Linn County, IA Financial Advisors and Resources



Financial Advisor Firms in Linn County, IA


NATIONS FINANCIAL GROUP, INC.

Website

(319) 393-9541

4000 River Ridge Drive Ne

Cedar Rapids, IA 52402

SEC#: 801-57407
Years in Business: 21 years

BASEPOINT WEALTH, LLC

Website

(319) 826-1898

4144 Golf Street Ne

Cedar Rapids, IA 52402

SEC#: 801-111782
Years in Business: 4 years

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(319) 447-5700

4201 42nd Street Ne
Suite 100
Cedar Rapids, IA 52402

SEC#: 801-62277
Years in Business: 18 years

BFC PLANNING, INC.

Website

(319) 447-5700

4201 42nd Street Ne
Suite 100
Cedar Rapids, IA 52402

SEC#: 801-67427
Years in Business: 14 years

WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

Website

(319) 364-3041

221 Third Avenue Se Suite 215

Cedar Rapids, IA 52401

SEC#: 801-68763
Years in Business: 13 years

AEGON ASSET MANAGEMENT US

Website

(319) 355-3598

6300 C Street Sw

Cedar Rapids, IA 52499

SEC#: 801-60667
Years in Business: 19 years

AEGON REAL ASSETS US

Website

(319) 355-3598

6300 C Street Sw

Cedar Rapids, IA 52499

SEC#: 801-110854
Years in Business: 4 years

PRINCIPAL SECURITIES, INC.

Website

(319) 362-2149

200 2nd Ave Se

Cedar Rapids, IA 52401

SEC#: 801-54949
Years in Business: 24 years

ACCEL WEALTH MANAGEMENT LLC

Website

(319) 447-9100

3100 Oakland Road Ne

Cedar Rapids, IA 52406

SEC#: 801-108814
Years in Business: 4 years


How Retirement-Friendly is Linn County, IA?

  • Population: 223,861
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $163,200
  • Average Monthly Housing Cost: $949
  • Average Household Income: $83,373
  • 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.)


Linn County, IA Financial Advisor FAQs

Financial advisors typically work on commission. This means that they earn a percentage of the assets under management, and will generally be paid on an annual basis.
Looking into their past work history, qualifications, experience, what other advisors they're connected with, etc. are all things you should take care of when selecting an advisor.
Absolutely. There are many financial advisors who can help you prepare for retirement, manage your investments, and invest to grow wealth.
Find out how much experience the advisor actually has. Make sure you get an idea not only of the length of time they have worked but also the quality of work they have rendered.