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 you 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 registrations check. 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 3 non-vetted advisors in your local area. These retirement advisors in Dubuque, Iowa have an average of 0 years of experience.
Jacobson & Schmitt Advisors, LLC
CFP®, CPWA®, EA, CFA®
Qualifications
Firm CRD# 140431
Series 65
Minimum Assets Required
$0
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, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | AVANTAX PLANNING PARTNERS, INC. 3390 Asbury Road, Dubuque, IA, 52002-2801 | $5,456,488,469 | 11570 | 239 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | STEELE CAPITAL MANAGEMENT, INC. 1000 Jackson Street, Suite 201 Dubuque, IA, 52001 | $2,330,408,674 | 3911 | 14 | A Percentage of AUM |
3 | WEITZEL FINANCIAL SERVICES, INC. 2200 John F. Kennedy Road, Suite 103 Dubuque, IA, 52002 | $199,140,728 | 1316 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
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.
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.
QualificationsFirm CRD# 27346
Assets Under Management $199,140,728
No. Of Clients1316
Clients Per Financial Advisor439
WEITZEL FINANCIAL SERVICES, INC. is a financial advisory firm situated in Dubuque, Iowa. With a nearly $199M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1316 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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