Top financial advisors in Spencer, 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 navigating financial decisions in Spencer, IA, having an advisor who understands the local economic landscape can make a big difference. Without local insight, advisors might miss nuances that affect your investments or retirement plans.
- Local market knowledge. Confirm how familiar they are with Spencer's economic trends and opportunities that could impact your financial goals.
- Experience with regional regulations. Ask how they handle state and local tax rules that might affect your portfolio or retirement income.
- Customized retirement planning. Look for advisors who consider your unique life stage and community resources when crafting your retirement strategy.
- Firm size impact. Understand how working with advisors from larger firms versus smaller ones might influence the level of personalized attention you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jason J
Series 66
Spencer, IA
Thrivent Investment Management
Jason Jacobs offers financial guidance in Spencer, IA, with a focus on business ownership considerations and holds a Series 66 designation. Working at Thrivent Investment Management, a large firm known for dedicated planning services and holistic, goal-based financial planning, he provides comprehensive written recommendations and options for managed-account services, distinguishing him from advisors at smaller firms.
Experience: 4 years
Avg account: $162,801
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Drew H
Series 66
Spencer, IA
OSAIC
Drew Horst offers financial advice in Spencer, IA, with a focus on annuities and experience serving founders, executives, and retirees. Working at OSAIC, a large firm, he provides flat-fee financial planning and consulting services, which may appeal to clients seeking transparent pricing and access to a broad investment process including risk assessments and portfolio optimization.
Experience: 3 years
Avg account: $398,336
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Andrew S
CFP®, Series 63, Series 65
Spencer, IA
Ameriprise
Andrew Spielman offers retirement income strategies tailored for those approaching retirement in Spencer, IA, leveraging 18 years of experience and CFP® certification. Working with Ameriprise, a large firm known for tax-efficient planning and a centralized consulting team, he provides comprehensive services with a 0.15% AUM fee, distinguishing him from advisors at smaller firms with less extensive resources.
Experience: 18 years
Avg account: $471,167
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Joey V
Series 63, Series 65
Spencer, IA
Eagle Strategies (NY Life)
Joey Van Otterloo offers retirement income strategies and plans tailored for business owners, leveraging his decade of experience and local presence in Spencer, IA. Affiliated with Eagle Strategies, a large firm managing over $25 billion in assets, he provides flexible fee options including hourly and subscription plans, distinguishing him from advisors at smaller firms with less extensive resources.
Experience: 10 years
Avg account: $235,446
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Jennifer I
Series 65, Series 66
Spencer, IA
Edward Jones
Jennifer Irvine's local involvement as president of the Spencer Ambassadors and her experience at regional banks equip her to navigate Spencer's economic trends and regulations effectively. Affiliated with Edward Jones, a large firm serving over four million clients, she offers wealth management and tax-loss harvesting services with a program fee up to 1.35% annually, providing access to extensive resources compared to smaller firms.
Experience: 4 years
Avg account: $246,728
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