#1Midwestern Financial Group
MIDWESTERN FINANCIAL, LLC
Serves this area from Iowa City, IA (34 mi)
Retirement Plan Advisors in Louisa County, IA
The top-ranked retirement plan advisors serving Louisa County, IA are Midwestern Financial Group, Quad City Investment Center and The Planning Center, Inc.. We list 3 retirement plan advisors serving Louisa 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 Louisa 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 Louisa County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Midwestern Financial Group | SEC-registered investment adviser (CRD)#270022 | Iowa City, IA (34 mi) | (319) 499-1620 |
| 2 | Quad City Investment Center | SEC-registered investment adviser (CRD)#112187 | Moline, IL (42 mi) | (563) 388-5436 |
| 3 | The Planning Center, Inc. | SEC-registered investment adviser (CRD)#118994 | Moline, IL (43 mi) | (309) 797-4030 |
#2Quad City Investment Center
QUAD CITY INVESTMENT ADVISORS, LLCServes this area from Moline, IL (42 mi)#3The Planning Center, Inc.
THE PLANNING CENTER, INC.Serves this area from Moline, IL (43 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Louisa County?
We list 3 retirement plan advisors serving Louisa 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 Louisa County?
The top-ranked retirement plan advisors serving Louisa County, IA are Midwestern Financial Group, Quad City Investment Center and The Planning Center, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Louisa County are verified against official records?
3 of the top 3 match an active official record: Midwestern Financial Group (U.S. Securities and Exchange Commission), Quad City Investment Center (U.S. Securities and Exchange Commission) and The Planning Center, 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
Wapello, Columbus Junction, Morning Sun, Grandview, Columbus City, Letts, Fredonia, Oakville, Cotter