Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Cedar Rapids has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Cedar Rapids, Iowa have an average of 29 years of experience.
Savant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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
Fee-Only, Based on Assets
Roger Abel
AIF®
Premier Investments & Wealth Management
Qualifications
CRD# 4525922
Firm CRD# 6413
Series 6, 7, 24, 63, 65
Minimum Assets Required
$25,000
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
Fee-Based, Flat Fee, Based on Assets, Subscriptions
Craig 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
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 6300 C Street Sw, Cedar Rapids, IA, 52499-5338 | $88,549,358,554 | 213 | 258 | A percentage of AUM, Fixed fees, Performance Based |
2 | 6400 C Street Sw, Cedar Rapids, IA, 52499 | $16,157,423,229 | 212836 | 383 | A percentage of AUM, Fixed fees |
3 | 3925 Fountains Blvd Ne, Suite 200 Cedar Rapids, IA, 52411 | $3,398,671,718 | 9857 | 83 | A percentage of AUM, Fixed fees |
4 | 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) |
5 | 4201 42nd Street Ne, Suite 100 Cedar Rapids, IA, 52402 | $1,839,208,077 | 8749 | 200 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEE) |
6 | 4144 Golf Street Ne, Cedar Rapids, IA, 52402 | $776,175,833 | 3881 | 23 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
7 | 4201 42nd Street Ne, Suite 100 Cedar Rapids, IA, 52402 | $742,220,394 | 3481 | 100 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
8 | 375 Collins Road Ne,, Suite 120 Cedar Rapids, IA, 52402 | $176,237,651 | 951 | 5 | A percentage of AUM, Other (REFERRAL FEES) |
9 | 329 12th Ave Se, Suite 106 Cedar Rapids, IA, 52401 | $174,907,856 | 1115 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
10 | 1909 51st Street Ne, Cedar Rapids, IA, 52402 | $151,481,945 | 382 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
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.
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.
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.
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.
QualificationsFirm CRD# 119682
Assets Under Management $1,839,208,077
No. Of Clients8749
Clients Per Financial Advisor44
BFC PLANNING, INC. 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 8749 clients. The team consists of 200 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289538
Assets Under Management $776,175,833
No. Of Clients3881
Clients Per Financial Advisor169
BASEPOINT WEALTH, LLC is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $776M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3881 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 13609
Assets Under Management $742,220,394
No. Of Clients3481
Clients Per Financial Advisor35
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $742M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3481 clients. The team consists of 100 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286316
Assets Under Management $176,237,651
No. Of Clients951
Clients Per Financial Advisor190
BEACON CAPITAL, LLC is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $176M assets under management, the firm specializes in crafting personalized retirement planning solutions for 951 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 317532
Assets Under Management $174,907,856
No. Of Clients1115
Clients Per Financial Advisor223
CEDAR POINT CAPITAL PARTNERS, LLC is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1115 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 326547
Assets Under Management $151,481,945
No. Of Clients382
Clients Per Financial Advisor191
BRIDGEWAY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Cedar Rapids, Iowa. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 382 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.