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Designations / CFA charterholders

CFA charterholders in Iowa

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

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62 advisors

Cetera Investment Advisers
40yrs
Ivan P Gruhl
Financial advisor
3390 Asbury Road
Debuque, IA 52002
Top 4% by experience in Iowa
CFA
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UBS Financial Services
32yrs
Robert D. Chleborad
Financial advisor
1075 Jordan Creek Parkway Suite 100
West Des Moines, IA 50266
Top 12% by experience in Iowa
CFAFiduciary
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Basepoint Wealth
26yrs
William Allen Wallace
Financial advisor
4700 N. River Blvd NE
Cedar Rapids, IA 52411
Top 23% by experience at Basepoint Wealth
CFACFP®CPA/PFS
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Water Valley Investment Advisors
26yrs
Kevin Jay Gesink
Financial advisor
952 N. Main Avenue
Sioux Center, IA 51250
Top 12% by experience in Sioux Center
CFA
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Bellwether Financial Advisors
25yrs
Fredrick Arthur Bell
Financial advisor
West Des Moines, IA
More experience than 72% of advisors in Iowa
CFACFP®
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Principal Asset Management
24yrs
Andrew Michael Wrightsman
Financial advisor
711 High Street
Des Moines, IA 50392
More experience than 72% of advisors in Des Moines
CFAFiduciary
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Cambridge Investment Research Advisors
23yrs
James Frederick Wessels
Financial advisor
4140 Grand Ave
Des Moines, IA 50312
More experience than 70% of advisors in Des Moines
CFACPA/PFSFiduciary
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Nations Financial Group
22yrs
Brian Doughney
Financial advisor
3925 Fountains Blvd NE Suite 200
Cedar Rapids, IA 52411
More experience than 68% of advisors in Iowa
CFACFP®Fiduciary
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Commonwealth Financial Network
22yrs
Matthew G Bral
Financial advisor
6701 Westown Parkway Suite 260
West Des Moines, IA 50266
More experience than 67% of advisors in Iowa
CFAFiduciary
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Cambridge Investment Research Advisors
22yrs
Kevin Shane McMahon
Financial advisor
4140 Grand Ave.
Des Moines, IA 50312
More experience than 66% of advisors in Iowa
CFAPlanningInvesting
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Dmkc Advisory Services
21yrs
Kevin Alexander Shires
Financial advisor
3900 Ingersoll Avenue Suite 300
Des Moines, IA 50312
More experience than 63% of advisors in Iowa
CFACFP®ChFC
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Syverson Strege
21yrs
Kevin James McLean
Financial advisor
4125 Westown Parkway Suite 104
West Des Moines, IA 50266
More experience than 71% of advisors at Syverson Strege
CFAPlanningInvesting
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Integrity Alliance
21yrs
Daniel John Hinchey
Financial advisor
4135 NW Urbandale Dr
Urbandale, IA 50322
More experience than 64% of advisors in Urbandale
CFAFiduciary
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Transamerica Financial Advisors
20yrs
Brent Roger Stricklett
Financial advisor
6400 C St SW
Cedar Rapids, IA 52499
More experience than 65% of advisors at Transamerica Financial Advisors
CFAFiduciary
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Pecaut Wealth Management
19yrs
Michael William Gallagher
Financial advisor
401 Douglas St, Suite 415
Sioux City, IA 51101
More experience than 60% of advisors in Iowa
CFAFiduciary
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Passage Global Capital Management
19yrs
Oguz S Ersan
Financial advisor
2550 Middle Road Suite 306
Bettendorf, IA 52722
More experience than 58% of advisors in Iowa
CFAPlanningInvesting
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Principal Asset Management
18yrs
Barbara Wenig
Financial advisor
711 High Street
Des Moines, IA 50392
More experience than 56% of advisors in Iowa
CFAFiduciary
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Cerity Partners
18yrs
Brandon Dominic Grimm
Financial advisor
5058 Grand Ridge Drive
West Des Moines, IA 50265
More experience than 67% of advisors at Cerity Partners
CFAFiduciary
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Principal Securities
18yrs
Adam Zain Justus Shah
Financial advisor
711 High St
Des Moines, IA 50392
More experience than 55% of advisors in Iowa
CFAFiduciary
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Cambridge Investment Research Advisors
18yrs
Jared Robert Sutton
Financial advisor
4140 Grand Ave.
Des Moines, IA 50312
More experience than 55% of advisors in Iowa
CFACFP®Fiduciary
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