Top financial advisors in Mason City, 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 from multiple sources, you need an advisor who understands how to optimize your cash flow without triggering unexpected taxes. A common mistake is overlooking the timing and sources of withdrawals, which can reduce your income or increase your tax bill.
- Retirement income sequencing. Ask how they plan the order of withdrawals to minimize taxes and maximize your income.
- Tax law familiarity. Confirm they know recent changes in Iowa's retirement income tax rules and how these affect your planning.
- Social Security strategy. Inquire about their approach to timing Social Security benefits to complement your other income streams.
- Investment risk management. Ensure they balance growth and preservation to support your income needs throughout retirement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Todd L
Series 66
Mason City, IA
Concorde Asset Management, LLC
Todd Leet specializes in retirement income strategy and tax-loss harvesting, making him well-suited to help manage income sequencing and tax implications for retirees in Mason City, IA. His firm, Concorde Asset Management, offers both discretionary and non-discretionary investment management with a flat-fee structure and serves a diverse client base, providing individualized asset allocation and model-based portfolio construction.
Experience: 9 years
Avg account: $160,496
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Ann H
Series 63, Series 66
Mason City, IA
Wells Fargo Advisors
Ann Harty in Mason City, IA, brings 16 years of experience and holds Series 63 and 66 credentials, working with Wells Fargo Clearing, a large firm known for retirement plan consulting and IPS-driven investment strategies. She serves high-net-worth clients with a flat-fee structure and offers both discretionary and non-discretionary advisory services, differentiating her through access to diverse financial products including insurance and bank deposit options.
Experience: 16 years
Avg account: $514,335
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Stephanie L
Series 66
Mason City, IA
STIFEL
Stephanie Lyles specializes in general retirement and income planning, making her well-suited to help manage retirement income sequencing and tax considerations in Mason City, IA. Working at Stifel, a large firm with a proprietary investment methodology, she brings five years of experience and a Series 66 designation, serving diverse clients including individuals and institutions.
Experience: 6 years
Avg account: $773,556
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Sara C
CFP®, Series 63, Series 66
Mason City, IA
Edward Jones
Sara Carlsson brings 20 years of experience and CFP® certification to retirement income planning in Mason City, IA, with expertise in estate and general retirement planning. Affiliated with Edward Jones, a large full-service wealth management firm, she offers a comprehensive approach supported by a broad network, charging up to 1.35% annually, which may suit clients seeking established firm resources and personalized guidance.
Experience: 20 years
Avg account: $246,728
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Shane C
Series 63, Series 65
Mason City, IA
Raymond James & Associates
Shane Cooney's 27 years of experience and expertise in general retirement planning and wealth management make him well-equipped to address retirement income sequencing and tax strategies in Mason City, IA. His affiliation with Raymond James & Associates, a large firm offering flat-fee and hourly fee structures, supports diverse client needs including business owners and executives, distinguishing him from other advisors in the area.
Experience: 28 years
Avg account: $788,879
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