| Paradigm Wealth Partners |
515 E Locust St, Des Moines, IA 50309 |
|
51550xxxx5 |
inf*@p*********.co |
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| Principal Global Investors LLC |
711 High St, Des Moines, IA 50392 |
|
80053xxxx0 |
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3.02 |
2 |
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| Balance Investment Services |
12035 University Ave Suite 101, 1st Floor, Clive, IA 50325 |
|
51551xxxx0 |
che*@b********.com |
5 |
2 |
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| Baird Private Wealth Management |
4500 Westown Pkwy Ste 201, West Des Moines, IA 50266 |
|
88859xxxx9 |
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5 |
1 |
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| Franke Miller Group - Ameriprise Financial Services, LLC |
2600 Westown Pkwy Ste 210, West Des Moines, IA 50266 |
|
51530xxxx3 |
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3 |
2 |
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| Geoff Lamb - RBC Wealth Management Financial Advisor |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx9 |
wms**********@r**.com |
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14788 |
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16000 |
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| Actis Wealth Management |
1050 SE Olson Dr Suite I, Waukee, IA 50263 |
|
51544xxxx4 |
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1 |
1 |
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| BH - Des Moines |
400 Locust St Ste 790, Des Moines, IA 50309 |
|
51524xxxx2 |
doe*****@l*****.com |
3.6 |
571 |
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5145 |
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5300 |
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| Des Moines Investments |
2 E Army Post Rd, Des Moines, IA 50315 |
|
51577xxxx9 |
dsm@i********.com |
5.01 |
1 |
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| Roxane Simon - RBC Wealth Management Financial Advisor |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx5 |
wms**********@r**.com |
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14788 |
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16000 |
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| Abrahamson Investment Group of Raymond James |
1601 W Lakes Pkwy Ste 210, West Des Moines, IA 50266 |
|
51522xxxx2 |
aar************@r***********.com |
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17485 |
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18000 |
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| Public Financial Management |
801 Grand Ave, Des Moines, IA 50309 |
|
51524xxxx0 |
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| Jake Gaskell - RBC Wealth Management Financial Advisor |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx7 |
jak*********@r**.com |
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| Five Talents Advisory |
1441 29th St Ste 310, West Des Moines, IA 50266 |
|
51522xxxx3 |
don********@l**.com |
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| Bellwether Financial Advisors |
1001 Office Park Rd UNIT 301, West Des Moines, IA 50265 |
|
51545xxxx9 |
inf*@b*********.com |
5 |
2 |
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| Private Wealth Management | U.S. Bank |
520 Walnut St, Des Moines, IA 50309 |
|
80073xxxx3 |
aar************@u*****.com |
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345598 |
5933 |
348000 |
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| McGill Junge Wealth Management |
12289 Stratford Dr, Clive, IA 50325 |
|
51577xxxx5 |
bla*********@n*.com |
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432 |
4 |
516 |
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| PrairieFire Wealth Planning |
2580 Fleur Dr, Des Moines, IA 50321 |
|
51533xxxx0 |
inf*@p**********.com |
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45 |
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59 |
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| Value Wealth Management LLC |
6150 Village View Dr #101, West Des Moines, IA 50266 |
|
51524xxxx1 |
don*********@v********************.com |
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| Parkstone Wealth Advisors - Ameriprise Financial Services, LLC |
1045 76th St #2000, West Des Moines, IA 50266 |
|
51545xxxx4 |
dns*****@a***.com |
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| Mandala Financial Advisors - Des Moines |
2900 Virginia Pl, Des Moines, IA 50321 |
|
31289xxxx1 |
joh*********@m******.financial |
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42 |
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| Iowa Wealth Management |
1301 Grand Ave, West Des Moines, IA 50265 |
|
87742xxxx4 |
jon@i*********.com |
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| Alpha Wealth Consulting Group - UBS Financial Services Inc. |
1075 Jordan Creek Pkwy Suite 100, West Des Moines, IA 50266 |
|
51523xxxx4 |
ade*********@u**.com |
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| Raymond James |
13137 University Ave ste 200, Clive, IA 50325 |
|
51522xxxx0 |
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| Randy M Herr - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1080 Jordan Creek Pkwy Suite 140n, West Des Moines, IA 50266 |
|
51520xxxx0 |
asc******@a***.com |
5 |
2 |
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435 |
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| John Metz - RBC Wealth Management Financial Advisor |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx1 |
wms**********@r**.com |
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14788 |
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16000 |
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| Integrity Wealth Management |
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|
51363xxxx0 |
bcb@s*******************.com |
5 |
1 |
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| Desla Wealth Management, LLC. |
1080 Jordan Creek Pkwy #202c, West Des Moines, IA 50266 |
|
51545xxxx1 |
dea*@d**********.com |
5 |
1 |
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| IEA Wealth Management |
500 SW 7th St, Des Moines, IA 50309 |
|
31939xxxx7 |
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| Taber Asset Management |
2913 Virginia Pl, Des Moines, IA 50321 |
|
51555xxxx0 |
ale*@t*********.com |
5 |
1 |
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68 |
2 |
70 |
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| Gremler Wealth Management |
4140 Grand Ave, Des Moines, IA 50312 |
|
15152xxxxx4 |
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| Boelman Shaw Tax & Financial Planning |
1031 Office Park Rd #4, West Des Moines, IA 50265 |
|
51522xxxx5 |
ale******@b**********.com |
3.9 |
24 |
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348 |
23 |
339 |
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| Greg Lewis - RBC Wealth Management Financial Advisor |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx8 |
wms**********@r**.com |
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|
14788 |
|
16000 |
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| Rachel M Wilson - Associate Financial Advisor, Ameriprise Financial Services, LLC |
1045 76th St #2000, West Des Moines, IA 50266 |
|
51545xxxx4 |
bar************@a***.com |
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| Performance Financial, LLC |
2907 Merle Hay Rd, Des Moines, IA 50310 |
|
51594xxxx3 |
dva*****@p**********************.com |
4.7 |
53 |
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| Gremler Wealth Management |
405 Railroad Pl, West Des Moines, IA 50265 |
|
51564xxxx0 |
aar**@g************.com |
5 |
30 |
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| The Wealth Consulting Group |
3106 Ingersoll Ave, Des Moines, IA 50312 |
|
51527xxxx2 |
amb**@w*******.com |
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279 |
3 |
282 |
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5 |
21 |
| Bral Niedert Private Wealth Advisors |
6701 Westown Pkwy Suite 260, West Des Moines, IA 50266 |
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|
bof**********@b**********.com |
5 |
1 |
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| Chartered Financial Services, Ltd. |
936 8th St, West Des Moines, IA 50265 |
|
51522xxxx6 |
cha******@c**********.com |
5 |
1 |
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| Northwest Wealth Management |
5700 University Avenue, Suite #100, West Des Moines, IA 50266 |
|
51522xxxx7 |
dsa*****@n*.bank |
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| Merrill Lynch Financial Advisor Tony Ranallo |
7545 Ashworth Rd Suite 100, West Des Moines, IA 50266 |
|
51524xxxx5 |
bro*********@m*.com |
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| Rk Wealth Management, Llc |
1200 Valley West Dr Ste 403, West Des Moines, IA 50266 |
|
51534xxxx9 |
ckr****@a********.com |
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| Iron Point Retirement Solutions |
812 Ashworth Rd, West Des Moines, IA 50265 |
|
51578xxxx5 |
Inf*@I******************.com |
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| First Heartland Financial Group |
1350 NW 138th St #300, Clive, IA 50325 |
|
51527xxxx0 |
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5 |
2 |
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| Vision Financial Services LLC |
1776 22nd St, West Des Moines, IA 50266 |
|
51544xxxx3 |
inf*@y*************.com |
4.3 |
6 |
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| Five Talents Financial Management Group, LLC |
1441 29th St Ste 310, West Des Moines, IA 50266 |
|
51522xxxx7 |
578*****@m************.com |
4 |
1 |
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| Quantum Asset Management |
417 5th St, West Des Moines, IA 50265 |
|
51544xxxx1 |
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5 |
2 |
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| Insight Wealth Group |
6600 Westown Pkwy Suite 190, West Des Moines, IA 50266 |
|
51527xxxx3 |
acc*******@i*****************.com |
4.4 |
14 |
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366 |
3 |
366 |
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| Premier Payee |
100 E Euclid Ave #137, Des Moines, IA 50313 |
|
51527xxxx7 |
amy@p***********.org |
2.9 |
22 |
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| Silvercap Wealth Management |
160 S 68th St Suite 1204, West Des Moines, IA 50266 |
|
51522xxxx1 |
bre**@s**************.com |
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| Bastion Capital Group Inc |
1515 Linden St STE 100, Des Moines, IA 50309 |
|
51524xxxx6 |
c18*****************************@s*****.wixpress |
3 |
4 |
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| Financial Partners Group |
7601 Office Plaza Dr N #126, West Des Moines, IA 50266 |
|
51522xxxx0 |
bob********@f*********************.net |
5 |
13 |
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| Edward Jones - Financial Advisor: Karl P Ritland, CFP®|AAMS™ |
4400 E University Ave, Ste 100, Pleasant Hill, IA 50327 |
|
51526xxxx8 |
a.j*********@e**********.com |
5 |
2 |
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149 |
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| Two Oaks Wealth |
214 5th St, West Des Moines, IA 50265 |
|
51525xxxx0 |
dan@t************.com |
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| Benson Wealth Management - Northwestern Mutual |
1810 SW Plaza Shops Ln STE G, Ankeny, IA 50023 |
|
51524xxxx0 |
ama*********@n*.com |
3 |
4 |
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|
875 |
21 |
931 |
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| Basepoint Wealth |
4515 Fleur Dr Ste 301, Des Moines, IA 50321 |
|
51589xxxx5 |
aar**********@b**************.com |
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| Michael Greth - RBC Wealth Management Financial Advisor |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx6 |
wms**********@r**.com |
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14788 |
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16000 |
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| Edward Jones - Financial Advisor: Jim Talley, CFP®|AAMS™ |
2703 Beaver Ave, Des Moines, IA 50310 |
|
51527xxxx9 |
a.j*********@e**********.com |
5 |
1 |
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89469 |
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103000 |
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| U.S. Bancorp Investments - Financial Advisors: William Thomas |
3501 NW 86th St, Urbandale, IA 50322 |
|
51533xxxx6 |
aar************@u*****.com |
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345318 |
5429 |
348000 |
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| Axion Financial Group |
4140 Grand Ave, Des Moines, IA 50312 |
|
31247xxxx1 |
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| Northwestern Mutual |
4601 Westown Pkwy #342, West Des Moines, IA 50266 |
|
51532xxxx8 |
ama*********@n*.com |
3.7 |
3 |
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| Kane Company Wealth Management PC |
8831 Thomas Ave Suite 200, Johnston, IA 50131 |
|
51527xxxx7 |
chr******@k************.com |
5 |
1 |
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32 |
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| Avantax Planning Partners |
100 Court Ave suite 209, Des Moines, IA 50309 |
|
51566xxxx9 |
adv***************@a******.com |
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7276 |
227 |
7400 |
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| Calibrate Wealth |
666 Walnut St #2302, Des Moines, IA 50309 |
|
51537xxxx6 |
con****@c**********.com |
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| Peterson Financial Group |
220 SW 9th St Suite 230, Des Moines, IA 50309 |
|
51522xxxx0 |
bet****@p*********.com |
5 |
2 |
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292 |
19 |
315 |
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| Edward Jones - Financial Advisor: Kevin L Pearson |
4227 Fleur Dr, Des Moines, IA 50321 |
|
51528xxxx8 |
a.j*********@e**********.com |
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89469 |
|
103000 |
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| Boyle Capital - Des Moines Financial Advisor |
1230 Office Plaza Dr, West Des Moines, IA 50266 |
|
87732xxxx0 |
b.b****@b***********.com |
5 |
3 |
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| Private Asset Advisory Group LLC |
5550 Wild Rose Ln Suite # 400, West Des Moines, IA 50266 |
|
51566xxxx7 |
mic******@p*******************.com |
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| Northwest Wealth Management |
1005 SW Oralabor Road, Ankeny, IA 50023 |
|
51596xxxx0 |
dan******@n*.bank |
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| Principal Financial Group |
711 High St, Des Moines, IA 50392 |
|
80098xxxx3 |
a.m**@p********.com |
3.7 |
168 |
|
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|
68214 |
282 |
70000 |
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| Rob Marshall - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1080 Jordan Creek Pkwy Suite 140n, West Des Moines, IA 50266 |
|
51520xxxx0 |
asc******@a***.com |
5 |
1 |
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435 |
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| Capital Financial Planning |
545 5th St, West Des Moines, IA 50265 |
|
51572xxxx2 |
inf*@s************.com |
5 |
3 |
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| Stachon Wealth Management Group - UBS Financial Services Inc. |
5465 Mills Civic Pkwy Suite 301, West Des Moines, IA 50266 |
|
51544xxxx8 |
abc*******@u**.com |
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| Winonah B Doty-Mc Cluskey - Financial Advisor, Ameriprise Financial Services, LLC |
1200 Valley W Dr Ste 608, West Des Moines, IA 50266 |
|
51522xxxx0 |
amy********@a***.com |
|
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279 |
|
301 |
|
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| Brad Holland - Financial Advisor, Ameriprise Financial Services, LLC |
1080 Jordan Creek Pkwy Suite 140n, West Des Moines, IA 50266 |
|
51569xxxx1 |
asc******@a***.com |
5 |
1 |
|
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|
435 |
|
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| Wells Fargo Advisors |
600 ARMY POST RD, DES MOINES, IA 50315 |
|
51523xxxx2 |
a-w***************@w*****************.com |
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|
188260 |
|
189000 |
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| Andrew Mark Pick - Financial Advisor, Ameriprise Financial Services, LLC |
2600 Westown Pkwy Ste 210, West Des Moines, IA 50266 |
|
51545xxxx0 |
and********@a***.com |
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| Timothy Woods - RBC Wealth Management Branch Director |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx0 |
wms**********@r**.com |
|
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|
14788 |
|
16000 |
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| Jared Clauss, CRPS - UBS Financial Services Inc. |
1075 Jordan Creek Pkwy Suite 100, West Des Moines, IA 50266 |
|
51523xxxx2 |
abc*******@u**.com |
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| Edward Jones - Financial Advisor: Jan Pautvein, CFP®|ChFC®|CLU® |
160 S 68th St Suite 1212, West Des Moines, IA 50266 |
|
51522xxxx1 |
a.j*********@e**********.com |
5 |
2 |
|
|
|
|
89469 |
|
103000 |
|
|
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| Edward Jones - Financial Advisor: Jeff Lohmeier, AAMS™|CRPC™ |
6207 SE 14th Street, Des Moines, IA 50320 |
|
51528xxxx8 |
a.j*********@e**********.com |
5 |
1 |
|
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|
|
125 |
13 |
126 |
|
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| Integrity Wealth Management |
550 SE Red Fern Dr, Waukee, IA 50263 |
|
51532xxxx7 |
hel**@i****************.com |
5 |
15 |
|
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|
| Midwest Financial Consultants |
1903 46th St, Des Moines, IA 50310 |
|
51528xxxx0 |
ale*@m************.com |
5 |
9 |
|
|
|
|
586 |
|
586 |
|
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|
| Duesenberg Davis Wealth Management - UBS Financial Services Inc. |
1075 Jordan Creek Pkwy Suite 100, West Des Moines, IA 50266 |
|
51523xxxx8 |
abc*******@u**.com |
|
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|
| Capitol View Group - Morgan Stanley |
1080 Jordan Creek Pkwy Ste 400N, West Des Moines, IA 50266 |
|
51528xxxx8 |
acc**********@m************.com |
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| Triangle Financial Services Inc |
2600 Westown Pkwy Ste. 102, West Des Moines, IA 50266 |
|
51528xxxx2 |
adm**@t************.com |
5 |
4 |
|
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| John L Fisher - RBC Wealth Management Financial Advisor |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx5 |
wms**********@r**.com |
|
|
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|
14788 |
|
16000 |
|
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|
| Edward Jones - Financial Advisor: Brooke A Radi |
2600 Grand Ave Suite 212, Des Moines, IA 50312 |
|
51524xxxx2 |
a.j*********@e**********.com |
|
|
|
|
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|
87502 |
|
100000 |
|
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|
| Mike Rooney - RBC Wealth Management Branch Director |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx1 |
wms**********@r**.com |
|
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|
14788 |
|
16000 |
|
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|
| Edelman Financial Engines |
4201 Westown Pkwy Suite 114, West Des Moines, IA 50266 |
|
83375xxxx3 |
aar**@e**********************.com |
5 |
4 |
|
|
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|
18823 |
23 |
20000 |
|
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|
| Foster Group, Inc. |
6601 Westown Pkwy #100, West Des Moines, IA 50266 |
|
51522xxxx0 |
ale**@f********.com |
5 |
8 |
|
|
|
|
1083 |
59 |
1100 |
|
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|
| U.S. Bancorp Investments - Financial Advisors: Marla Cox |
520 Walnut St, Des Moines, IA 50309 |
|
51524xxxx9 |
aar************@u*****.com |
|
|
|
|
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|
345318 |
5429 |
348000 |
|
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|
| AO Wealth Advisory |
2570 106th St A, Urbandale, IA 50322 |
|
51522xxxx9 |
ane*****@a***************.com |
5 |
3 |
|
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|
| Accel Wealth Management - West Des Moines |
1045 76th St Suite 2050, West Des Moines, IA 50266 |
|
51522xxxx0 |
|
5 |
2 |
|
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|
| Wealth Advisors of Iowa, LLC |
1601 W Lakes Pkwy Ste 200, West Des Moines, IA 50266 |
|
51520xxxx2 |
bth******@w*****.com |
5 |
2 |
|
|
|
|
203 |
|
203 |
|
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|
|
| Ryan Gilbert - Financial Advisor, Ameriprise Financial Services, LLC |
1200 Valley W Dr Ste 608, West Des Moines, IA 50266 |
|
51522xxxx0 |
amy********@a***.com |
|
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|
65 |
|
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|
| D. M. Kelly & Company |
3900 Ingersoll Ave UNIT 300, Des Moines, IA 50312 |
|
51522xxxx3 |
cmc*****@d***.com |
|
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|
| Golden Capital Management |
1200 Valley W Dr STE 105, West Des Moines, IA 50266 |
|
51522xxxx5 |
inf*@g**************.com |
|
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|
|
| Cracking Cryptocurrency |
666 Grand Ave # 2000, Des Moines, IA 50309 |
|
51580xxxx6 |
ale******@c*********************.com |
4.8 |
23 |
|
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|
|
| Dale R Whiting & Associates |
3959, 666 Walnut St Suite 1500, Des Moines, IA 50309 |
|
51528xxxx0 |
adm**@d***********.com |
4 |
1 |
|
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|
| Valiant Wealth, LLC |
3408 Woodland Ave STE 204, West Des Moines, IA 50266 |
|
51522xxxx8 |
hel**@v************.com |
1 |
1 |
|
|
|
|
8697 |
|
8700 |
|
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|
|
| Benson Wealth Management |
1810 SW Plaza Shops Ln STE G, Ankeny, IA 50023 |
|
51524xxxx0 |
bry***********@n*.com |
4.7 |
31 |
|
|
|
|
875 |
21 |
931 |
|
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|
| Vision Financial Group |
4140 Grand Ave, Des Moines, IA 50312 |
|
51545xxxx2 |
c.v*********@v*******.com |
4.7 |
3 |
|
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|
|
| Northwestern Mutual |
1245 Jordan Creek Pkwy UNIT 200, West Des Moines, IA 50266 |
|
51569xxxx0 |
adm*******@c*****.com |
2.3 |
3 |
|
|
|
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|
|
| U.S. Bank - Private Wealth Advisor: Jeremiah Boeckermann |
520 Walnut St, Des Moines, IA 50309 |
|
51524xxxx3 |
ale************@u*****.com |
|
|
|
|
|
|
345609 |
5934 |
348000 |
|
|
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|
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|
|
| Edward Jones Investments |
3520 Ingersoll Ave, Des Moines, IA 50312 |
|
|
a.j*********@e**********.com |
|
|
|
|
|
|
87502 |
|
100000 |
|
|
|
|
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|
|
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|
|
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|
|
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|
|
|
|
| Franklin Rowan Group - Morgan Stanley |
1080 Jordan Creek Pkwy Ste 400N, West Des Moines, IA 50266 |
|
51528xxxx5 |
acc**********@m************.com |
|
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|
|
| Matthew McCulla - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2600 Westown Pkwy Ste 210, West Des Moines, IA 50266 |
|
80044xxxx3 |
amy**********@a***.com |
|
|
|
|
|
|
|
|
338 |
|
|
|
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|
|
|
| Wealth Enhancement Group |
1055 Jordan Creek Pkwy UNIT 224, West Des Moines, IA 50266 |
|
51522xxxx0 |
aba****@w****************.com |
5 |
1 |
|
|
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|
|
| Mark Atkinson - RBC Wealth Management Financial Advisor |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx1 |
|
|
|
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| Wealth Partners - Ameriprise Financial Services, LLC |
5550 Wild Rose Ln #400, West Des Moines, IA 50266 |
|
51522xxxx7 |
and***********@a***.com |
|
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400 |
|
441 |
|
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| Syverson Strege |
4125 Westown Pkwy #104, West Des Moines, IA 50266 |
|
51522xxxx0 |
bda*****@o*************.com |
|
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311 |
38 |
360 |
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| Expedition Wealth Management |
1200 Valley W Dr #502, West Des Moines, IA 50266 |
|
51577xxxx1 |
all****@e***********.com |
5 |
13 |
|
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356 |
6 |
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| Quest Wealth Management - Ameriprise Financial Services, LLC |
1200 Valley W Dr Ste 608, West Des Moines, IA 50266 |
|
51522xxxx0 |
amy********@a***.com |
|
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279 |
|
301 |
|
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| Compass Financial Services |
4801 Westown Pkwy, West Des Moines, IA 50266 |
|
51532xxxx0 |
ala**********@c**********.com |
|
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1060 |
227 |
1000 |
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| Hefner Financial, Inc. |
1415 28th St # 335, West Des Moines, IA 50266 |
|
51532xxxx0 |
aow**@h**************.com |
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| The 801 Group - Morgan Stanley |
1080 Jordan Creek Pkwy Ste 400N, West Des Moines, IA 50266 |
|
51528xxxx1 |
acc**********@m************.com |
5 |
1 |
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| Harvest Point® Wealth Management |
4201 Westown Pkwy #330, West Des Moines, IA 50266 |
|
51595xxxx1 |
ang***@h*************.com |
5 |
10 |
|
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47 |
|
58 |
|
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| Wellman Capital Management, Inc |
1200 Valley W Dr # 401, West Des Moines, IA 50266 |
|
51572xxxx4 |
tim********@w*************.com |
5 |
1 |
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| Trevor Shaner - UBS Financial Services Inc. |
1075 Jordan Creek Pkwy Suite 100, West Des Moines, IA 50266 |
|
51523xxxx4 |
abc*******@u**.com |
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| PEAK Capital - Ameriprise Financial Services, LLC |
210 Court Ave Ste 200, Des Moines, IA 50309 |
|
51552xxxx5 |
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| Morgan Stanley Financial Advisors |
1080 Jordan Creek Pkwy Ste 400N, West Des Moines, IA 50266 |
|
51528xxxx5 |
aal*******@m************.com |
2.7 |
3 |
|
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|
113319 |
3092 |
131000 |
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| Kurt R Bogseth |
1245 Jordan Creek Pkwy UNIT 200, West Des Moines, IA 50266 |
|
51569xxxx2 |
|
5 |
1 |
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| Mercer Advisors Wealth Management |
2600 Westown Pkwy #346, West Des Moines, IA 50266 |
|
51542xxxx0 |
aar********@m*************.com |
|
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2836 |
28 |
2900 |
|
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| First Interstate Wealth Management - Jasmina Kadic |
10101 University Ave, Clive, IA 50325 |
|
51544xxxx4 |
aar**@f******************.com |
|
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9626 |
765 |
10000 |
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| Longenecker Financial Services |
6000 Grand Ave suite v, Des Moines, IA 50312 |
|
51530xxxx1 |
|
5 |
1 |
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| Carson Wealth |
1080 Jordan Creek Pkwy Suite 300 North, West Des Moines, IA 50266 |
|
51541xxxx0 |
abr****@c***********.com |
|
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2047 |
53 |
2300 |
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| UBS Financial Services Inc. |
1075 Jordan Creek Pkwy Suite 100, West Des Moines, IA 50266 |
|
51522xxxx5 |
ale*******@u**.com |
5 |
1 |
|
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| Focus Financial - Jay Ennis, RICP |
431 28th St Ste 102, Des Moines, IA 50312 |
|
51527xxxx7 |
jen***@f*************.com |
4 |
1 |
|
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| Lewis Wealth Management Group |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx8 |
rbc*********@r**.com |
|
|
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|
14788 |
|
16000 |
|
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|
| Vivid Tax & Wealth Advisors |
2600 Westown Pkwy #150, West Des Moines, IA 50266 |
|
51548xxxx3 |
inf*@r**********.com |
4.9 |
24 |
|
|
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|
530 |
22 |
623 |
|
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|
| Diversified Financial Group |
3737 Woodland Ave # 500, West Des Moines, IA 50266 |
|
51545xxxx0 |
ans****@d*****.com |
|
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| RSM US LLP |
400 Locust St #640, Des Moines, IA 50309 |
|
51555xxxx0 |
a.j*****@r****.com |
1 |
1 |
|
|
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|
15557 |
|
15000 |
|
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| Principal Global Investors |
801 Grand Ave, Des Moines, IA 50309 |
|
80053xxxx0 |
cli**********@m*****.com |
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|
| Thomas Zambrano - UBS Financial Services Inc. |
1075 Jordan Creek Pkwy Suite 100, West Des Moines, IA 50266 |
|
51544xxxx0 |
alb************@u**.com |
|
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|
| Wells Fargo Advisors |
418 6th Ave, Des Moines, IA 50309 |
|
51528xxxx0 |
a-p*************@w*****************.com |
1 |
1 |
|
|
|
|
188260 |
|
189000 |
|
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|
| One Wealth |
6600 Westown Pkwy, West Des Moines, IA 50266 |
|
51522xxxx4 |
c18*****************************@s*****.wixpress |
|
|
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|
|
427 |
|
424 |
|
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|
| Bryan Davis - UBS Financial Services Inc. |
1075 Jordan Creek Pkwy Suite 100, West Des Moines, IA 50266 |
|
51524xxxx0 |
abc*******@u**.com |
|
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|
| Wells Fargo Advisors |
6400 Westown Pkwy Suite 115, West Des Moines, IA 50266 |
|
51525xxxx0 |
a.b@w*****************.com |
3.4 |
5 |
|
|
|
|
188260 |
|
189000 |
|
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|
| Edward Jones - Financial Advisor: Tammie L Schroeder, CFP®|AAMS™ |
2600 Grand Ave Suite 212, Des Moines, IA 50312 |
|
51524xxxx2 |
a.j*********@e**********.com |
5 |
2 |
|
|
|
|
89469 |
|
103000 |
|
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|
| Iowa Finance Authority |
1963 Bell Ave Suite 200, Des Moines, IA 50315 |
|
51545xxxx0 |
aar********@i**********.com |
3.9 |
33 |
|
|
|
|
7599 |
194 |
7500 |
|
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|
| Chad G. Lewis - RBC Wealth Management Financial Advisor |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx8 |
wms**********@r**.com |
|
|
|
|
|
|
14788 |
|
16000 |
|
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|
| BTC Capital Management |
Ruan Center, 453 7th St, Des Moines, IA 50309 |
|
51524xxxx8 |
aar**@b*************.com |
5 |
2 |
|
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|
| U.S. Bancorp Investments - Financial Advisors: West Des Moines |
225 50th St, West Des Moines, IA 50265 |
|
51522xxxx3 |
aar************@u*****.com |
|
|
|
|
|
|
345608 |
5934 |
348000 |
|
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|
| Creative Planning |
12100 Meredith Dr Suite #200, Urbandale, IA 50323 |
|
51572xxxx0 |
a.j******@c***************.com |
4.8 |
68 |
|
|
|
|
6549 |
133 |
7600 |
|
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|
|
| Summit Equity Group |
801 Grand Ave #3560, Des Moines, IA 50309 |
|
51524xxxx9 |
dba****@s***********.com |
|
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|
47 |
62 |
51 |
|
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|
| Capital Resource Management |
3737 Woodland Ave # 500, West Des Moines, IA 50266 |
|
51545xxxx0 |
bta****@c****.com |
5 |
24 |
|
|
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|
| Charter Accounting, PLC |
4515 Fleur Dr Ste 301, Des Moines, IA 50321 |
|
51525xxxx6 |
|
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|
| ryan klyn |
3209 Ingersoll Ave, Des Moines, IA 50312 |
|
51577xxxx2 |
rkl**@b*********.com |
|
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|
| Allstate Personal Financial Representative: Michael Dolphin |
5601 Fleur Dr, Des Moines, Ia 50321 |
|
51527xxxx1 |
a****00@a*******.com |
|
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|
| Fisher Wealth Management Group |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx5 |
|
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|
|
| David G Barzen - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2716 Grand Ave, Des Moines, IA 50312 |
|
51527xxxx3 |
bri***********@a***.com |
|
|
|
|
|
|
|
|
177 |
|
|
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|
|
|
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|
|
| Beh Company |
2912 Grand Ave, Des Moines, IA 50312 |
|
51528xxxx4 |
*nn*@b*********.com |
|
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|
| U.S. Bank - Wealth Management Banker: Mary Ann Woods |
2401 University Ave, Des Moines, IA 50311 |
|
51524xxxx5 |
aar************@u*****.com |
|
|
|
|
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|
345608 |
5934 |
348000 |
|
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|
|
| Gilbert & Cook, Inc. |
5058 Grand Ridge Dr, West Des Moines, IA 50265 |
|
51527xxxx4 |
ary*****@g**********.com |
5 |
2 |
|
|
|
|
317 |
|
345 |
|
|
|
|
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|
|
| Mark Mazzie - RBC Wealth Management Financial Advisor |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx6 |
wms**********@r**.com |
|
|
|
|
|
|
14788 |
|
16000 |
|
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|
| West Financial Advisors |
111 E Grand Ave UNIT 412, Des Moines, IA 50309 |
|
51528xxxx1 |
605*****************************@s**********.wixpress |
5 |
1 |
|
|
|
|
|
|
131 |
|
|
|
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|
|
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|
|
| Integrity Wealth Management |
6950 Stagecoach Dr Ste 1105, West Des Moines, IA 50266 |
|
51525xxxx9 |
|
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|
| Barzen & Associates Wealth Advisors on Grand - Ameriprise Financial Services, LLC |
2716 Grand Ave, Des Moines, IA 50312 |
|
51527xxxx3 |
bri***********@a***.com |
|
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|
| RBC Wealth Management Branch - Des Moines |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
|
51522xxxx0 |
wms**********@r**.com |
3 |
2 |
|
|
|
|
14788 |
|
16000 |
|
|
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|
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|
|
| Ryan "Woody" Klyn Financial |
3209 Ingersoll Ave UNIT 210, Des Moines, IA 50312 |
|
51577xxxx2 |
rkl**@b*********.com |
5 |
3 |
|
|
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|
|
| U.S. Bank - Private Wealth Advisor: David Pargulski |
520 Walnut St, Des Moines, IA 50309 |
|
51524xxxx5 |
aar************@u*****.com |
|
|
|
|
|
|
345318 |
5429 |
348000 |
|
|
|
|
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|
|
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|
|
|
|
|
|
|
|
|
| Harvest Point Wealth Management |
4201 Westown Pkwy Ste 330, West Des Moines, IA 50266 |
|
51595xxxx1 |
ang***@h*************.com |
5 |
9 |
|
|
|
|
47 |
|
58 |
|
|
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|
|
| Plains Group, LLC |
1415 28th St Suite 175, West Des Moines, IA 50266 |
|
51544xxxx9 |
der**@p**************.com |
|
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|
|
| Movement Wealth Partners |
2457 106th St, Urbandale, IA 50322 |
|
51564xxxx1 |
sco**@m*************.com |
|
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| Jeffrey Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2600 Westown Pkwy Ste 210, West Des Moines, IA 50266 |
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51545xxxx0 |
ann********@a***.com |
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306 |
4 |
317 |
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| Jeffrey C Franke - Financial Advisor, Ameriprise Financial Services, LLC |
2600 Westown Pkwy Ste 210, West Des Moines, IA 50266 |
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51530xxxx3 |
ann********@a***.com |
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| Nancy Anstoetter - RBC Wealth Management Financial Advisor |
1250 Northwest 128th Street Suite 200, Clive, IA 50325 |
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51522xxxx9 |
wms**********@r**.com |
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14788 |
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16000 |
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| PrairieFire Wealth Planning |
114 1/2 5th St, West Des Moines, IA 50265 |
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51533xxxx0 |
inf*@p**********.com |
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45 |
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59 |
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| Value Wealth Management LLC |
6150 Village View Dr, West Des Moines, IA 50266 |
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51524xxxx1 |
don*********@v********************.com |
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| Merrill Lynch Financial Advisor Matthew Turcotte |
7545 Ashworth Rd Suite 100, West Des Moines, IA 50266 |
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51524xxxx6 |
ban********************@m*.com |
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| William Schmidt - Financial Advisor, Ameriprise Financial Services, LLC |
2600 Westown Pkwy Ste 210, West Des Moines, IA 50266 |
|
51530xxxx3 |
ann********@a***.com |
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306 |
4 |
317 |
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| Private Wealth Asset Management |
5000 Westown Pkwy Suite 440, West Des Moines, IA 50266 |
|
51532xxxx0 |
aar*********@p************.com |
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66 |
20 |
104 |
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| Mariner |
1045 76th St Suite 1000, West Des Moines, IA 50266 |
|
51520xxxx0 |
aar********@m********************.com |
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| SA3 Wealth |
1415 28th St, West Des Moines, IA 50266 |
|
51532xxxx1 |
chu***@s********.com |
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| Merrill Lynch Wealth Management |
7545 Ashworth Rd Suite 100, West Des Moines, IA 50266 |
|
51524xxxx0 |
ban********************@m*.com |
4.4 |
5 |
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| Edward Jones - Financial Advisor: Dawn Collins, CFP®|CRPC™ |
1129 42nd St, Des Moines, IA 50311 |
|
51527xxxx1 |
a.j*********@e**********.com |
5 |
1 |
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89469 |
5 |
103000 |
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| Merrill Lynch Financial Advisor David C Blake |
7545 Ashworth Rd Suite 100, West Des Moines, IA 50266 |
|
51524xxxx0 |
ban********************@m*.com |
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| Merrill Lynch Financial Advisor Ronald L Barnes |
7545 Ashworth Rd Suite 100, West Des Moines, IA 50266 |
|
51524xxxx7 |
ban********************@m*.com |
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| Fryar Private Wealth |
5745 Raccoon River Dr, West Des Moines, IA 50266 |
|
51580xxxx0 |
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| R2 Financial Strategies |
875 S 50th St, West Des Moines, IA 50265 |
|
51532xxxx7 |
joh*******@r********************.com |
4.6 |
10 |
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| Raymond James Financial Services |
1415 28th St #160, West Des Moines, IA 50266 |
|
51572xxxx6 |
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| Iowa Wealth Management |
4401 Westown Pkwy #370, West Des Moines, IA 50266 |
|
51522xxxx4 |
jon@i*********.com |
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| Ascendant Wealth Management Group - Ameriprise Financial Services, LLC |
1080 Jordan Creek Pkwy Suite 140n, West Des Moines, IA 50266 |
|
51569xxxx1 |
dns*****@a***.com |
5 |
1 |
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| Edward Jones - Financial Advisor: Patrick J Franke, CFP® |
3520 Ingersoll Ave, Des Moines, IA 50312 |
|
51525xxxx1 |
a.j*********@e**********.com |
3 |
4 |
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87502 |
|
100000 |
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| Legacy Financial Group |
6000 Grand Ave suite b, Des Moines, IA 50312 |
|
51525xxxx6 |
abb*@l**********.com |
4.2 |
5 |
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348 |
21 |
404 |
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| Paradigm Wealth Partners |
515 E Locust St Ste 250, Des Moines, IA 50309 |
|
51550xxxx5 |
bko*****@p*********.co |
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| Wilon Wealth Management |
2400 86th St Ste #32, Urbandale, IA 50322 |
|
51522xxxx0 |
hel**@w******.com |
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84 |
|
91 |
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| Des Moines Wealth Management |
2961 100th St Suite 3, Urbandale, IA 50322 |
|
51527xxxx2 |
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