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.
North Liberty has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in North Liberty, 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 | 595 Ashley Court Suite 2, North Liberty, IA, 52317 | $116,123,826 | 391 | 4 | A percentage of AUM |
QualificationsFirm CRD# 306301
Assets Under Management $116,123,826
No. Of Clients391
Clients Per Financial Advisor98
DAVID JAMES FINANCIAL is a financial advisory firm situated in North Liberty, Iowa. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 391 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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