Top advisors in Iowa
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 be considering a financial advisor in Iowa because you want help managing your investments, planning for retirement, or navigating complex financial decisions. A common mistake is choosing an advisor who doesn't understand the local economic environment or your specific financial goals, which can lead to generic advice that doesn't fit your needs.
- Local market knowledge. Ask how they incorporate Iowa's economic trends and industries into your financial plan.
- Experience with life stages. Confirm they have strategies for your current phase, whether saving for college, retirement, or wealth transfer.
- Fee structure clarity. Understand how they charge—flat fees or commissions—and how that affects your investment choices.
- Firm size impact. Large firms may offer more resources, but smaller or independent advisors might provide more personalized attention.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Austin N
Series 63, Series 66
Oskaloosa, IA
Edward Jones
Austin Norris offers expertise in retirement income strategies and business exit planning, making him well-suited for clients seeking financial advisors in Iowa with a focus on business ownership considerations. With 21 years of experience at Edward Jones, a large full-service firm, he provides access to extensive resources and a clear fee structure of up to 1.35% annually, distinguishing him from advisors at smaller firms or with less industry tenure.
Experience: 21 years
Avg account: $246,728
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Blake H
CFP®, Series 66
Waterloo, IA
STIFEL
Blake Hamer is equipped to assist with retirement and income planning in Iowa, leveraging eight years of experience and CFP® certification to address these financial needs. Operating within Stifel, a large firm known for its proprietary capital market assumptions and probabilistic modeling, he offers access to extensive resources and serves a diverse client base, which may provide broader perspectives compared to smaller, independent advisors.
Experience: 8 years
Avg account: $773,556
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Andrew R
Series 63, Series 65
Wauwatosa, WI
Packerland Brokerage Services, Inc.
Andrew Richman offers expertise in retirement income strategy and wealth management, making him well-suited for clients seeking financial advisors in Iowa despite being based in nearby Wisconsin. His flat-fee structure and 28 years of experience with Packerland Brokerage Services, a firm managing over $900 million in assets, provide a blend of seasoned insight and transparent pricing that may differ from local advisors with commission-based fees or smaller firm resources.
Experience: 28 years
Avg account: $277,427
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Michael G
Series 63, Series 65
Des Moines, IA
Avantax Planning Partners, Inc.
Michael Gasperi's 28 years of experience and expertise in retirement income strategy and tax-loss harvesting make him well-suited for clients seeking financial advisors in Iowa. Operating independently with a flat-fee structure, he offers personalized attention through Avantax Planning Partners, which uses a model-based allocation strategy and serves individuals and businesses via CPA referrals, distinguishing him from advisors at larger firms.
Experience: 28 years
Avg account: $692,697
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Nicholas M
Series 66
West Des Moines, IA
Merrill
Nicholas Manna is equipped to assist with financial planning in Iowa through his focus on tax-loss harvesting and active portfolio management, which can be valuable for managing investments and retirement planning. Working at Merrill, a large firm with extensive resources and integration with Bank of America, he serves mid-career professionals and high earners, offering managed strategies with a 1.10% AUM fee, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 0 years
Avg account: $860,085
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