#1Northwest Wealth Management, LLC
NORTHWEST WEALTH MANAGEMENT, LLC
Serves this area from Spencer, IA (28 mi)
Retirement Plan Advisors in Osceola County, IA
The top-ranked retirement plan advisors serving Osceola County, IA are Northwest Wealth Management, LLC, Water Valley Investment Advisors, Inc. and Wacker & Associates, Inc.. We list 3 retirement plan advisors serving Osceola 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 Osceola 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 Osceola County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Northwest Wealth Management, LLC | SEC-registered investment adviser (CRD)#152816 | Spencer, IA (28 mi) | (877) 207-0994 |
| 2 | Water Valley Investment Advisors, Inc. | SEC-registered investment adviser (CRD)#116936 | Sioux Center, IA (34 mi) | (712) 395-0764 |
| 3 | Wacker & Associates, Inc. | SEC-registered investment adviser (CRD)#159879 | Jackson, MN (37 mi) | (507) 847-3886 |
#2Water Valley Investment Advisors, Inc.
WATER VALLEY INVESTMENT ADVISORS, INC.Serves this area from Sioux Center, IA (34 mi)#3Wacker & Associates, Inc.
WACKER & ASSOCIATES, INC.Serves this area from Jackson, MN (37 mi)
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Frequently asked questions
How many retirement plan advisors serve Osceola County?
We list 3 retirement plan advisors serving Osceola 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 Osceola County?
The top-ranked retirement plan advisors serving Osceola County, IA are Northwest Wealth Management, LLC, Water Valley Investment Advisors, Inc. and Wacker & Associates, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Osceola County are verified against official records?
3 of the top 3 match an active official record: Northwest Wealth Management, LLC (U.S. Securities and Exchange Commission), Water Valley Investment Advisors, Inc. (U.S. Securities and Exchange Commission) and Wacker & Associates, 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
Sibley, Ashton, Ocheyedan, Melvin, Harris