Financial Advisors in Waterloo, Iowa

There are 63 financial advisors in Waterloo, Iowa. The average rating is 4.4/5.

63
Businesses
4.4
Avg. Rating
208
Google Reviews
55.6%
Email Available

Financial Advisors in Waterloo

63 businesses

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

5.0 (2 reviews)
2813 Terrace Dr, Waterloo, 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, Waterloo, IA

Pinnacle Private Wealth Group - Ameriprise Financial Services, LLC

5.0 (2 reviews)
4600 University Ave, Waterloo, IA

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

5.0 (1 reviews)
2708 Bicentennial Dr B, Waterloo, 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

Glen Henry Financial Group,LLC

4.0 (1 reviews)
2412 Waterloo Rd, 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, Waterloo, 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, Waterloo, IA

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

4510 Chadwick Rd, Waterloo, IA

American Financial Management Ltd

6003 University Ave # C, Waterloo, IA

Becky Foss - Financial Advisor, Ameriprise Financial Services, LLC

2813 Terrace Dr, Waterloo, IA
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How Waterloo Compares to Iowa

Waterloo has 63 financial advisors — below the Iowa average. Average rating 4.42 vs Iowa 4.59.

Average Rating
4.4 Below Iowa avg (4.59)
Business Count
63 of 3,796 in Iowa
Total Reviews
208 Google reviews

Areas in Waterloo

Area Businesses Avg Rating With Email With Website
Waterloo634.43559

Nearby cities

Also in Waterloo

Frequently Asked Questions

How many financial advisors are in Waterloo?

There are 63 financial advisors in Waterloo, Iowa. Top areas include Waterloo (63). Data last updated 2026-04-23.

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 208 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 4.6. Waterloo has 63 of the 3,796 financial advisors in Iowa.

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