#1Weis Advisory
WEIS ADVISORY, LLC
Serves this area from Clive, IA (41 mi)
Retirement Plan Advisors in Greene County, IA
The top-ranked retirement plan advisors serving Greene County, IA are Weis Advisory, Foster Group, Inc. and Situsamc Real Estate Valuation Services, LLC. We list 3 retirement plan advisors serving Greene County, IA. 3 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 Greene County, IA. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Greene County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Weis Advisory | SEC-registered investment adviser (CRD)#217517 | Clive, IA (41 mi) | (888) 978-2082 |
| 2 | Foster Group, Inc. | SEC-registered investment adviser (CRD)#107148 | West Des Moines, IA (43 mi) | (515) 226-9000 |
| 3 | Situsamc Real Estate Valuation Services, LLC | SEC-registered investment adviser (CRD)#106747 | West Des Moines, IA (44 mi) | (646) 518-8139 |
#2Foster Group, Inc.
FOSTER GROUP, INC.Serves this area from West Des Moines, IA (43 mi)#3Situsamc Real Estate Valuation Services, LLC
SITUSAMC REAL ESTATE VALUATION SERVICES, LLCServes this area from West Des Moines, IA (44 mi)
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Frequently asked questions
How many retirement plan advisors serve Greene County?
We list 3 retirement plan advisors serving Greene County, IA: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Greene County?
The top-ranked retirement plan advisors serving Greene County, IA are Weis Advisory, Foster Group, Inc. and Situsamc Real Estate Valuation Services, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Greene County are verified against official records?
3 of the top 3 match an active official record: Weis Advisory (U.S. Securities and Exchange Commission), Foster Group, Inc. (U.S. Securities and Exchange Commission) and Situsamc Real Estate Valuation Services, LLC (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
Jefferson, Grand Junction, Scranton, Churdan, Rippey, Paton, Dana