#1Accel Wealth Management
ACCEL WEALTH MANAGEMENT LLC
Serves this area from Waverly, IA (16 mi)
Retirement Plan Advisors in Butler County, IA
The top-ranked retirement plan advisors serving Butler County, IA are Accel Wealth Management, Cedar Valley Wealth Advisors and Keystone Wealth Management. We list 4 retirement plan advisors serving Butler County, IA. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Butler County, IA. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Butler County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Accel Wealth Management | SEC-registered investment adviser (CRD)#286201 | Waverly, IA (16 mi) | (319) 596-1101 |
| 2 | Cedar Valley Wealth Advisors | SEC-registered investment adviser (CRD)#115511 | Cedar Falls, IA (24 mi) | (319) 266-6507 |
| 3 | Keystone Wealth Management | SEC-registered investment adviser (CRD)#304133 | Waterloo, IA (28 mi) | (319) 883-3096 |
| 4 | Fsb Premier Wealth Management, Inc. | SEC-registered investment adviser (CRD)#15898 | IA | (319) 235-6561 |
#2Cedar Valley Wealth Advisors
THE HEATON HOPPES GROUP, LLCServes this area from Cedar Falls, IA (24 mi)#3Keystone Wealth Management
KEYSTONE WEALTH MANAGEMENT INC.Serves this area from Waterloo, IA (28 mi)#4Fsb Premier Wealth Management, Inc.
FSB PREMIER WEALTH MANAGEMENT, INC.Serves this area from IA
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Frequently asked questions
How many retirement plan advisors serve Butler County?
We list 4 retirement plan advisors serving Butler County, IA: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Butler County?
The top-ranked retirement plan advisors serving Butler County, IA are Accel Wealth Management, Cedar Valley Wealth Advisors, Keystone Wealth Management and Fsb Premier Wealth Management, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Butler County are verified against official records?
4 of the top 4 match an active official record: Accel Wealth Management (U.S. Securities and Exchange Commission), Cedar Valley Wealth Advisors (U.S. Securities and Exchange Commission), Keystone Wealth Management (U.S. Securities and Exchange Commission) and Fsb Premier Wealth Management, Inc. (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Parkersburg, Shell Rock, Clarksville, Aplington, Greene, Allison, Dumont, New Hartford, Bristow, Aredale