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Financial planning in Des Moines, IA

9 advisers in Des Moines offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 9

Altitude Capital Management LLC2015 Grand Avenue, Suite 100 · Des Moines, IA 50312 · (515) 207-3310 · Financial planningCRD 329366 · % of assets, Hourly charges, Fixed fees · $103.6 million AUMSEC registeredNo commissions reportedDmkc Advisory Services, LLC3900 Ingersoll Avenue, Suite 300 · Des Moines, IA 50312 · (515) 221-1133 · Financial planningCRD 145112 · % of assets, Hourly charges · $902.5 million AUMSEC registeredNo commissions reportedLegacy Financial Group6000 Grand Avenue, Suite B · Des Moines, IA 50312 · (515) 255-3306 · Financial planningCRD 154927 · % of assets, Hourly charges, Other · $1.0 billion AUMSEC registeredNo commissions reportedLongenecker Financial Services6000 Grand Avenue, Suite V · Des Moines, IA 50312 · (515) 309-4431 · Financial planningCRD 321686 · % of assets · $82.1 million AUMState registeredNo commissions reportedLw Advisors, L.L.C.2404 Forest Drive, #240 · Des Moines, IA 50312 · (515) 446-2484 · Financial planningCRD 177512 · % of assets, Hourly charges, Fixed fees · $35.9 million AUMState registeredNo commissions reportedPeterson Financial Group, INC.220 Sw 9th St., Suite 230 · Des Moines, IA 50309 · (515) 226-1500 · Financial planningCRD 169519 · % of assets, Fixed fees · $299.2 million AUMSEC registeredNo commissions reportedPrincipal Advised Services655 9th Street · Des Moines, IA 50309 · (866) 412-0770 · Financial planningCRD 297324 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedPrincipal Securities, INC.711 High Street · Des Moines, IA 50392 · (888) 774-6267 · Financial planningCRD 1137 · % of assets, Hourly charges, Fixed fees · $17.0 billion AUMSEC registeredNo commissions reportedWest Financial Advisors, L.L.C.111 East Grand, Suite 412 · Des Moines, IA 50309 · (515) 284-1011 · Financial planningCRD 142265 · % of assets, Hourly charges · $674.2 million AUMSEC registeredNo commissions reported