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Find Retirement Advisors for Retirement Planning in West Des Moines, 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 West Des Moines, Iowa
Last Updated - September 5, 2024West Des Moines has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 18 non-vetted advisors in your local area. These retirement advisors in West Des Moines, Iowa have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in West Des Moines, 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
VERIFIEDCory Watson
Private Wealth Management
Qualifications
CRD# 2837924
Firm CRD# 39543
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management.
Compensation/Fee
Not Specified
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 15 Retirement Planning firms in West Des Moines, Iowa (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway, West Des Moines, IA, 50266 | $6,512,036,820 | 7 | 15 | A Percentage of AUM |
| 2 | FOSTER GROUP, INC. 6601 Westown Parkway, Suite 100 West Des Moines, IA, 50266 | $3,083,295,163 | 5768 | 75 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | GILBERT & COOK, INC. 5058 Grand Ridge Drive, West Des Moines, IA, 50265 | $973,601,625 | 2648 | 32 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | SYVERSON STREGE 4125 Westown Parkway, Suite 104 West Des Moines, IA, 50266 | $665,694,138 | 1973 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | RETIRERIGHT CONSULTING GROUP 1200 Valley West Drive, Suite 707 West Des Moines, IA, 50266 | $504,547,358 | 514 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | WEALTH ADVISORS OF IOWA, LLC 1601 West Lakes Parkway, Suite 200 West Des Moines, IA, 50266 | $346,194,031 | 979 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 7 | LEGACY BRIDGE PRIVATE FAMILY OFFICES 4601 Westown Parkway, Suite 220 West Des Moines, IA, 50266 | $292,561,807 | 107 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (FAMILY OFFICE FEES) |
| 8 | BALLAST CAPITAL ADVISORS, LLC 1200 Office Plaza Drive, West Des Moines, IA, 50266 | $273,916,175 | 140 | 7 | Fixed Fees |
| 9 | COMPASS FINANCIAL SERVICES 4801 Westown Parkway, West Des Moines, IA, 50266 | $254,485,742 | 1588 | 12 | A Percentage of AUM, Hourly charges |
| 10 | VALIANT WEALTH, LLC 3408 Woodland Ave, Suite 204 West Des Moines, IA, 50266 | $250,112,886 | 524 | 11 | A Percentage of AUM, Fixed Fees, Performance Based |
| 11 | RIVER GLEN WEALTH COUNSELORS 2600 Westown Parkway, Suite 346 West Des Moines, IA, 50266 | $241,859,281 | 586 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | BOYLE CAPITAL 1230 Office Plaza Drive, West Des Moines, IA, 50266-2300 | $238,059,942 | 1693 | 6 | A Percentage of AUM, Hourly charges, Performance Based |
| 13 | MIDWEST HERITAGE FINANCIAL ADVISORS 3580 Ep True Parkway, West Des Moines, IA, 50265 | $223,047,510 | 491 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC 1441 29th Street Ste 310, West Des Moines, IA, 50266 | $164,488,430 | 1021 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES FROM OTHER ADVISORS) |
| 15 | VIVID WEALTH MANAGEMENT, LLC 2600 Westown Parkway, Suite 150 West Des Moines, IA, 50266 | $126,334,555 | 751 | 2 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in West Des Moines, Iowa
QualificationsFirm CRD# 321109
Assets Under Management $6,512,036,820
No. Of Clients7
Clients Per Financial Advisor0
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 107148
Assets Under Management $3,083,295,163
No. Of Clients5768
Clients Per Financial Advisor77
FOSTER GROUP, INC. is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5768 clients. The team consists of 75 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
- Pension Consulting Services
QualificationsFirm CRD# 283112
Assets Under Management $973,601,625
No. Of Clients2648
Clients Per Financial Advisor83
GILBERT & COOK, INC. is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2648 clients. The team consists of 32 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 109228
Assets Under Management $665,694,138
No. Of Clients1973
Clients Per Financial Advisor141
SYVERSON STREGE is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $666M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1973 clients. The team consists of 14 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# 300925
Assets Under Management $504,547,358
No. Of Clients514
Clients Per Financial Advisor129
RETIRERIGHT CONSULTING GROUP is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $505M assets under management, the firm specializes in crafting personalized retirement planning solutions for 514 clients. The team consists of 4 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
QualificationsFirm CRD# 115088
Assets Under Management $346,194,031
No. Of Clients979
Clients Per Financial Advisor82
WEALTH ADVISORS OF IOWA, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 979 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 282261
Assets Under Management $292,561,807
No. Of Clients107
Clients Per Financial Advisor15
LEGACY BRIDGE PRIVATE FAMILY OFFICES is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $293M assets under management, the firm specializes in crafting personalized retirement planning solutions for 107 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
- Other (FAMILY OFFICE FEES)
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 282369
Assets Under Management $273,916,175
No. Of Clients140
Clients Per Financial Advisor20
BALLAST CAPITAL ADVISORS, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $274M assets under management, the firm specializes in crafting personalized retirement planning solutions for 140 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 109441
Assets Under Management $254,485,742
No. Of Clients1588
Clients Per Financial Advisor132
COMPASS FINANCIAL SERVICES is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1588 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 146911
Assets Under Management $250,112,886
No. Of Clients524
Clients Per Financial Advisor48
VALIANT WEALTH, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 524 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 147012
Assets Under Management $241,859,281
No. Of Clients586
Clients Per Financial Advisor147
RIVER GLEN WEALTH COUNSELORS is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $242M assets under management, the firm specializes in crafting personalized retirement planning solutions for 586 clients. The team consists of 4 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
QualificationsFirm CRD# 132416
Assets Under Management $238,059,942
No. Of Clients1693
Clients Per Financial Advisor282
BOYLE CAPITAL is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1693 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 306308
Assets Under Management $223,047,510
No. Of Clients491
Clients Per Financial Advisor246
MIDWEST HERITAGE FINANCIAL ADVISORS is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 491 clients. The team consists of 2 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# 307987
Assets Under Management $164,488,430
No. Of Clients1021
Clients Per Financial Advisor204
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1021 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
- Other (REFERRAL FEES FROM OTHER ADVISORS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 322974
Assets Under Management $126,334,555
No. Of Clients751
Clients Per Financial Advisor376
VIVID WEALTH MANAGEMENT, LLC is a financial advisory firm situated in West Des Moines, Iowa. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 751 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.