Top financial advisors in Oskaloosa, 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.
You might seek a financial advisor in Oskaloosa, IA when you're navigating complex life changes like planning for retirement or managing unexpected expenses. A common mistake is working with someone who overlooks your local tax rules and economic conditions, which can affect your financial plan's success.
- Local market knowledge. Confirm how familiar they are with Oskaloosa's economic landscape and tax environment to tailor your strategy effectively.
- Experience with life transitions. Ask how they support clients through events like retirement, inheritance, or job changes, ensuring your plan adapts smoothly.
- Clear fee structure. Understand how they charge for their services to avoid surprises and align costs with the value you receive.
- Communication style. Check if their approach matches your preferences for updates and decision-making involvement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jennifer M
CFP®, Series 63, Series 65
Oskaloosa, IA
Raymond James & Associates
Jennifer Main's 27 years of experience and CFP® certification equip her to handle retirement planning and wealth management needs in Oskaloosa, IA, with a strong understanding of local economic conditions. Working at Raymond James & Associates, a large firm offering flat-fee structures and tailored financial plans, she supports diverse clients including business owners and executives, providing both discretionary and non-discretionary advisory services.
Experience: 28 years
Avg account: $788,879
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Kevin H
Series 63, Series 65
Oskaloosa, IA
Primerica Advisors
Kevin Hunt's extensive 29 years of experience and local presence in Oskaloosa, IA, equip him to navigate the area's economic and tax environment effectively, supporting clients through life transitions like retirement and income planning. His affiliation with Primerica Advisors, a large firm offering discretionary asset management with a tiered wrap fee structure, differentiates him by focusing on retail clients and providing ESG and tax-loss harvesting strategies.
Experience: 30 years
Avg account: $228,117
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Josie D
Series 66
Oskaloosa, IA
Ameriprise
Josie Davis specializes in retirement income strategy and Social Security optimization, making her well-suited for clients approaching retirement in Oskaloosa, IA. Working with Ameriprise, a large firm known for its centralized consulting team and tax-efficiency analysis, she offers a 0.15% AUM fee and focuses on clients with significant investable assets, differentiating her from advisors with smaller practices or less specialized retirement services.
Experience: 3 years
Avg account: $471,167
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Brian F
Series 63, Series 66
Oskaloosa, IA
Raymond James Financial
Brian Fitzpatrick offers extensive expertise in retirement and business succession planning, supported by 22 years of experience and Series 63 and 66 licenses. Operating in Oskaloosa through Raymond James Financial, a large firm known for non-discretionary planning and asset-allocation analysis, he provides flat-fee and hourly pricing, catering to diverse clients including business owners and retirees.
Experience: 22 years
Avg account: $700,796
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Amber C
Series 66
Oskaloosa, IA
Edward Jones
Amber Coffey offers expertise in retirement income strategy and general retirement planning, supported by 11 years of experience and a Series 66 designation, making her well-suited for clients in Oskaloosa, IA. Affiliated with Edward Jones, a large full-service wealth management firm, she provides access to diverse advisory programs with a clear fee structure of up to 1.35% annually, distinguishing her from smaller local advisors.
Experience: 11 years
Avg account: $246,728
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