Best Financial Advisors in Mills County, IA

We did the hard work of finding trustworthy partners in Mills County, IA. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Mills County, IA Fiduciary Financial Advisors

generic_business-71
Edward Jones - Financial Advisor: Dustin W Christiansen, CFP®
SEC File# 801-3297
CRD# 250
Location 713 W Sheridan Ave, Shenandoah, IA 51601, USA
Phone (712) 246-2733
Directions
generic_business-71
DJM Advisors LLC
Location 407 Louise Ave, Glenwood, IA 51534, USA
Phone (712) 527-9944
Directions
generic_business-71
Compass Wealth Partners - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 120 S 6th St, Council Bluffs, IA 51501, USA
Phone (712) 256-4900
Directions
generic_business-71
Financial Advisors | U.S. Bancorp Investments
Location 421 W Broadway, Council Bluffs, IA 51502, USA
Phone (712) 325-2999
Directions
generic_business-71
Edward Jones - Financial Advisor: Amber M Terry
1 out of 5
Location 4104 Rivers Edge Parkway Suite 107, Council Bluffs, IA 51501, USA
Phone (712) 323-6577
Directions
generic_business-71
Collins Consulting
5 out of 5
Location 15 E Main St, Treynor, IA 51575, USA
Phone (712) 487-3853
Directions
generic_business-71
Heartland Financial Solutions, LLC
4 out of 5
Location 11902 Jake Cir, Bellevue, NE 68133, USA
Phone (402) 933-0866
Directions
generic_business-71
Edward Jones - Financial Advisor: Matt Portrey, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 908 S Locust St, Glenwood, IA 51534, USA
Phone (712) 527-3520
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 116 S Walnut St # 1, Glenwood, IA 51534, USA
Phone (712) 527-5657
Directions
generic_business-71
Edward Jones - Financial Advisor: Brad Ksiazek, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2380 West 8th Avenue Suite 5, Plattsmouth, NE 68048, USA
Phone (402) 296-0515
Directions
generic_business-71
iRetire Financial
5 out of 5
Location 928 Valley View Dr # 18, Council Bluffs, IA 51503, USA
Phone (712) 322-2444
Directions
generic_business-71
Edward Jones - Financial Advisor: Stephen M Urlaub
SEC File# 801-3297
CRD# 250
Location 1040 Woodbury Ave Suite 200, Council Bluffs, IA 51503, USA
Phone (712) 322-1670
Directions
generic_business-71
Yocum Wealth Management
Location 413 Sharp St, Glenwood, IA 51534, USA
Phone (712) 527-2882
Directions
generic_business-71
O & H Investments
2 out of 5
Location Glenwood, IA 51534, USA
Phone (712) 527-2143
Directions
generic_business-71
Farm Bureau Financial Services: John Gregory
4 out of 5
Location 302 S Locust St, Glenwood, IA 51534, USA
Phone (712) 527-3153
Directions
generic_business-71
Thrivent Financial-Lutherans
Location 316 Chicago Ave, Plattsmouth, NE 68048, USA
Phone (402) 296-0234
Directions
generic_business-71
G & G Enterprises
Location 3434 Nebraska Ave, Council Bluffs, IA 51501, USA
Phone (712) 256-9973
Directions
generic_business-71
Edward Jones - Financial Advisor: Matthew Hooker
5 out of 5
Location 2012 Cornhusker Rd #700, Bellevue, NE 68123, USA
Phone (402) 292-8388
Directions
generic_business-71
First Command Financial Advisor - Chelsea Besse
Location 1716 Charleston Dr, Papillion, NE 68133, USA
Phone (402) 291-3040
Directions
generic_business-71
Edward Jones - Financial Advisor: Jack Wright, AAMS™
SEC File# 801-3297
CRD# 250
Location 500 N 4th St, Red Oak, IA 51566, USA
Phone (712) 623-5447
Directions
generic_business-71
Edward Jones - Financial Advisor: Michael A Schuldt, CFP®
SEC File# 801-3297
CRD# 250
Location 341 Main St, Plattsmouth, NE 68048, USA
Phone (402) 296-6025
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Glennay Jundt - Thrivent
Location 500 Willow Ave Suite 414, Council Bluffs, IA 51503, USA
Phone (402) 718-3684
Directions
generic_business-71
Edward Jones - Financial Advisor: Ross F Jensen, AAMS™
SEC File# 801-3297
CRD# 250
Location 1840 Madison Ave Suite 3, Council Bluffs, IA 51503, USA
Phone (712) 322-2029
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Edward Jones - Financial Advisor: Alan L Coleman
SEC File# 801-3297
CRD# 250
5 out of 5
Location 103 Suite 3, N St, Council Bluffs, IA 51503, USA
Phone (712) 322-4970
Directions
generic_business-71
CEG Investments LLC
Location 1281 310 Ave, Randolph, IA 51649, USA
Phone (712) 625-4441
Directions
generic_business-71
Miller Financial Group, Inc.
SEC File# 801-68276
CRD# 103857
Location 505 N 3rd St, Red Oak, IA 51566, USA
Phone (712) 623-5726
Directions
generic_business-71
Dickinson Investment Advisors
SEC File# 801-98342
CRD# 115108
5 out of 5
Location 535 W Broadway #301, Council Bluffs, IA 51503, USA
Phone (712) 256-4856
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Edward Jones - Financial Advisor: Keith R Jones, CFP®
5 out of 5
Location 103 North Ave Suite 3, Council Bluffs, IA 51503, USA
Phone (712) 322-4970
Directions
generic_business-71
Securities America Inc
Location 333 W Broadway, Council Bluffs, IA 51503, USA
Phone (712) 242-3328
Directions
generic_business-71
Bracker Wealth Management
Location 532 1st Ave #102, Council Bluffs, IA 51503, USA
Phone (712) 256-7252
Directions
generic_business-71
Edward Jones - Financial Advisor: Gable Andrews
Location 1705 McPherson Ave Suite 500, Council Bluffs, IA 51503, USA
Phone (712) 322-2157
Directions
Financial Advisors in Mills County, IA

Where Certified Financial Advisors in Mills County, IA Serve

Nestled in the heart of Iowa, Mills County boasts a rich history and a vibrant economy. From the rolling hills of the Loess Hills to the bustling streets of Glenwood, this county is a true gem of the Midwest. Landmarks abound, including the iconic Keg Creek Bridge and the historic Waubonsie State Park. But it's not just the scenery that makes Mills County a great place to live and work. Top employers like Pella Corporation and Tyson Foods provide ample job opportunities, while major highways like I-29 and US-34 make transportation a breeze. And with neighborhoods like Indian Creek and Pacific Junction, there's a perfect place for everyone to call home. So come see for yourself what Mills County has to offer – you won't be disappointed.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Mills County, IA can benefit greatly from the guidance of a financial advisor. With a population of just over 15,000 people, many individuals in this rural community may not have access to the same financial resources as those in larger cities. A financial advisor can help Mills County residents create a budget, plan for retirement, invest in the stock market, and manage debt. Additionally, with the recent flooding in the area, a financial advisor can assist in navigating insurance claims and rebuilding efforts. Overall, a financial advisor can provide valuable support and education to help Mills County residents achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Mills County, IA can benefit greatly from the services of an insurance broker. With its rural location and small population, Mills County may not have as many insurance options as larger cities. An insurance broker can help residents navigate the available options and find the best coverage for their unique needs. For example, many Mills County residents work in agriculture or have small businesses, which may require specialized insurance policies. An insurance broker can provide personalized guidance and help residents find affordable coverage that meets their specific needs. Additionally, an insurance broker can assist with claims and provide ongoing support to ensure that residents are getting the most out of their insurance policies.

Retirement Planning

Residents of Mills County, IA would greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner could help is by creating a personalized retirement plan that takes into account the unique needs and circumstances of each individual. This is especially important in Mills County, where the population is largely made up of retirees and older adults. A retirement planner can help residents navigate the complex financial landscape of retirement, including managing retirement accounts, creating a budget, and planning for healthcare costs. Additionally, a retirement planner can provide peace of mind by helping residents plan for unexpected expenses and ensuring that their retirement savings will last throughout their lifetime.

Wealth Management

Residents of Mills County, IA could greatly benefit from the services of a wealth manager. With a population of just over 14,000 people, this rural county faces unique financial challenges that a wealth manager could help address. For example, many residents in Mills County rely on agriculture as their primary source of income, which can be unpredictable due to weather and market fluctuations. A wealth manager could provide guidance on diversifying income streams and managing risk. Additionally, Mills County has a high percentage of elderly residents, who may need assistance with retirement planning and estate management. A wealth manager could provide invaluable advice on maximizing retirement savings and creating a legacy for future generations. Overall, a wealth manager could help residents of Mills County navigate their unique financial circumstances and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Mills County, IA could benefit greatly from the services of a mortgage loan officer. With a population of just over 15,000 people, many residents may not have the financial resources to purchase a home outright. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, from pre-approval to closing. They can also provide guidance on the different types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and help residents choose the best option for their financial situation. Additionally, a mortgage loan officer can assist residents in understanding the unique housing market in Mills County, IA, including factors such as property values and local zoning laws. With the help of a mortgage loan officer, residents of Mills County, IA can achieve their dream of owning a home and building equity for their future.

Tax Services

Residents of Mills County, IA can benefit greatly from the expertise of a tax advisor. With a population of just over 14,000 people, many individuals and small businesses in the area may struggle with navigating the complex tax laws and regulations. A tax advisor can provide guidance on maximizing deductions, minimizing tax liabilities, and ensuring compliance with local and federal tax codes. In particular, farmers in Mills County may face unique challenges when it comes to taxes, such as navigating the tax implications of crop insurance or understanding the tax benefits of conservation practices. A knowledgeable tax advisor can help these farmers make informed decisions and optimize their financial outcomes. Overall, seeking the assistance of a tax advisor can provide peace of mind and potentially save residents of Mills County, IA significant amounts of money in the long run.

Estate Planning Lawyer

Residents of Mills County, IA can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust. This is especially important for residents of Mills County, as the county has a high percentage of elderly residents and a higher-than-average poverty rate. An estate planning lawyer can help ensure that individuals' assets are distributed according to their wishes and can provide guidance on how to minimize taxes and avoid probate. Additionally, an estate planning lawyer can assist with establishing powers of attorney and healthcare directives, which can be crucial in the event of incapacitation or illness. Overall, an estate planning lawyer can provide peace of mind and security for residents of Mills County, IA.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Mills County, IA