IA · Corydon

Fiduciary advisors in Corydon, IA

1 advisor with offices in Corydon. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Corydon

Tate Felton, Financial Advisor - Felton Financial

Corydon, Iowa

Retirement Planning Investment Management

Tate Felton operates Felton Financial in Corydon, Iowa, offering financial planning with a focus on retirement planning and investment management. The firm is investment-licensed and structured around a client-first approach. The team includes Tate Felton as the principal advisor, along with support staff including Lucas Hemphill (Servicing Assistant) and Brenda Thomas (Client Relationship Specialist), who brings over 30 years of experience in insurance and college savings planning.

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Financial advisors in Corydon, Iowa

Advisors serving Corydon 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.

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