11 advisors with offices in Cedar Rapids. Credentials, fee structures, and minimums are disclosed on each listing.
Cedar Rapids, Iowa
Alber Asset Management provides investment management services from their Cedar Rapids, Iowa office. The firm works with clients in English.
View detailsCedar Rapids, Iowa
Bridgeway Wealth Management, LLC is located in Cedar Rapids, Iowa and provides investment management and retirement planning services. The firm specializes in retirement planning for its clients.
View detailsCedar Rapids, Iowa
Carson Wealth is based in Cedar Rapids, Iowa and offers estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management. Team members hold the CLU credential, and the firm conducts business in English.
View detailsCedar Rapids, Iowa
Creative Planning in Cedar Rapids, Iowa provides estate planning, financial planning, insurance analysis, and investment management services. The firm has earned a 5-star rating based on 81 Google reviews. Services are conducted in English.
View detailsCedar Rapids, Iowa
Fee-Only
Custom Fit Financial is a fee-only financial planning firm based in Cedar Rapids, Iowa. The firm operates under a fiduciary standard when providing advice. They offer financial planning services and conduct business in English.
View detailsCedar Rapids, Iowa
EDGE Investment Solutions is based in Cedar Rapids, Iowa and provides investment management, financial planning, and retirement planning services. The firm specializes in wealth management for clients seeking guidance on investment strategy and retirement readiness. EDGE has a 5-star rating on Google from 53 reviews.
View detailsCedar Rapids, Iowa
Freedom Capital Strategies is located in Cedar Rapids, Iowa and offers financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning as part of its broader financial advisory practice. Services are provided in English.
View detailsCedar Rapids, Iowa
Iowa Retirement Benefits & Solutions, based in Cedar Rapids, provides financial planning and investment management with a focus on retirement and insurance matters. The firm specializes in retirement planning, social security optimization, and insurance analysis to help clients coordinate these interconnected areas.
View detailsCedar Rapids, Iowa
Wirehouse
Merrill Lynch Wealth Management in Cedar Rapids, Iowa provides financial planning and investment management services. As a wirehouse firm, the office serves clients seeking wealth management support across a range of financial needs.
View detailsCedar Rapids, Iowa
Insurance-Based
Northwestern Mutual in Cedar Rapids, Iowa provides financial planning, insurance analysis, and investment management services with a focus on insurance planning. The firm operates on an insurance-based model and is available to English-speaking clients. It holds a 4.4 rating based on seven Google reviews.
View detailsCedar Rapids, Iowa
Pulse Financial Services is located in Cedar Rapids, Iowa and provides investment advisory services.
View detailsAdvisors serving Cedar Rapids specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Iowa's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.