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.
Spencer has 1 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 Spencer, Iowa have an average of 4 years of experience.
Paul Fokken
Royal Fund Management
Qualifications
CRD# 7036510
Firm CRD# 144434
Series 65
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1607 W. 18th Street, Spencer, IA, 51301 | $865,221,987 | 4063 | 24 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 152816
Assets Under Management $865,221,987
No. Of Clients4063
Clients Per Financial Advisor169
NORTHWEST WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Spencer, Iowa. With a nearly $865M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4063 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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