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.
Dubuque has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Dubuque, Iowa have an average of 0 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 3390 Asbury Road, Dubuque, IA, 52002-2801 | $6,377,152,299 | 12286 | 248 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 1000 Jackson Street, Suite 201 Dubuque, IA, 52001 | $2,692,631,181 | 4060 | 14 | A percentage of AUM |
3 | 2200 John F. Kennedy Road, Suite 103 Dubuque, IA, 52002 | $238,564,031 | 1518 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 600 Star Brewery Drive, Suite 400 Dubuque, IA, 52001 | $129,107,080 | 287 | 5 | A percentage of AUM |
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.
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.
QualificationsFirm CRD# 27346
Assets Under Management $238,564,031
No. Of Clients1518
Clients Per Financial Advisor506
WEITZEL FINANCIAL SERVICES, INC. is a financial advisory firm situated in Dubuque, Iowa. With a nearly $239M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1518 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 329748
Assets Under Management $129,107,080
No. Of Clients287
Clients Per Financial Advisor57
FRIDAY FINANCIAL is a financial advisory firm situated in Dubuque, Iowa. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 287 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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