LPL Financial
39yrs
Top advisor by experience in Marion
Financial advisors in Marion, IA
Looking for a financial advisor in Marion, IA? We list 23 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
23Advisors with offices here
14Median years of experience
9%At fee-only firms
12Firms represented
Largest firms here: Edward Jones (8), LPL Financial (4), State Farm Investment Management (2).
Nearby: Cedar Rapids, Hiawatha, Mount Vernon, Swisher, Atkins, Anamosa, Solon, Coggon.
Osaic Wealth
39yrs
Top 5% by experience in Iowa
Edward Jones
33yrs
Top 4% by experience at Edward Jones
LPL Enterprise
32yrs
Top 11% by experience at LPL Enterprise
LPL Financial
30yrs
Top 15% by experience in Iowa
State Farm Investment Management
23yrs
Top 22% by experience at State Farm Investment Management
Edward Jones
22yrs
Top 17% by experience at Edward Jones
Stewards Advisory Services
19yrs
More experience than 65% of advisors in Marion
Edward Jones
18yrs
More experience than 74% of advisors at Edward Jones
Wells Fargo Advisors
18yrs
More experience than 57% of advisors in Marion
Cambridge Investment Research Advisors
15yrs
More experience than 52% of advisors in Marion
Edward Jones
14yrs
More experience than 63% of advisors at Edward Jones
U.S. Bancorp Advisors
14yrs
14 years in the industry
Edward Jones
14yrs
More experience than 62% of advisors at Edward Jones
LPL Financial
12yrs
12 years in the industry
Lexington Capital
10yrs
10 years in the industry
Edward Jones
6yrs
6 years in the industry
State Farm Investment Management
6yrs
6 years in the industry
Wealthcare Advisory Partners
4yrs
4 years in the industry
Edward Jones
3yrs
3 years in the industry
LPL Financial
2yrs
2 years in the industry
Thrivent Investment Management
2yrs
2 years in the industry
Edward Jones
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Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.