Top active portfolio management financial advisors in Cedar Falls, IA

Todd Thomas is a financial advisor with Mass Mutual Investors Services in Cedar Falls, IA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Guardian Life Insurance Co and Primerica Advisors for over two decades. Outside of his advisory role, Thomas serves as treasurer for a family foundation and is an assistant high school football coach. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using a structured, client-collaborative approach.

Chandra Ritter is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for eight years before joining Guardian Life and its subsidiary Park Avenue Securities. Ritter is involved with the Cedar Falls Business and Professional Women organization. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning, consulting, and model-based investment solutions tailored to client needs.

Wayne Jacobson is a financial advisor with LPL Financial in Cedar Falls, IA, holding a Series 63 license and over 40 years of industry experience. He has been with LPL Financial since 1992 and also operates Jacobson & Co, which he founded in 1990. Outside of his advisory role, he writes fixed and life insurance business primarily with Transamerica Life and Allianz Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, including third-party asset management and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services infrastructure.

Spencer Johnson is a financial advisor with Fencl Advisory Services, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked with Fencl Advisory Services and ICM Financial Services since 2016 and was previously associated with Dominion Investor Services, Inc. Johnson is also the owner and president of ICM Financial Services, which provides administrative support and insurance services to clients. Fencl Advisory Services offers investment advisory, discretionary portfolio management, and financial planning to individuals, trusts, retirement plans, and businesses. The firm emphasizes a goal-focused, planning-oriented approach with bespoke portfolio construction and ongoing client education based on long-term buy-and-hold strategies and tailored asset allocation.

Shannon Hall is a Series 66-registered financial advisor with Edward Jones in Cedar Falls, Iowa, bringing 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.