Cedar Valley Wealth Advisors

Cedar Valley Wealth Advisors (CRD# 115511) is a financial advisory firm headquartered in Cedar Falls, IA. They manage $103,175,220 in 324 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $318,442
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Cedar Valley Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Robert M. Heaton
CRD#: 1674580
411 Viking Road, Suite A, Cedar Falls, IA 50613
96
Wealthminder
score

Robert Heaton (CRD# 1674580) is an Investment Advisor Representative working at Cedar Valley Wealth Advisors in Cedar Falls, IA and has over 30 years of experience in the finance industry. Robert Heaton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Karla R. Hoppes
CRD#: 4581702
411 Viking Road, Suite A, Cedar Falls, IA 50613
96
Wealthminder
score

Karla Hoppes (CRD# 4581702) is an Investment Advisor Representative working at Cedar Valley Wealth Advisors in Cedar Falls, IA and has over 16 years of experience in the finance industry. Karla Hoppes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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