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Financial Advisors in Cedar Rapids, Iowa

Our hand-picked list of 8 financial advisors serving Cedar Rapids, Iowa. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Cedar Rapids

Financial professionals in Cedar Rapids should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Iowa securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Iowa, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Cedar Rapids

Baird

200 5th Avenue Southeast, Cedar Rapids, IA, 52401

📞 +1-319-365-••••

Basepoint Wealth

4144 Golf Street Northeast, Cedar Rapids, IA, 52402

📞 +1 319-826-••••

BEACON CAPITAL, LLC

375 COLLINS ROAD NE,, CEDAR RAPIDS, IA 52402

📞 (319) 389-••••

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

4201 42ND STREET NE, CEDAR RAPIDS, IA 52402

📞 (319) 447-••••

Berthel Fisher Companies

4201 42nd Street Northeast, Cedar Rapids, IA, 52402

📞 +1-319-447-••••

BFC PLANNING, INC.

4201 42ND STREET NE, CEDAR RAPIDS, IA 52402

📞 (319) 447-••••

BMF Tax & Accounting, LLC

3720 Queen Ct SW #10, Cedar Rapids, IA, 52404

📞 +1-319-449-4890; +1-319-449-••••

BRIDGEWAY WEALTH MANAGEMENT, LLC

1909 51ST STREET NE, CEDAR RAPIDS, IA 52402

📞 (319) 393-••••

Frequently Asked Questions

Where can I find financial advisors in Cedar Rapids, Iowa?

Cedar Rapids, Iowa has 8 financial advisors listed in our directory. Baird is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Iowa?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Iowa, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Cedar Rapids?

Financial professionals in Cedar Rapids should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Iowa securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Cedar Rapids?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Cedar Rapids-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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