#1Basepoint Wealth, LLC
BASEPOINT WEALTH, LLC
Based in Cedar Rapids, IA
Retirement Plan Advisors in Cedar Rapids, IA
The top-ranked retirement plan advisors serving Cedar Rapids, IA are Basepoint Wealth, LLC, Beacon Capital, LLC and Cedar Point Capital Partners, LLC. We list 6 retirement plan advisors serving Cedar Rapids, IA. 6 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 Cedar Rapids, IA (Linn County). 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Cedar Rapids
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Basepoint Wealth, LLC | SEC-registered investment adviser (CRD)#289538 | Cedar Rapids, IA | (319) 826-1898 |
| 2 | Beacon Capital, LLC | SEC-registered investment adviser (CRD)#286316 | Cedar Rapids, IA | (319) 389-4371 |
| 3 | Cedar Point Capital Partners, LLC | SEC-registered investment adviser (CRD)#317532 | Cedar Rapids, IA | (800) 501-6403 |
| 4 | Transamerica Retirement Advisors, LLC | SEC-registered investment adviser (CRD)#107319 | Cedar Rapids, IA | (866) 368-0566 |
| 5 | Nations Financial Group, Inc. | SEC-registered investment adviser (CRD)#44181 | IA | (319) 393-9541 |
| 6 | Midwestern Financial Group | SEC-registered investment adviser (CRD)#270022 | Iowa City, IA (22 mi) | (319) 499-1620 |
#2Beacon Capital, LLC
BEACON CAPITAL, LLCBased in Cedar Rapids, IA#3Cedar Point Capital Partners, LLC
CEDAR POINT CAPITAL PARTNERS, LLCBased in Cedar Rapids, IA#4Transamerica Retirement Advisors, LLC
TRANSAMERICA RETIREMENT ADVISORS, LLCBased in Cedar Rapids, IA#5Nations Financial Group, Inc.
NATIONS FINANCIAL GROUP, INC.Serves this area from IA#6Midwestern Financial Group
MIDWESTERN FINANCIAL, LLCServes this area from Iowa City, IA (22 mi)
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Frequently asked questions
How many retirement plan advisors serve Cedar Rapids?
We list 6 retirement plan advisors serving Cedar Rapids, IA: 4 based there and 2 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Cedar Rapids?
The top-ranked retirement plan advisors serving Cedar Rapids, IA are Basepoint Wealth, LLC, Beacon Capital, LLC, Cedar Point Capital Partners, LLC, Transamerica Retirement Advisors, LLC and Nations Financial Group, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Cedar Rapids are verified against official records?
6 of the top 6 match an active official record: Basepoint Wealth, LLC (U.S. Securities and Exchange Commission), Beacon Capital, LLC (U.S. Securities and Exchange Commission), Cedar Point Capital Partners, LLC (U.S. Securities and Exchange Commission), Transamerica Retirement Advisors, LLC (U.S. Securities and Exchange Commission) and Nations Financial Group, Inc. (U.S. Securities and Exchange Commission), and 1 more on this page. 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 .