Fee-OnlyFinder

Advisers in Waterloo, IA

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

All advisers

Fsb Premier Wealth Management, INC.131 Tower Park Drive Suite 115 · Waterloo, IA 50701 · (319) 235-6561 · Financial planningCRD 15898 · % of assets, Hourly charges, Fixed fees · $431.7 million AUMSEC registeredNo commissions reportedKeystone Wealth Management999 Home Plaza, Suite 100g · Waterloo, IA 50701 · (319) 883-3096 · Financial planningCRD 304133 · % of assets, Fixed fees · $137.4 million AUMSEC registeredNo commissions reportedTuve Investment Management, INC.227 East San Marnan Drive · Waterloo, IA 50702 · (319) 235-0075 · % of assets managedCRD 226702 · % of assets · $147.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Waterloo? 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.