Nations Financial Group, Inc. is a financial advisory firm based in Cedar Rapids, Iowa. It currently has approximately $2,022,025,491 of assets under management and employs about 85 people. Nations Financial Group, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.

Bfc Planning, Inc. is a financial advisory firm based in Cedar Rapids, Iowa. It currently has approximately $1,295,999,333 of assets under management and employs about 200 people. Bfc Planning, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fee.

Private Wealth Asset Management is a financial advisory firm based in Cedar Rapids, Iowa. It currently has approximately $926,236,729 of assets under management and employs about 42 people. Private Wealth Asset Management uses a fee structure of a percentage of assets under your management and fixed fees.

Berthel Fisher & Company Financial Services, Inc. is a financial advisory firm based in Cedar Rapids, Iowa. It currently has approximately $332,411,895 of assets under management and employs about 100 people. Berthel Fisher & Company Financial Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.

Cedar Point Capital Partners, LLC is an investment advisory firm based in Cedar Rapids, IA, established in 2022. The firm specializes in providing a wide array of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business types. As a fiduciary, the firm is committed to acting in the best interest of its clients. Cedar Point Capital Partners offers services such as Comprehensive Portfolio Management, Financial Planning & Consulting, Portfolio Monitoring, and Retirement Plan Consulting. For Comprehensive Portfolio Management, the firm requires a minimum account balance of $500,000, which may be waived at the firm's discretion. Fees for this service are charged based on a tiered percentage of assets under management. Financial Planning & Consulting services are offered on an hourly, flat, or subscription fee basis, with maximum fee limits specified. The firm also provides Retirement Plan Consulting services to employer plan sponsors, assisting in various aspects of retirement plan management. Cedar Point Capital Partners does not offer or sponsor a wrap fee program and manages regulatory assets under management totaling $200,899,768 on a discretionary basis. The firm does not receive soft dollars beyond what is allowed by the Securities Exchange Act of 1934. Clients have the option to direct brokerage outside the firm's recommendation, but this may result in higher costs. The firm does not accept proxy authority to vote client securities. Financial information is not provided in the brochure as the firm does not meet the specified criteria for disclosure. For more information, clients are encouraged to review the full Brochure and Brochure Supplements available on the SEC's website.

Beacon Capital, LLC is a Cedar Rapids-based investment advisor firm founded in 2017 by Bret Niemuth, a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®). The firm specializes in fee-based investment management services, focusing on asset management and ERISA plan services. Beacon offers discretionary asset management services tailored to individual client goals, risk tolerance, and investment objectives. For ERISA plans, Beacon acts as a limited scope ERISA 3(21) fiduciary, assisting plan sponsors with investment decisions. The firm does not act as a custodian of client assets and engages other professionals as needed. Beacon's fee structure for asset management is percentage-based, with fees ranging from 1.15% to 2.20% based on assets under management. Clients may impose restrictions on investments, and fees are billed quarterly in advance. Beacon may receive referral fees from third-party money managers, acting as a liaison between clients and these managers. The firm's investment strategies include fundamental analysis, technical analysis, and modern portfolio theory, with a focus on risk management. Beacon discloses conflicts of interest, such as Mr. Niemuth's insurance business, and ensures compliance with a Code of Ethics. Clients receive quarterly account statements and have the option to terminate services with a pro-rata refund. Beacon does not vote proxies on client securities and maintains investment discretion with client-imposed limitations. Mr. Niemuth oversees all supervision and compliance efforts at the firm.

Stonefield Investment Advisory, Inc. is a Registered Investment Adviser founded in 1998, offering financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm's owner, Jon R. Werner, has been in the industry since 1994 and holds various securities licenses. Stonefield provides personalized management of accounts, quarterly performance reports, and offers programs like Stonefield Asset Management Services (SAMS) with a minimum opening balance of $25,000. Clients pay asset under management (AUM) fees, which are calculated as a percentage of the market value of assets held in the account. Stonefield may waive the minimum account size at its discretion. The firm does not charge performance-based fees and does not have discretion over client accounts without written authorization. Clients have the ability to place reasonable restrictions on account management. Stonefield primarily recommends establishing brokerage accounts with Schwab Institutional and does not participate in initial public offerings. The firm does not vote proxies on behalf of clients and maintains a business continuity plan. Stonefield's Chief Compliance Officer, Jon R. Werner, also serves as a licensed insurance agent. Clients are provided with privacy notices and are assured of the security of their personal information. Jon R. Werner has one customer complaint from 2012 and is involved in insurance product sales. The firm's activities are supervised by Jon R. Werner, who has not been involved in any disciplinary events.