Financial Advisors in Waterloo, Iowa

There are 59 financial advisors in Waterloo, Iowa. Key zip codes include , . The average rating is 4.4/5.

59
Businesses
4.4
Avg. Rating
207
Google Reviews
59.3%
Email Available

Financial Advisors in Waterloo

59 businesses

Andrew Fober - Private Wealth Advisor, Ameriprise Financial Services, LLC

5.0 (2 reviews)
2813 Terrace Dr, CEDAR FALLS, IA

Guild Mortgage - John Higdon

5.0 (10 reviews)
999 Home Plaza Suite 203, Waterloo, IA

Iowa Securities Investment

5.0 (1 reviews)
3346 Kimball Ave, Waterloo, IA

Jared Schmit - Mortgage Loan Officer

5.0 (34 reviews)
131 E Tower Park Dr #100, Waterloo, IA

Mc Laughlin Investment Services

5.0 (1 reviews)
209 W 5th St A, Waterloo, IA

Phillip J Westemeier - Financial Advisor, Ameriprise Financial Services, LLC

5.0 (1 reviews)
4510 Chadwick Rd, CEDAR FALLS, IA

Pinnacle Private Wealth Group - Ameriprise Financial Services, LLC

5.0 (2 reviews)
4600 University Ave, CEDAR FALLS, IA

Steven L Flack - Financial Advisor, Ameriprise Financial Services, LLC

5.0 (1 reviews)
2708 Bicentennial Dr B, CEDAR FALLS, IA

Creative Planning

4.9
Financial Advisors · 50703
100 E Park Ave, Waterloo, IA, 50703

Thrivent Financial: Midwest Group

4.9 (23 reviews)
622 Progress Ave, Waterloo, IA

Caring Transitions of Northeast Iowa

4.7 (58 reviews)
2135 Commercial St, Waterloo, IA

Milestones

4.6 (10 reviews)
978 Home Plaza #400, Waterloo, IA

Sean L. Grant, CPA

4.6 (8 reviews)
1460 Ansborough Ave, Waterloo, IA

Brian Sivertsen: Primerica - Financial Services

4.3 (4 reviews)
3261 University Ave, Waterloo, IA

Cory Warmuth CPA PC

4.2 (5 reviews)
1315 Knoll Ave, Waterloo, IA

Swisher & Cohrt

4.2 (20 reviews)
528 W 4th St, Waterloo, IA

Northwestern Mutual - Waterloo

3.7 (3 reviews)
3839 Ansborough Ave, Waterloo, IA

McCrindle Law Office

3.5 (2 reviews)
607 Sycamore St # 500, Waterloo, IA

Kenneth Michael Frost: Primerica - Financial Services

3.0 (2 reviews)
2302 W 1st St STE 121, CEDAR FALLS, IA

Family Management

2.2 (19 reviews)
2310 Falls Ave, Waterloo, IA

Aaron D Sannes - Private Wealth Advisor, Ameriprise Financial Services, LLC

6919 Chancellor Dr Ste A, CEDAR FALLS, IA

Alexandra K Lynch - Financial Advisor, Ameriprise Financial Services, LLC

4510 Chadwick Rd, CEDAR FALLS, IA

Becky Foss - Financial Advisor, Ameriprise Financial Services, LLC

2813 Terrace Dr, CEDAR FALLS, IA

Benjamin F. Edwards

116 E 4th St, Waterloo, IA

Brandon Pedersen - Thrivent

622 Progress Ave, Waterloo, IA
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How Waterloo Compares to Iowa

Waterloo has 59 financial advisors — below the Iowa average. Average rating 4.44 vs Iowa 4.60.

Average Rating
4.4 Below Iowa avg (4.60)
Business Count
59 of 3,457 in Iowa
Total Reviews
207 Google reviews

Areas in Waterloo

Area Businesses Avg Rating With Email With Website
Waterloo384.41838
CEDAR FALLS214.61721

Nearby cities

Also in Waterloo

Frequently Asked Questions

How many financial advisors are in Waterloo?

There are 59 financial advisors in Waterloo, Iowa. Top areas include Waterloo (38), CEDAR FALLS (21). Data last updated 2026-05-30.

What is the average rating for financial advisors in Waterloo?

The average Google rating for financial advisors in Waterloo is 4.4/5, based on 207 total reviews.

How does Waterloo compare to Iowa for financial advisors?

Waterloo financial advisors have an average rating of 4.4, which is below the Iowa average of 4.60. Waterloo has 59 of the 3,457 financial advisors in Iowa.

Which zip codes in Waterloo have the most financial advisors?

The top zip codes for financial advisors in Waterloo are: undefined (38 businesses, 4.4 avg rating); undefined (21 businesses, 4.6 avg rating).

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