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Advisers in Bettendorf, IA

3 advisers in Bettendorf — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Nikulski Financial, INC.4275 Ontario Drive · Bettendorf, IA 52722 · (563) 344-0118 · Financial planningCRD 151569 · % of assets, Hourly charges, Fixed fees · $449.0 million AUMSEC registeredNo commissions reportedPassage Global Capital Management, LLC2550 Middle Road, Suite 306 · Bettendorf, IA 52722 · (563) 332-4690 · Financial planningCRD 145367 · % of assets, Hourly charges, Fixed fees · $60.4 million AUMState registeredNo commissions reportedTfp Management, LLC3475 Utica Ridge Road · Bettendorf, IA 52722 · (563) 359-8783 · Flat / fixed feesCRD 313543 · % of assets, Fixed fees · $273.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Bettendorf? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.