Waterloo, IA Financial Advisors and Resources



Financial Advisor Firms in Waterloo, IA


FSB PREMIER WEALTH MANAGEMENT, INC.

Website

(319) 235-6561

131 Tower Park Drive Suite 115

Waterloo, IA 50701

SEC#: 801-111084
Years in Business: 4 years

TUVE INVESTMENT MANAGEMENT, INC.

Website

(319) 235-0075

227 East San Marnan Drive

Waterloo, IA 50702

SEC#: 801-100395
Years in Business: 6 years

CUNA BROKERAGE SERVICES, INC.

Website

(319) 236-5670

1827 Ansborough Ave

Waterloo, IA 50701

SEC#: 801-60099
Years in Business: 20 years

CETERA ADVISORS LLC

Website

(319) 232-6122

816 Tower Park Drive

Waterloo, IA 50701

SEC#: 801-33020
Years in Business: 32 years

CETERA ADVISORS LLC

Website

(319) 232-6122

816 Tower Park Drive

Waterloo, IA 50701

SEC#: 801-33020
Years in Business: 32 years

BERGANKDV WEALTH MANAGEMENT, LLC

Website

(888) 812-3533

100 East Park Avenue

Waterloo, IA 50703

SEC#: 801-67536
Years in Business: 14 years

CETERA ADVISORS LLC

Website

(319) 232-6122

816 Tower Park Drive

Waterloo, IA 50701

SEC#: 801-33020
Years in Business: 32 years

BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC

Website

(319) 233-3297

116 East 4th Street

Waterloo, IA 50703

SEC#: 801-113797
Years in Business: 3 years

BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC

Website

(319) 233-3297

116 East 4th Street

Waterloo, IA 50703

SEC#: 801-113797
Years in Business: 3 years


How Retirement-Friendly is Waterloo, IA?

  • Population: 67,912
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $118,800
  • Average Monthly Housing Cost: $781
  • Average Household Income: $64,514
  • 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.)


Waterloo, IA Financial Advisor FAQs

Financial advisors typically charge a fee as a percentage of the assets managed, as opposed to charging a flat fee. The percentage of the assets managed is based on an annual rate, which can range from 1% – 1.5%.
It depends on how much experience you have with investing and financial matters in general. Advisors are good for people who don't know what they're doing and might be taking big risks without really understanding the consequences, or for people who've been thrown into a situation where they lost it all and need to start all over again.
Your fees would also vary tremendously depending on where you live, how much money you have, the size of your portfolio/funds that need to be managed etc.
An adviser should take the time to assess your current financial situation and risk tolerance before recommending a strategy or products. They should also be able to develop an investment plan that suits your needs and objectives, offer guidance and help you prioritize and control spending.