IA · Davenport

Fiduciary advisors in Davenport, IA

2 advisors with offices in Davenport. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Davenport

Investment Consulting Group

Davenport, Iowa

Investment Consulting Group, located in Davenport, Iowa, provides investment management services to corporate retirement plans, Taft-Hartley plans, government plans, endowments, foundations, and individual investors across the country. The firm guides clients through a structured process that includes setting objectives, determining asset allocation, selecting investment managers from a database of over 39,000 options, and ongoing performance measurement and rebalancing. The firm also offers educational programs for trustees and employees, and assists with cost containment by negotiating fees and commissions on behalf of clients.

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Wally Nissen, CLU, ChFC, MA

Davenport, Iowa

CLU ChFC

Wally Nissen is a financial services practitioner in Davenport, Iowa, holding CLU and ChFC credentials. The practice serves individuals and business owners, offering insurance, investing, retirement planning, estate planning, and wealth preservation services, with access to products from multiple financial services companies.

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Financial advisors in Davenport, Iowa

Advisors serving Davenport 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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