Top financial advisors in Ames, IA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Ames, IA when you're planning for retirement income and want to understand how recent tax changes affect your strategy. A common mistake is not accounting for local tax rules that can impact your retirement cash flow.
- Retirement income planning. Look for advisors who integrate state tax changes into your income projections, not just federal rules.
- Tax-efficient withdrawal sequencing. Ask how they prioritize which accounts to draw from to minimize taxes and preserve your savings.
- Coordination with other professionals. Confirm they work with your tax preparer or estate planner to align strategies across your financial team.
- Experience with local regulations. Ensure they understand Iowa's recent retirement income tax phase-outs and how that benefits your plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Richard N
Series 63, Series 65
Ames, IA
LPL Financial
Richard Nelson's 29 years of experience and Series 63 and 65 credentials equip him to address retirement income planning in Ames, IA, with a focus on tax-loss harvesting and retirement plans for business owners. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and diverse investment strategies, he serves a broad client base including high-net-worth households, which may provide more comprehensive resources compared to smaller firms.
Experience: 29 years
Avg account: $399,489
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Darren G
Series 63, Series 65
Ames, IA
Ameritas Advisory Services, LLC
Darren Gauck's 31 years of experience and expertise in retirement income strategy and annuities make him well-suited to address retirement income planning in Ames, IA, including tax-efficient withdrawal sequencing. Affiliated with Ameritas Advisory Services, a large firm offering flat fees and fee-based asset management, he serves individuals and retirement plans, providing a blend of seasoned insight and structured fee options that may differ from smaller or commission-based advisors nearby.
Experience: 32 years
Avg account: $448,118
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John T
Series 63, Series 66
Ames, IA
Edward Jones
John Tillo in Ames, IA, specializes in retirement income strategy and general estate planning guidance, supported by 28 years of experience and Series 63 and 66 designations. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers advisory programs with fees up to 1.35% annually, providing access to extensive resources compared to smaller local advisors.
Experience: 28 years
Avg account: $246,728
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Jay B
Series 63, Series 66
Ames, IA
Eagle Strategies (NY Life)
Jay Black offers retirement income strategy expertise in Ames, IA, with 14 years of experience and credentials including Series 63 and 66. Operating within Eagle Strategies, a large firm managing $25.4 billion in assets, he provides flexible fee options such as AUM-based, hourly, and subscription agreements, distinguishing him from advisors with smaller practices or less diverse fee structures.
Experience: 14 years
Avg account: $235,446
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Derrick H
Series 66
Ames, IA
STIFEL
Derrick Hannah in Ames, IA specializes in general retirement and income planning, making him well-suited to address retirement income strategies and tax-efficient withdrawal sequencing. With nine years of experience and a Series 66 designation, he operates within Stifel, a large firm known for proprietary investment analysis and serving diverse clients including individuals and institutions.
Experience: 10 years
Avg account: $773,556
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