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).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    298
    ACCOUNTS
  • 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
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

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 R. Hoppes
CRD#: 4581702
411 Viking Road, Suite A, Cedar Falls, IA 50613

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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