Angel Investor Cedar Rapids IA

Angel Investor in Cedar Rapids, IA. Find phone numbers, addresses and information about Angel Investor in Cedar Rapids.

Eric Mote
Mote Wealth Management, LLC
(319) 393-4020
4300 Northwood Drive NE
Cedar Rapids, IA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, College/Education Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Brian R. Globokar, CFP®
(319) 338-1522
240 3rd Ave SE
Cedar Rapids, IA
Firm
Hills Bank And Trust Company

Data Provided by:
Ms. Ellen E. Hull, CFP®
(319) 743-7170
500 1ST AVE NE STE 100
Cedar Rapids, IA
Firm
Cedar Rapids Investment Consulting
Areas of Specialization
General Financial Planning

Data Provided by:
Mr. Brian S. Brandt, CFP®
(319) 362-2149
200 2nd Ave SE
Cedar Rapids, IA
Firm
Principal Financial Group, Inc.

Data Provided by:
Mr. Kirk A Sadilek, CFP®
(319) 362-2149
200 SECOND AVE SE
CEDAR RAPIDS, IA
Firm
PRINCIPAL FINANCIAL GROUP
Areas of Specialization
Asset Allocation, Business Succession Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Jean Mote
Mote Wealth Management, LLC
(319) 393-4020
4300 Northwood Drive NE
Cedar Rapids, IA
Expertises
Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Bert W Mcclintock, CFP®
(319) 363-2509
200 Second Avenue SE
Cedar Rapids, IA
Firm
Strategic Financial Solutions
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mr. R. J. (Rick) Oberreuter, CFP®
(319) 368-7005
221 3rd Ave SE Ste 550
Cedar Rapids, IA
Firm
RBC Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Long-Term Care, Retirement Planning, Securities

Data Provided by:
Mr. James E. Anderson Jr., CFP®
(319) 363-2697
600 3rd Ave SE Ste 300
Cedar Rapids, IA
Firm
CliftonLarsonAllen Wealth Advisors

Data Provided by:
Don Gordon Kensinger Jr., CFP®
(319) 368-7009
221 3rd Ave. S.E. Suite 550
Cedar Rapids, IA
Firm
Lpl Financial Corporation
Areas of Specialization
Estate Planning, Investment Management, Retirement Income Management, Risk Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

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