Cetera Investment Advisers
28yrs
Top advisor by experience in Winterset
Financial advisors in Winterset, IA
Looking for a financial advisor in Winterset, IA? We list 10 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.
10Advisors with offices here
17Median years of experience
0%At fee-only firms
6Firms represented
Largest firms here: Edward Jones (3), LPL Financial (2), Cetera Investment Advisers (2).
Nearby: Van Meter, Cumming, Waukee, Adel, Redfield.
Zega Investments
27yrs
Top 20% by experience in Winterset
LPL Financial
19yrs
More experience than 70% of advisors in Winterset
Cambridge Investment Research Advisors
18yrs
More experience than 60% of advisors in Winterset
LPL Financial
17yrs
More experience than 53% of advisors in Iowa
Osaic Wealth
16yrs
More experience than 52% of advisors in Iowa
Edward Jones
12yrs
More experience than 55% of advisors at Edward Jones
Edward Jones
10yrs
10 years in the industry
Cetera Investment Advisers
4yrs
4 years in the industry
Edward Jones
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.