M Holdings Securities
43yrs
Top advisor by experience in Waterloo
Financial advisors in Waterloo, IA
Looking for a financial advisor in Waterloo, IA? We list 82 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.
82Advisors with offices here
15Median years of experience
0%At fee-only firms
20Firms represented
Largest firms here: LPL Financial (18), Osaic Wealth (16), FSB Premier Wealth Management (10).
Nearby: Cedar Falls, Denver, Jesup, Reinbeck.
Tuve Investment Management
43yrs
Top 2% by experience in Waterloo
LPL Financial
42yrs
Top 2% by experience in Iowa
LPL Financial
42yrs
Top 3% by experience in Iowa
Stifel, Nicolaus & Company
41yrs
Top 3% by experience in Iowa
Osaic Wealth
39yrs
Top 5% by experience in Iowa
Cetera Investment Advisers
35yrs
Top 8% by experience nationwide
LPL Financial
34yrs
Top 10% by experience in Waterloo
Stifel, Nicolaus & Company
34yrs
Top 10% by experience in Iowa
U.S. Bancorp Advisors
33yrs
Top 5% by experience at U.S. Bancorp Advisors
LPL Financial
32yrs
Top 13% by experience in Waterloo
Osaic Wealth
31yrs
Top 15% by experience in Waterloo
LPL Financial
29yrs
Top 16% by experience in Waterloo
Stifel, Nicolaus & Company
29yrs
Top 17% by experience in Waterloo
Keystone Wealth Management
28yrs
Top 19% by experience in Iowa
Stifel, Nicolaus & Company
28yrs
Top 19% by experience in Iowa
LPL Financial
28yrs
Top 20% by experience in Iowa
Osaic Wealth
28yrs
Top 20% by experience in Iowa
Wells Fargo Advisors
27yrs
Top 21% by experience in Iowa
Benjamin F. Edwards & Company
27yrs
Top 22% by experience in Iowa
Osaic Wealth
26yrs
More experience than 74% of advisors in Waterloo
State Farm Investment Management
25yrs
Top 18% by experience at State Farm Investment Management
Benjamin F. Edwards & Company
24yrs
More experience than 72% of advisors in Waterloo
Nations Financial Group
24yrs
More experience than 71% of advisors in Waterloo
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.