Cedar Valley Wealth Advisors
Cedar Valley Wealth Advisors (CRD# 115511) is a financial advisory firm headquartered in Cedar Falls, IA. They manage $86,345,690 in 304 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management86MILLION
Total Number of Accounts304ACCOUNTS
Average Account Value$284,032
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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.
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.