Find a Financial Advisor in Bettendorf, IA

 

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We Only Work With The Best Bettendorf Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Bettendorf, IA


  • Financial Advisor Close to Bettendorf, IA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Bettendorf, IA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bettendorf, IA

We evaluated over 13,000 RIA firms to bring you the best of the best Bettendorf financial advisors.
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How Retirement-Friendly is Bettendorf, IA?

  • Population: 35,919
  • % of Population 62 Years and Over: 20%
  • Average Home Value: $234,700
  • Average Monthly Housing Cost: $1,131
  • Average Household Income: $106,618
  • Iowa Total Tax Burden: 9.26% (13th Highest in U.S.)
  • Iowa Property Tax: 3.39% (14th Highest in U.S.)
  • Iowa Individual Income Tax: 2.53% (18th Highest in U.S.)
  • Iowa Sales and Excise Tax: 3.34% (25th Highest in U.S.)



The Top Financial Advisor Firms in Bettendorf, IA

 

NIKULSKI FINANCIAL, INC.

Website

(563) 344-0118

3289 Utica Ridge Road

Bettendorf, IA 52722

SEC#: 801-109933
Years in Business: 4 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(563) 344-9686

2435 Kimberly Rd
Suite 305 South
Bettendorf, IA 52722

SEC#: 801-69266
Years in Business: 13 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(563) 344-9686

2435 Kimberly Rd
Suite 305 South
Bettendorf, IA 52722

SEC#: 801-69266
Years in Business: 13 years

CUTTER AND COMPANY BROKERAGE, INC.

Website

(563) 445-2303

2550 Middle Road
Suite 300
Bettendorf, IA 52722

SEC#: 801-62329
Years in Business: 18 years

CUTTER AND COMPANY BROKERAGE, INC.

Website

(563) 445-2385

2550 Middle Road
Suite 300
Bettendorf, IA 52722

SEC#: 801-62329
Years in Business: 18 years

AUSDAL FINANCIAL PARTNERS, INC.

Website

(563) 344-9686

2435 Kimberly Rd
Suite 305 South
Bettendorf, IA 52722

SEC#: 801-69266
Years in Business: 13 years

MOTIV8 INVESTMENTS LLC

Website

(309) 387-2688

2535 Tech Drive, Ste 313A

Bettendorf, IA 52722

SEC#: 801-108653
Years in Business: 5 years

ALPHASTAR CAPITAL MANAGEMENT, LLC

Website

(563) 359-8783

3475 Utica Ridge Road

Bettendorf, IA 52722

SEC#: 801-72361
Years in Business: 10 years

 


Bettendorf, IA Financial Advisor FAQs

Yes. It's a good idea to have a financial advisor when available to help with the planning, execution and future projections of your finances.
A financial advisor is a professional that helps you with investing money to try to make the best possible return on your investment over time. So their job is really about understanding different investments themselves but also understanding how those investments work within a portfolio context for a client's personal needs.
Check out reviews of any prospective advisor before hiring them: you could find complaints online about stealing from investors or say an extreme lack of transparency in fee structures, regulatory history, financial claims to production advice. Limit the liability by only using those with stellar reviews as opposed to those who may not even exist as individual people (although LinkedIn does make it easy to research this now).
Make sure to talk with your family and friends about their financial advisor experience, then do a web search for publicly recommended financial advisors in the city and follow up on those leads.