Mason & Associates
46yrs
Top advisor by experience in Washington
Financial advisors in Washington, IA
Looking for a financial advisor in Washington, IA? We list 16 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.
16Advisors with offices here
16Median years of experience
0%At fee-only firms
8Firms represented
Largest firms here: Edward Jones (6), Thrivent Investment Management (3), State Farm Investment Management (2).
Nearby: Kalona, Wellman, Richland.
Edward Jones
41yrs
Top 1% by experience at Edward Jones
Ameriprise Financial Services
39yrs
Top 5% by experience in Iowa
Edward Jones
32yrs
Top 4% by experience at Edward Jones
Thrivent Investment Management
28yrs
Top 8% by experience at Thrivent Investment Management
State Farm Investment Management
28yrs
Top 5% by experience at State Farm Investment Management
Commonwealth Financial Network
24yrs
More experience than 70% of advisors in Iowa
World Investment Advisors
16yrs
More experience than 51% of advisors in Iowa
Edward Jones
15yrs
More experience than 65% of advisors at Edward Jones
Cambridge Investment Research Advisors
10yrs
10 years in the industry
Thrivent Investment Management
10yrs
More experience than 51% of advisors at Thrivent Investment Management
Edward Jones
3yrs
3 years in the industry
Edward Jones
3yrs
3 years in the industry
Thrivent Investment Management
3yrs
3 years in the industry
Edward Jones
3yrs
3 years in the industry
State Farm Investment Management
2yrs
2 years in the industry
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.