Karla Hoppes

from Cedar Valley Wealth Advisors
SEC regulated
Regulated Investment Advisor
Karla Hoppes is a financial advisor based in Iowa, Cedar Falls, with 24 years of experience. Karla currently works for Cedar Valley Wealth Advisors. Karla maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Karla Hoppes works at Cedar Valley Wealth Advisors
Cedar Valley Wealth Advisors is a financial advisory firm based in Cedar Falls, Iowa. It currently has approximately $144,774,955 of assets under management and employs about 2 people. Cedar Valley Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and initial administrative fee; contribution and distribution fee.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and initial administrative fee; contribution and distribution fee
Office location
411 Viking Road, Suite A, Cedar Falls, Iowa, 50613

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