,295,163576875
A Percentage of AUM, Hourly charges, Fixed Fees
10
NATIONS FINANCIAL GROUP, INC.
3925 Fountains Blvd Ne, Suite 200
Cedar Rapids, IA, 52411
$3,011,458,350978885
A Percentage of AUM, Fixed Fees
11
STEELE CAPITAL MANAGEMENT, INC.
1000 Jackson Street, Suite 201
Dubuque, IA, 52001
$2,330,408,674391114
A Percentage of AUM
12
INVESTMENT CONSULTING GROUP INC
5117 Jersey Ridge Road, Suite 1,
Davenport, IA, 52807
$2,104,639,0154872
A Percentage of AUM, Fixed Fees
13
AEGON REAL ASSETS US
6300 C Street Sw,
Cedar Rapids, IA, 52499-5338
$1,925,716,97333161
A Percentage of AUM, Fixed Fees, Performance Based, Other (REFER TO SCHEDULE D MISC)
14
BFC PLANNING, INC.
4201 42nd Street Ne, Suite 100
Cedar Rapids, IA, 52402
$1,477,309,1818990200
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEE)
15
AUSDAL FINANCIAL PARTNERS, INC.
5187 Utica Ridge Rd,
Davenport, IA, 52807
$1,415,697,0368303325
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (REVENUE SHARING)

Information on Top Retirement Planning firms in Iowa

QualificationsFirm CRD# 109002

Assets Under Management $279,108,496,692

No. Of Clients13656

Clients Per Financial Advisor7

PRINCIPAL ASSET MANAGEMENT is a financial advisory firm situated in Des Moines, Iowa. With a nearly $279B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13656 clients. The team consists of 1925 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 109008

Assets Under Management $93,670,595,774

No. Of Clients1522

Clients Per Financial Advisor3

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 1522 clients. The team consists of 484 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 114537

Assets Under Management $87,349,594,698

No. Of Clients210

Clients Per Financial Advisor1

AEGON ASSET MANAGEMENT US is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $87B assets under management, the firm specializes in crafting personalized retirement planning solutions for 210 clients. The team consists of 289 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 134139

Assets Under Management $82,427,818,654

No. Of Clients461370

Clients Per Financial Advisor138

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is a financial advisory firm situated in Fairfield, Iowa. With a nearly $82B assets under management, the firm specializes in crafting personalized retirement planning solutions for 461370 clients. The team consists of 3352 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Market Timing Based
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 1137

Assets Under Management $9,416,854,861

No. Of Clients46075

Clients Per Financial Advisor32

PRINCIPAL SECURITIES, INC. is a financial advisory firm situated in Des Moines, Iowa. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 46075 clients. The team consists of 1430 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 321109

Assets Under Management $6,512,036,820

No. Of Clients7

Clients Per Financial Advisor0

SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106237

Assets Under Management $5,456,488,469

No. Of Clients11570

Clients Per Financial Advisor48

AVANTAX PLANNING PARTNERS, INC. is a financial advisory firm situated in Dubuque, Iowa. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11570 clients. The team consists of 239 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 127158

Assets Under Management $3,621,197,368

No. Of Clients2310

Clients Per Financial Advisor122

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 2310 clients. The team consists of 19 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 107148

Assets Under Management $3,083,295,163

No. Of Clients5768

Clients Per Financial Advisor77

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 5768 clients. The team consists of 75 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 44181

Assets Under Management $3,011,458,350

No. Of Clients9788

Clients Per Financial Advisor115

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 9788 clients. The team consists of 85 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107097

Assets Under Management $2,330,408,674

No. Of Clients3911

Clients Per Financial Advisor279

STEELE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Dubuque, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3911 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 106967

Assets Under Management $2,104,639,015

No. Of Clients487

Clients Per Financial Advisor244

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 487 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
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 286438

Assets Under Management $1,925,716,973

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 161 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
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 119682

Assets Under Management $1,477,309,181

No. Of Clients8990

Clients Per Financial Advisor45

BFC PLANNING, INC. is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8990 clients. The team consists of 200 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 (SOLICITOR FEE)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 7995

Assets Under Management $1,415,697,036

No. Of Clients8303

Clients Per Financial Advisor26

AUSDAL FINANCIAL PARTNERS, INC. is a financial advisory firm situated in Davenport, Iowa. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8303 clients. The team consists of 325 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 (REVENUE SHARING)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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