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Find Retirement Advisors for Retirement Planning in Urbandale, Iowa
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.
Finding the Best Retirement Planners in Urbandale, Iowa
Last Updated - April 18, 2024Urbandale has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Urbandale, Iowa have an average of 15 years of experience.
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List of Qualified Retirement Planning Advisors in Urbandale, Iowa
VERIFIEDJason Thrap
WMCP®, ChSNC®, CASL®, CFP®, RICP®, CLU®, ChFC®
Northwestern Mutual
Qualifications
CRD# 5072964
Firm CRD# 2881
Series 6, 7, 63, 66
Minimum Assets Required
$250,000
Advisory Services:
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDJim Wilterdink
360 Financial Planning Group
Qualifications
CRD# 4933074
Firm CRD# 4933074
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
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.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Urbandale, Iowa (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BROKERS FINANCIAL 4135 Nw Urbandale Dr, Urbandale, IA, 50322 | $1,360,141,295 | 9114 | 224 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF ASSETS MANAGED BY THIRD-PARTY ADVISOR FIRMS) |
| 2 | INDEPENDENT WEALTH NETWORK, INC. 2350 Nw 128th St, Urbandale, IA, 50323 | $292,821,944 | 2298 | 27 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | MOKOSAK ADVISORY GROUP, LLC 2900 100th Street Suite 102, Urbandale, IA, 50322 | $228,333,737 | 1152 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | WILON WEALTH MANAGEMENT 2400 86th Street, Suite 32 Urbandale, IA, 50322 | $161,323,709 | 810 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | AO WEALTH ADVISORY 2570 106th Street, Suite A, Urbandale, IA, 50322 | $121,445,030 | 1044 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Urbandale, Iowa
QualificationsFirm CRD# 139627
Assets Under Management $1,360,141,295
No. Of Clients9114
Clients Per Financial Advisor41
BROKERS FINANCIAL is a financial advisory firm situated in Urbandale, Iowa. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9114 clients. The team consists of 224 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (PERCENTAGE OF ASSETS MANAGED BY THIRD-PARTY ADVISOR FIRMS)
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 286262
Assets Under Management $292,821,944
No. Of Clients2298
Clients Per Financial Advisor85
INDEPENDENT WEALTH NETWORK, INC. is a financial advisory firm situated in Urbandale, Iowa. With a nearly $293M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2298 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 287538
Assets Under Management $228,333,737
No. Of Clients1152
Clients Per Financial Advisor384
MOKOSAK ADVISORY GROUP, LLC is a financial advisory firm situated in Urbandale, Iowa. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1152 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 313185
Assets Under Management $161,323,709
No. Of Clients810
Clients Per Financial Advisor162
WILON WEALTH MANAGEMENT is a financial advisory firm situated in Urbandale, Iowa. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 810 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 288301
Assets Under Management $121,445,030
No. Of Clients1044
Clients Per Financial Advisor348
AO WEALTH ADVISORY is a financial advisory firm situated in Urbandale, Iowa. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1044 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Cherokee, Iowa
- Retirement Planners in Runnells, Iowa
- Retirement Planners in West Des Moines, Iowa
Looking for more choices? Use our free match service to compare retirement planners serving your area.