Top financial advisors in Burlington, 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.
If you're approaching retirement or managing income streams, you need an advisor who understands how to optimize your finances in light of Iowa's recent retirement income tax changes. A common mistake is overlooking how these tax shifts affect your withdrawal strategies, potentially costing you more than necessary.
- Retirement income tax knowledge. Confirm the advisor is up to date on Iowa's phased-out taxes and how that impacts your net income.
- Withdrawal sequencing. Ask how they plan distributions to minimize taxes and preserve your savings.
- Income source coordination. Ensure they consider all income types—pensions, Social Security, investments—in their planning.
- Experience with local regulations. Local rules can affect your retirement plan; check how they incorporate these nuances.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Curtis C
Series 63, Series 65
Burlington, IA
J. W. Cole Advisors, Inc.
Curtis Cloke offers extensive expertise in retirement plans for business owners and college savings, supported by 37 years of industry experience and Series 63 and 65 licenses. Operating within J.W. Cole Advisors, a large SEC-registered firm, he provides flexible fee options including flat fees and hourly rates, and utilizes both fundamental and technical analysis alongside digital platforms, distinguishing him from other advisors in Burlington, IA.
Experience: 37 years
Avg account: $255,702
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Jon H
Series 66
Burlington, IA
Edward Jones
Jon Hart's 16 years of experience and Series 66 designation equip him to navigate retirement income strategies effectively, including withdrawal sequencing and estate planning. Operating within Edward Jones, a large firm managing over $1 trillion in assets, he offers access to diverse investment strategies and tax-efficient services, distinguishing him from advisors at smaller firms in Burlington, IA.
Experience: 16 years
Avg account: $246,728
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Ryan B
CFP®, Series 63
Burlington, IA
Clearwealth
Ryan Brueck offers retirement planning expertise in Burlington, IA, with a focus on cash flow, budgeting, and estate guidance, which is crucial for navigating Iowa's retirement income tax changes. His firm, ClearWealth, employs a passive investment approach using index funds and ETFs, and he provides flat-fee financial planning, distinguishing him from advisors with asset-based fees or active management styles.
Experience: 7 years
Avg account: $305,729
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Brian F
Series 63, Series 65
Burlington, IA
Eagle Strategies (NY Life)
Brian Foecke offers 26 years of experience in retirement income strategy and business owner retirement plans, making him well-equipped to navigate Iowa's retirement tax changes. Operating within Eagle Strategies, a large firm affiliated with New York Life, he provides flexible fee options including AUM and hourly rates, and serves a diverse client base including executives and retirees in Burlington, IA.
Experience: 26 years
Avg account: $235,446
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Jodi A
ChFC®, Series 63, Series 65, Series 66
Burlington, IA
Wealth Enhancement Advisory Services, LLC
Jodi Anderson's expertise in retirement plans for business owners and her focus on Baby Boomers make her well-suited to navigate Iowa's retirement income tax changes for clients in Burlington, IA. Working with Wealth Enhancement Advisory Services, LLC, a large SEC-registered firm, she offers flat-fee financial planning and combines passive and active investment strategies, distinguishing her from advisors with different fee structures or smaller firm affiliations.
Experience: 8 years
Avg account: $1,378,035
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