Financial Services

Financial Services

GreenState Credit Union - Northeast

716 A Avenue NE
Cedar Rapids, IA 52401

Sarah Hughes

(319) 730-3225

Member Since: 1995

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TrueNorth Companies LLC

500 1st St SE
Cedar Rapids, IA 52401 2002

Duane Smith

(319) 364-5193

Member Since: 1982

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Farmers State Bank - Marion

1240 8th Ave
Marion, IA 52302 3504

Cassandra Kotek

(319) 377-4891

Member Since: 1966

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MidWestOne Bank

3600 First Avenue NE Suite 101
Cedar Rapids, IA 52402

Chip Reeves

(319) 206-9420

Member Since: 2023

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Hills Bank and Trust Company - Downtown

240 3rd Ave SE
Cedar Rapids, IA 52401 1505

Mary White

(319) 247-5721

Member Since: 1999

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GreatAmerica Financial Services Corporation

625 1st St SE Ste 800
Cedar Rapids, IA 52401 2031

Joe Terfler

(800) 234-8787

Member Since: 1996

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EDGE Investment Solutions

915 Bell Dr SW
Cedar Rapids, IA 52404

Benjamin Young

(877) 299-6237

Member Since: 2025

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Kerndt Brothers Savings Bank

600 Boyson Rd NE
Cedar Rapids, IA 52402 7221

Andrew Roach

(319) 378-8100

Member Since: 2005

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Robert W. Baird & Company, Inc.

200 5th Ave SE, Ste 102
Cedar Rapids, IA 52401 1856

Craig Vander Leest

(319) 365-3397

Member Since: 1992

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First Federal Credit Union - Cedar Rapids

425 1st Ave SW
Cedar Rapids, IA 52405 3927

Tom Chalstrom

(319) 362-3171

Member Since: 1994

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Choreo Advisors

329 12th Ave SE, Suite 100
Cedar Rapids, IA 52401

Kimberly Hillyard

(319) 531-7391

Member Since: 2023

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Five Rings Financial

10268 W. Centennial Road, Suite 302
Littleton, CO 80127

Monica Wilk

(319) 350-4184

(800) 556-2240

Member Since: 2019

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Savant Wealth Management

221 3rd Ave. SE Suite 215
Cedar Rapids, IA 52401

Tory Meiborg

(319) 364-3041

Member Since: 1994

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Creative Planning LLC

417 1st Ave SE, Suite 300
Cedar Rapids, IA 52401 4832

Crystal Ford

(319) 294-8000

Member Since: 1996

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Carson Wealth

835 3rd Ave SE
Cedar Rapids, IA 52403

Russ Nieland

(319) 200-8700

Member Since: 2022

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AAA of Cedar Rapids

1519 42nd St NE Ste 100
Cedar Rapids, IA 52402

Kenan Kantarevic

(319) 393-0403

(319) 393-0400

Member Since: 2022

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Farther

1375 7th Ave Unit B
Marion, IA 52302

Josh Volgarino

(608) 732-8823

Member Since: 2025

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Bank of America Merrill Lynch

1065 Sierra Ct NE, Ste C
Cedar Rapids, IA 52402 6585

Kristen Trovas

(319) 363-0010

(800) 691-9998

Member Since: 2000

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Guide Wealth Partners

711 2nd Ave SE Suite 200
Cedar Rapids, IA 52401

Kyle Zimmerman

(319) 378-1074

Member Since: 2015

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Principal Financial Network of Cedar Valley

1059 Longfellow Dr Ste A
Hiawatha, IA 52233

Clint Hinderaker

(319) 362-2149

Member Since: 1975

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Red Cedar Advisory, Inc.

129 16th Ave SW
Cedar Rapids, IA 52404

Theresa Mickelson

(319) 200-6600

Member Since: 2013

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Edward Jones - Sullivan

295 Tower Terrace Rd Ste C
Marion, IA 52302

Jordan Sullivan

(319) 289-0731

Member Since: 2024

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WealthStone Financial

4217 1st Ave SE
Cedar Rapids, IA 52402

Stefan Christensen

(319) 365-7637

Member Since: 2025

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Pulse Financial Services

1630 42nd St NE Suite E
Cedar Rapids, IA 52402

Scarlett Hall

(319) 246-8000

Member Since: 2024

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Bankhaus

4304 220th Trail
Amana, IA 52203

Stacey McIntire

(319) 622-4287

Member Since: 2016

Full-service banking: checking/savings accounts, online & mobile banking, mortgages and personal loans, business, commercial & ag financing and safe deposit boxes.

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Strategic Financial Solutions, LLC

222 3rd Ave SE Ste 280
Cedar Rapids, IA 52401

Jamie Meyers

(319) 363-2509

Member Since: 2008

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RBC Wealth Management

201 1st St SE, Ste 610
Cedar Rapids, IA 52401

James Vandenberg

(319) 363-8201

(800) 728-3246

Member Since: 1973

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Cedar Point Capital Partners

329 12th Ave SE Ste 106
Cedar Rapids, IA 52401

Bridget Davis

(319) 582-6800

Member Since: 2022

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Equitable / Bosch Financial, Inc.

4027 Glass Rd NE
Cedar Rapids, IA 52402 5735

Ryan Bosch

(319) 362-0054

Member Since: 2015

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Black Hawk Economic Development, Inc.

1001 Peoples Square
Waterloo, IA 50702

Stephanie Koenen

(319) 235-2960

Member Since: 2019

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Lloyd's Plan, Inc. DBA LPI Loans

4201 Glass Road NE
Cedar Rapids, IA 52402 3661

Sheri Wilford

(319) 393-0700

Member Since: 2007

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Northwestern Mutual - Eastern Iowa

401 1st Street SE #401
Cedar Rapids, IA 52401

Kalvin Grabau Keele

(319) 363-3527

Member Since: 1985

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Fairfax State Savings Bank

409 Vanderbilt Street
Fairfax, IA 52228 0277

Patrick Slater

(319) 846-2300

Member Since: 1990

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Basepoint Wealth, LLC

4144 Golf Street NE
Cedar Rapids, IA 52402

Shelley Woods

(319) 826-1898

Member Since: 2018

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AAVIN Private Equity

1245 1st Ave SE
Cedar Rapids, IA 52401

Dan Gross

(319) 247-1072

Member Since: 2018

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LLV CFO Consulting LLC

153 Red Fox Rd. SE
Cedar Rapids, IA 52403

Laura Vint

(319) 360-3636

Member Since: 2023

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Safe Money Solutions

5250 N Park Place NE STE 101
Cedar Rapids, IA 52402

Michael Clanin

(319) 249-5556

Member Since: 2023

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Private Wealth Asset Management

411 6th Ave. SE, Suite 360
Cedar Rapids, IA 52401

Heather Vestweber

(319) 308-6600

Member Since: 2022

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