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Financial Advisors in Spencer, IA

How to choose a financial advisor in Spencer

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.

Lance Evans

Financial Advisor

Northwest Wealth Management, Llc

Spencer, IA

ProfileNo contact yet

Adam Gress

Financial Advisor

Mwa Financial Services Inc.

Spencer, IA

ProfileNo contact yet

Joni Kellen

Financial Advisor

NORTHWEST WEALTH MANAGEMENT, LLC

Spencer, IA

ProfileNo contact yet

Ebony Rahe

Financial Advisor

AVANTAX PLANNING PARTNERS, INC.

Spencer, IA

ProfileNo contact yet

Katy Guinn

Financial Advisor

NORTHWEST WEALTH MANAGEMENT, LLC

Spencer, IA

ProfileNo contact yet
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