Top financial advisors in Davenport, 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 advisors who understand how to optimize your finances in a tax environment that recently phased out taxes on retirement income for many retirees. A common mistake is overlooking how these tax changes affect your withdrawal strategy, which can reduce your income or increase your tax bill unexpectedly.
- Retirement income planning. Confirm how they adjust strategies to Iowa's recent tax changes on retirement income.
- Withdrawal sequencing. Ask how they prioritize which accounts to draw from to minimize taxes and penalties.
- Social Security timing. Discuss how they help decide when to start benefits to maximize your lifetime income.
- Investment risk management. Ensure they balance growth and preservation to support your retirement goals without undue risk.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Megan O
Series 66
Quad Cities, IA
Robert Baird & Co.
Megan Obenauf offers retirement income planning expertise within Robert Baird & Co., a large firm known for tailored financial planning and diverse investment strategies. With a flat-fee option and experience serving individuals and families through The DDK Group, she provides flexible fee structures and access to both traditional and non-traditional portfolio management, distinguishing her from advisors with more limited service scopes or fee models.
Experience: 1 year
Avg account: $713,008
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Gary G
Series 63, Series 65
Davenport, IA
Transamerica Retirement Advisors, LLC
Gary Garrett specializes in retirement income strategy and general retirement planning, making him well-suited to navigate Iowa's recent tax changes on retirement income. With 27 years of experience at Transamerica Retirement Advisors, a large firm serving over 212,000 clients, he offers managed portfolios and investment education, charging up to 0.45% annually, which may appeal to those seeking seasoned guidance with access to proprietary investment models.
Experience: 27 years
Avg account: $82,021
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David B
Series 66
Davenport, IA
Quad-Cities Investment Group, LLC
David Borcherding offers retirement income planning expertise in Davenport, IA, with 21 years of experience and a Series 66 license. His firm uses a mix of fundamental, technical, and cyclical analysis, including options and derivatives strategies, to manage risk and growth, charging a 1.50% AUM fee, which may differ from other local advisors' approaches and fees.
Experience: 21 years
Avg account: $600,363
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Danielle H
CFP®, Series 66
Davenport, IA
Edward Jones
Danielle Hines specializes in retirement income strategy and wealth management, making her well-suited to navigate Iowa's recent tax changes affecting retirees. With six years of experience at Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive approach including a 1.35% annual program fee and serves a diverse client base including executives and business owners.
Experience: 6 years
Avg account: $246,728
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Bradley J
Series 63, Series 65
Davenport, IA
LPL Financial
Bradley Johannes brings 42 years of experience to retirement income planning in Davenport, IA, supported by his Series 63 and 65 licenses and tenure at LPL Financial since 2012. His firm’s large network and diverse advisory programs, combined with flat and hourly fee options, offer flexible planning and investment management compared to other local advisors.
Experience: 42 years
Avg account: $399,489
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