Top financial advisors in Clinton, 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.
When you're planning your retirement income in Clinton, IA, you need an advisor who understands the recent changes phasing out taxes on retirement income for many retirees. Without this knowledge, you might miss opportunities to optimize your withdrawals and tax strategy.
- Retirement income sequencing. Ask how they plan the order of withdrawals to minimize taxes and maximize income over time.
- Tax law updates. Confirm they stay current on Iowa's retirement tax changes and adjust strategies accordingly.
- Social Security integration. Check how they coordinate Social Security benefits with other income sources to improve your cash flow.
- Long-term planning. Ensure they consider how your retirement income needs may evolve, not just immediate tax impacts.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brad S
Series 66
Clinton, IA
LPL Financial
Brad Stuart's 18 years of experience and Series 66 designation equip him to navigate retirement income sequencing and tax law updates in Clinton, IA. His firm, Ausdal Financial Partners, manages over $2 billion and offers diverse investment strategies, while his flat-fee and negotiable AUM fee structures provide flexible options compared to other advisors in the area.
Experience: 18 years
Avg account: $399,489
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Michael S
Series 65, Series 63
Clinton, IA
Cambridge Investment Research Advisors
Michael Steigerwald specializes in retirement income strategy and annuities, making him well-equipped to navigate Iowa's evolving retirement tax landscape. With 10 years of experience at Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he serves diverse clients including business owners and retirees, providing flexible fee options and comprehensive retirement plan advisory services.
Experience: 11 years
Avg account: $378,281
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Michel S
Series 66
Clinton, IA
Stratos Wealth Partners, Ltd
Michel Stephenitch in Clinton, IA, offers retirement income planning with expertise in wealth management and retirement plans for business owners, supported by Stratos Wealth Partners' large-firm resources. His flat-fee structure for financial planning and access to an open-architecture platform with diversified asset allocation distinguish him from other advisors in the area.
Experience: 1 year
Avg account: $706,728
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Kimberly S
CFP®, Series 63
Camanche, IA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Kimberly Stoll's 38 years of experience and CFP® certification equip her to navigate retirement income sequencing and Social Security optimization effectively, crucial for retirees in Clinton, IA. Affiliated with a large firm offering an open-architecture platform, she provides flat-fee and negotiated advisory services, catering to established professionals and business owners seeking comprehensive wealth management and tax preparation support.
Experience: 38 years
Avg account: $410,135
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Christie A
CFP®, Series 66
Clinton, IA
Edward Jones
Christie Akins specializes in retirement income strategy and business owner considerations, making her well-suited to navigate Iowa's evolving retirement tax landscape. With nine years of experience at Edward Jones, a large firm managing over $1 trillion in assets, she offers CFP®-certified guidance and a program fee up to 1.35% annually, supporting intergenerational families and business exit planning.
Experience: 9 years
Avg account: $246,728
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