Retirement Plan Advisors in Jasper County, IA
The top-ranked retirement plan advisors serving Jasper County, IA are Btc Capital Management, Principal Securities, Inc. and Van Diest Capital. We list 8 retirement plan advisors serving Jasper County, IA. 8 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 Jasper County, IA. 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Jasper County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Btc Capital Management | SEC-registered investment adviser (CRD)#127158 | Des Moines, IA (30 mi) | (515) 245-5638 |
| 2 | Principal Securities, Inc. | SEC-registered investment adviser (CRD)#1137 | Des Moines, IA (30 mi) | (888) 774-6267 |
| 3 | Van Diest Capital | SEC-registered investment adviser (CRD)#334743 | Polk City, IA (34 mi) | (515) 620-2085 |
| 4 | Valiant Wealth, LLC | SEC-registered investment adviser (CRD)#146911 | West Des Moines, IA (37 mi) | (515) 223-6068 |
| 5 | Integrity Alliance, LLC | SEC-registered investment adviser (CRD)#139627 | Urbandale, IA (37 mi) | (877) 886-1939 |
| 6 | Retireright Consulting Group | SEC-registered investment adviser (CRD)#300925 | West Des Moines, IA (37 mi) | (515) 868-0309 |
| 7 | Gilbert & Cook, Inc. | SEC-registered investment adviser (CRD)#283112 | West Des Moines, IA (38 mi) | (515) 270-6444 |
| 8 | Independent Wealth Network, Inc. | SEC-registered investment adviser (CRD)#286262 | Urbandale, IA (39 mi) | (515) 461-5123 |
- BTC CAPITAL MANAGEMENT, INC.Serves this area from Des Moines, IA (30 mi)
#2Principal Securities, Inc.
PRINCIPAL SECURITIES, INC.Serves this area from Des Moines, IA (30 mi)#3Van Diest Capital
VAN DIEST CAPITAL, LLCServes this area from Polk City, IA (34 mi)#4Valiant Wealth, LLC
VALIANT WEALTH, LLCServes this area from West Des Moines, IA (37 mi)#5Integrity Alliance, LLC
INTEGRITY ALLIANCE, LLCServes this area from Urbandale, IA (37 mi)#6Retireright Consulting Group
RETIRERIGHT, LLCServes this area from West Des Moines, IA (37 mi)#7Gilbert & Cook, Inc.
GILBERT & COOK, INC.Serves this area from West Des Moines, IA (38 mi)#8Independent Wealth Network, Inc.
INDEPENDENT WEALTH NETWORK, INC.Serves this area from Urbandale, IA (39 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Jasper County?
We list 8 retirement plan advisors serving Jasper County, IA: 0 based there and 8 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Jasper County?
The top-ranked retirement plan advisors serving Jasper County, IA are Btc Capital Management, Principal Securities, Inc., Van Diest Capital, Valiant Wealth, LLC and Integrity Alliance, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Jasper County are verified against official records?
8 of the top 8 match an active official record: Btc Capital Management (U.S. Securities and Exchange Commission), Principal Securities, Inc. (U.S. Securities and Exchange Commission), Van Diest Capital (U.S. Securities and Exchange Commission), Valiant Wealth, LLC (U.S. Securities and Exchange Commission) and Integrity Alliance, LLC (U.S. Securities and Exchange Commission), and 3 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 .
Communities served
Newton, Colfax, Monroe, Prairie City, Baxter, Sully, Kellogg, Lynnville, Mingo, Oakland Acres, Lambs Grove, Reasnor, Valeria