Cedar Rapids, IA Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

4

Of 1,962 advisors across 1,066 offices

Location

Cedar Rapids IA

Advisors at this office

4

Advisors at this office

user avatar

William C

Series 66, Series 63

Cedar Rapids, IA

Empower Advisory Group

William Connelly is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at firms including Wells Fargo, Charles Schwab & Co., Inc., and TD Ameritrade. Early in his career, he was involved with the Boy Scouts of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Matthew D

Series 65, Series 63

Cedar Rapids, IA

Empower Advisory Group

Matthew Didier is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Empower Financial Services, Byerly Painting Systems, JC Toland, TransAmerica, First Community Trust, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Jeremy A

Series 66, Series 63

Cedar Rapids, IA

Empower Advisory Group

Jeremy Aldrich is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at firms including Bank of the West and J.P. Morgan Securities. He has been with Empower Advisory Group since 2025. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through its proprietary planning methodologies and provides a large participant base relative to its advisor headcount.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Lori B

Series 63, Series 66

Cedar Rapids, IA

Empower Advisory Group

Lori Bouska is a financial advisor with Empower Advisory Group in Cedar Rapids, IA. She holds Series 63 and Series 66 credentials and has five years of industry experience. Her prior experience includes roles at Edward Jones and Auxiant, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its proprietary financial planning service.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")