Cedar Valley Wealth Advisors
Cedar Valley Wealth Advisors (CRD# 115511) is a financial advisory firm headquartered in Cedar Falls, IA. They manage $150,105,472 in 298 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management150MILLION
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Total Number of Accounts298ACCOUNTS
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Average Account Value$503,710
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA
Financial Advisors at Cedar Valley Wealth Advisors
1
Robert Heaton (CRD# 1674580) is an Investment Advisor Representative working at Cedar Valley Wealth Advisors in Cedar Falls, IA and has over 36 years of experience in the finance industry.
2
Karla Hoppes (CRD# 4581702) is an Investment Advisor Representative working at Cedar Valley Wealth Advisors in Cedar Falls, IA and has over 22 years of experience in the finance industry.
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