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Investments

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Investments

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
CLA (CliftonLarsonAllen LLP)
CLA (CliftonLarsonAllen LLP)
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600 3rd Ave SE, Suite 300
Cedar Rapids, IA 52401 1619
David LittleDavid Little
Work Phone: (319) 363-2697(319) 363-2697
Member Since: 1972
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Savant Wealth Management
Savant Wealth Management
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221 3rd Ave. SE Suite 215
Cedar Rapids, IA 52401
Tory MeiborgTory Meiborg
Work Phone: (319) 364-3041(319) 364-3041
Member Since: 1994
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Robert W. Baird & Company, Inc.
Robert W. Baird & Company, Inc.
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200 5th Ave SE, Ste 102
Cedar Rapids, IA 52401 1856
Craig Vander LeestCraig Vander Leest
Work Phone: (319) 365-3397(319) 365-3397
Member Since: 1992
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Choreo Advisors
Choreo Advisors
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329 12th Ave SE, Suite 100
Cedar Rapids, IA 52401
Kimberly HillyardKimberly Hillyard
Work Phone: (319) 531-7391(319) 531-7391
Member Since: 2023
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Carson Wealth
Carson Wealth
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835 3rd Ave SE
Cedar Rapids, IA 52403
Russ NielandRuss Nieland
Work Phone: (319) 200-8700(319) 200-8700
Member Since: 2022
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Strategic Financial Solutions, LLC
Strategic Financial Solutions, LLC
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222 3rd Ave SE Ste 280
Cedar Rapids, IA 52401
Jamie MeyersJamie Meyers
Work Phone: (319) 363-2509(319) 363-2509
Member Since: 2008
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St. Martin Holdings Co.
St. Martin Holdings Co.
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115 3rd St SE, Suite 806
Cedar Rapids, IA 52401
Nick TaiberNick Taiber
Work Phone: (319) 382-8654(319) 382-8654
Member Since: 1991
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Red Cedar Advisory, Inc.
Red Cedar Advisory, Inc.
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129 16th Ave SW
Cedar Rapids, IA 52404
Theresa MickelsonTheresa Mickelson
Work Phone: (319) 200-6600(319) 200-6600
Member Since: 2013
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Safe Money Solutions
Safe Money Solutions
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5250 N Park Place NE STE 101
Cedar Rapids, IA 52402
Michael ClaninMichael Clanin
Work Phone: (319) 249-5556(319) 249-5556
Member Since: 2023
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Cedar Point Capital Partners
Cedar Point Capital Partners
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329 12th Ave SE Ste 106
Cedar Rapids, IA 52401
Bridget DavisBridget Davis
Work Phone: (319) 582-6800(319) 582-6800
Member Since: 2022
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Private Wealth Asset Management
Private Wealth Asset Management
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411 6th Ave. SE, Suite 360
Cedar Rapids, IA 52401
Heather VestweberHeather Vestweber
Work Phone: (319) 308-6600(319) 308-6600
Member Since: 2022
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RBC Wealth Management
RBC Wealth Management
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201 1st St SE, Ste 610
Cedar Rapids, IA 52401
James VandenbergJames Vandenberg
Work Phone: (319) 363-8201(319) 363-8201
(800) 728-3246(800) 728-3246
Member Since: 1973
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Guide Wealth Partners
Guide Wealth Partners
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711 2nd Ave SE Suite 200
Cedar Rapids, IA 52401
Kyle ZimmermanKyle Zimmerman
Work Phone: (319) 378-1074(319) 378-1074
Member Since: 2015
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AAVIN Private Equity
AAVIN Private Equity
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1245 1st Ave SE
Cedar Rapids, IA 52401
Dan GrossDan Gross
Work Phone: (319) 247-1072(319) 247-1072
Member Since: 2018
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WealthStone Financial
WealthStone Financial
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4217 1st Ave SE
Cedar Rapids, IA 52402
Stefan ChristensenStefan Christensen
Work Phone: (319) 365-7637(319) 365-7637
Member Since: 2025
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