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Find Retirement Advisors for Retirement Planning in Bettendorf, Iowa

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

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Finding the Best Retirement Planners in Bettendorf, Iowa

Last Updated - April 25, 2025

Bettendorf has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Bettendorf, Iowa have an average of 8 years of experience.

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List of Qualified Retirement Planning Advisors in Bettendorf, Iowa

advisor
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Rian 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

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Top 2 Retirement Planning firms in Bettendorf, Iowa (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

4275 Ontario Drive,
Bettendorf, IA, 52722
$305,541,79012409
A percentage of AUM, Hourly charges, Fixed fees
2

3475 Utica Ridge Road,
Bettendorf, IA, 52722
$208,707,00013553
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Bettendorf, Iowa

QualificationsFirm CRD# 151569

Assets Under Management $305,541,790

No. Of Clients1240

Clients Per Financial Advisor138

NIKULSKI FINANCIAL, INC. is a financial advisory firm situated in Bettendorf, Iowa. With a nearly $306M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1240 clients. The team consists of 9 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
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 313543

Assets Under Management $208,707,000

No. Of Clients1355

Clients Per Financial Advisor452

TFP MANAGEMENT, LLC is a financial advisory firm situated in Bettendorf, Iowa. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1355 clients. The team consists of 3 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
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

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