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Financial Advisors in Clive, IA

How to choose a financial advisor in Clive

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Justin Bunkers

Financial Advisor

Northwestern Mutual Investment Services, Llc

Clive, IA

ProfileNo contact yet

Burke Pitz

Financial Advisor

Northwestern Mutual Investment Services, Llc

Clive, IA

ProfileNo contact yet

Jay Polson

Financial Advisor

RAYMOND JAMES & ASSOCIATES, INC.

Clive, IA

ProfileNo contact yet

Noah Beeck

Financial Advisor

Northwestern Mutual Investment Services, Llc

Clive, IA

ProfileNo contact yet

Jack Shisler

Financial Advisor

Northwestern Mutual Investment Services, Llc

Clive, IA

ProfileNo contact yet

Zoee Smythe

Financial Advisor

Wells Fargo Clearing Services, Llc

Clive, IA

ProfileNo contact yet
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