National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > iowa > cedar falls

CEDAR VALLEY WEALTH ADVISORS

Tel: 319-266-6507
411 Viking Road
Suite A
Cedar Falls, Iowa  50613

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

CEDAR VALLEY WEALTH ADVISORS

CEDAR VALLEY WEALTH ADVISORS is a Cedar Falls, Iowa based financial advisory firm with nearly $150,105,472 in assets under management and provides investment advisory services for 298 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Other (INITIAL ADMINISTRATIVE FEE; CONTRIBUTION AND DISTRIBUTION FE

Firm CRD#:

115511

SEC#:

801-113740

No. of Clients:

298

Assets under Management

$150,105,472

No. of Advisors:

2

More Financial Advisory Firms in Cedar Falls, Iowa

More Firms in Cedar Falls, Iowa >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.