Top 30 Financial Services Companies in Cedar Rapids

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Below is the list of Top 30 Financial Services Companies in Cedar Rapids ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Cedar Rapids

1. Transamerica Agency Network, Inc.

Industry: Financial Services

Location: Cedar Rapids, Iowa

Company Size: 1001-5000

Company Address: 4333 Edgewood Road, Cedar Rapids, Iowa, United States

Transamerica Agency Network, Inc. Contact Details

Name Title LinkedIn Phone Email
Steve Adelmann Associate Director
Lisa Phelps Senior Licensed Agency Coordinator
Kyle Bjorklund Associate Director
Lee Boyd Managing Director
Lutcf Randy Norris District Manager At Transamerica Agency Network, Inc
Diana Garner Agency Coordinator I
Lisa Phillips Senior Licensed Agency Coordinator
Requires/Intent and 329 more Employees
Asset Management
Accounting Services
Marketing Services
and more

2. Greatamerica Financial Services

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: greatamerica.com

Company Founded: 1992

Company Size: 501-1000

Company Address: 625 First Street Southeast, Cedar Rapids, Iowa, United States

Greatamerica Financial Services Contact Details

Name Title LinkedIn Phone Email
Chris Harris Devops Engineer And Software Developer
Clfp Dave Isenberg Strategic Account Executive
Lee Rozeboom Vice President And Managing Director Of Sales
Bill Johnson Vice President, Sales And Marketing
Heather Friedman Vice President Corporate Marketing
Cody Jandik Vice President Of Sales
Sally Brause Director, Human Resources Consulting
Requires/Intent and 268 more Employees
Business Strategy & Growth Consulting
Fraud Detection & Prevention
Performance Tracking & KPI Analytics
and more

3. Transamerica Agency Network

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: transamericaagencynetwork.com

Company Founded: 2011

Company Size: 5001-10000

Company Address: 4333 Edgewood Road, Cedar Rapids, Iowa, United States

Transamerica Agency Network Contact Details

Name Title LinkedIn Phone Email
Te-erra Davis Managing Representative
Ed Welsh Career Insurance Representative
John Justice Managing Director
Todd Moshier Career Agent
Lutcf Joseph Lilley Sales Manager
Terry Hicks Licensed Insurance Agent
Timothy Haynes Associate Director
Requires/Intent and 20 more Employees
Technology Consulting
Asset Management
and more

4. Bronson Brokerage

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: bronsonbrokerage.com

Company Size: 1-10

Company Address: P/o Box 8636, Cedar Rapids, Iowa, United States

Bronson Brokerage Contact Details

Name Title LinkedIn Phone Email
Michael Lutcf Broker Of Life Settlements
Requires/Intent
IoT-enabled Smart Banking Solutions
Investment Advisory
and more

5. Strellner Agency Group

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: strellneragencygroup.com

Company Founded: 1997

Company Size: 51-200

Company Address: 4840 North River Boulevard Northeast, Cedar Rapids, Iowa, United States

Strellner Agency Group Contact Details

Name Title LinkedIn Phone Email
Vince Welsh Independent Agent
Kirk Haefner Financial Services Professional
Erin Worden Investment Advisor Representative
Austin Banks Financial Professional
Tom Fox Financial Advisor
Tim Strellner Owner And Executive General Agent
Tom Fox Financial Advisor
Requires/Intent and 4 more Employees
API Integration For FinTech
Digital Payment & Subscription Solutions
Fraud Detection & Prevention
Wealth Management
and more

6. Bvs Performance Solutions

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: bvs.com

Company Founded: 1975

Company Size: 51-200

Company Address: 4060 Glass Road Northeast, Cedar Rapids, Iowa, United States

Bvs Performance Solutions Contact Details

Name Title LinkedIn Phone Email
Brian Cohen Senior Director And Editor And Designer
Kristi Zimmerman Assistant Vice President Relationship Manager
Ryan Pleggenkuhle Writer And Producer
Serena Collins Photo Editor
Keaton Fuller Videographer And Editor
Tamara Fulk Associate Account Manager
Eric Montgomery Vice President Of Sales
Requires/Intent and 16 more Employees
Quality Control & Assurance
Financial Forecasting & Modeling
and more

7. World Trend Financial

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: worldtrendfps.com

Company Founded: 1991

Company Size: 11-50

Company Address: 221 3rd Avenue Southeast, Cedar Rapids, Iowa, United States

World Trend Financial Contact Details

Name Title LinkedIn Phone Email
Brad Haverback Partner And Vice President
Sarah Nolte Investment Advisor Representative
David Gruber Investment Advisor Representative
Cathy Johnson Chief Administrative Officer
Mike Russ Investment Advisor Representative
Tory Meiborg President
Becky Shanahan Associate Financial Representative
Requires/Intent and 2 more Employees
Marketing Services
Debt Collection & Recovery
Data Analytics & Business Intelligence
Business Strategy & Growth Consulting
Investment Advisory
and more

8. Anderson Financial Services, Inc.

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: andersonfinancialsvcs.com

Company Founded: 1995

Company Size: 1-10

Company Address: 4840 North River Boulevard Northeast, Cedar Rapids, Iowa, United States

Anderson Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Ronald Min Chief Executive Officer
Bob Anderson Financial Advisor
Sonya Gonzalez Office Manager At Anderson Financial Services, Inc
Esneida Nava Area Manager
Requires/Intent
Asset Management
Banking & Payment Processing
Mergers & Acquisitions Advisory
Online Advertising & SEO
Omnichannel Customer Support
and more

9. Basepoint Wealth, Llc

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: basepointwealth.com

Company Founded: 2017

Company Size: 11-50

Company Address: 4144 Golf Street Northeast, Cedar Rapids, Iowa, United States

Basepoint Wealth, Llc Contact Details

Name Title LinkedIn Phone Email
Scott Cooley Wealth Manager
Jill Ford Financial Planning Associate
Aaron Epstein Associate Wealth Advisor
John Carstensen Associate Financial Analyst
Shayne Boles Associate Wealth Advisor
Gary Godfrey Senior Wealth Advisor
Allen Wallace Chief Investment Officer
Requires/Intent and 1 more Employees
ERP For Financial Institutions
Insurance & Underwriting Services
and more

10. Aavin Equity Advisors, Llc.

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: aavin.com

Company Founded: 1999

Company Size: 1-10

Company Address: 1245 1st Avenue Southeast, Cedar Rapids, Iowa, United States

Aavin Equity Advisors, Llc. Contact Details

Name Title LinkedIn Phone Email
Dan Gross Associate Partner
James Thorp Managing Partner
Thies Kolln Partner
Matthew Current Private Equity Analyst Intern
Gina Milroy Chief Financial Officer
Kirk Kaalberg Senior Partner At Aavin
Requires/Intent
API Integration For FinTech
Compliance & Regulatory Advisory
Performance Tracking & KPI Analytics
Customer Relationship Management (CRM)
Asset Management
and more

11. Nations Financial Group, Inc

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: nationsfg.com

Company Founded: 1998

Company Size: 51-200

Company Address: 4000 River Ridge Drive Northeast, Cedar Rapids, Iowa, United States

Nations Financial Group, Inc Contact Details

Name Title LinkedIn Phone Email
Steve Cairney Chief Operating Officer
Brandon Gilbert It Manager
Aifâ Matt Shannahan Advisor
Erik Bjorseth Cgo
Leslie Miller Information Technology Manager
Brian Wilkinson Chief Compliance Officer
Scott Ginger Trading Principal
Requires/Intent
ERP For Financial Institutions
Financial Planning & Retirement Solutions
HR & Talent Acquisition
and more

12. Berthel Fisher & Company Financial Services, Inc.

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: berthel.com

Company Founded: 1985

Company Size: 51-200

Company Address: 4201 42nd Street Northeast, Cedar Rapids, Iowa, United States

Berthel Fisher & Company Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Shelbie Irish Recruiter
Joanna Schaul Senior Vice President, Administration
Craig Schlueter Berthel Fisher And Co At Regional Osj Principal
Rachael Morrison Osj Principal
Ben Young Operations Associate
Jodi Tacker Legal Support Specialist
Ashley Ungs Business Integration And Transition Coordinator
Requires/Intent and 7 more Employees
Cloud Computing Solutions
HR & Talent Acquisition
Mobile App Development For Financial Services
and more

13. Securities Management & Research, Inc.

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: smrinvestments.com

Company Founded: 1954

Company Size: 1-10

Company Address: 4201 42nd Street Northeast, Cedar Rapids, Iowa, United States

Securities Management & Research, Inc. Contact Details

Name Title LinkedIn Phone Email
Christopher Tasik Manager
Requires/Intent
Cybersecurity & Data Protection
AI-powered Financial Insights
and more

14. The Financial Specialists, Inc.

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: thefinancialspecialists.com

Company Founded: 2004

Company Size: 11-50

The Financial Specialists, Inc. Contact Details

Name Title LinkedIn Phone Email
Jordan Funke Vice President And Junior Partner
Ann Leymaster Strategic Coordinator
Requires/Intent
Blockchain & Cryptocurrency Solutions
IoT-enabled Smart Banking Solutions
and more

15. Premier Advisors, Llc.

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: premieradvisorsllc.com

Company Founded: 2002

Company Size: 11-50

Premier Advisors, Llc. Contact Details

Name Title LinkedIn Phone Email
Chad Sarsfield Registered Investment Advisor
Stan Secor Advisor
Jim Ryan Investment Advisor Representative
Dan Kittner Financial Advisor
Jason Willenborg Financial Advisor
Susan Bell Sales Agent
Denise Kintzel Administrative Assistant
Requires/Intent and 1 more Employees
Employee Training & Workforce Development
Asset Management
Investment Advisory
and more

16. Contract Exchange Corp

Industry: Financial Services

Location: Cedar Rapids, Iowa

Company Size: 1-10

Company Address: 1420 1st Avenue Northeast, Cedar Rapids, Iowa, United States

Contract Exchange Corp Contact Details

Name Title LinkedIn Phone Email
Christopher Schubert Vice President
Requires/Intent
Branding & Public Relations
Mortgage & Loan Processing
AI-powered Financial Insights
ESG & Sustainable Finance Consulting
and more

17. Advantage Financial Group

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: officialafg.com

Company Founded: 2001

Company Size: 1-10

Company Address: 230 Second Street Southeast, Cedar Rapids, Iowa, United States

Advantage Financial Group Contact Details

Name Title LinkedIn Phone Email
James Fairchild Vice President Of Consumer Products
Matthew Clark Advisory Services Specialist
Sally Bernard Owner
Pam Frayer Office Manager
Requires/Intent
Financial Planning & Retirement Solutions
Mortgage & Loan Processing
Mobile App Development For Financial Services
Technology Consulting
and more

18. Edge Investment Solutions

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: edgesvp.com

Company Size: 1-10

Company Address: 5020 Council Street Northeast, Cedar Rapids, Iowa, United States

Edge Investment Solutions Contact Details

Name Title LinkedIn Phone Email
Barb Kriesel Special Project Coordinator
Becky Weyer Registered Principal
Requires/Intent
Automation & Workflow Optimization
Financial Planning & Retirement Solutions
Financial Auditing & Reporting
Mobile App Development For Financial Services
and more

19. Cedar River Finance

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: cedarriverfinance.com

Company Founded: 2015

Company Size: 1-10

Company Address: 3900 River Ridge Drive Northeast, Cedar Rapids, Iowa, United States

Cedar River Finance Contact Details

Name Title LinkedIn Phone Email
Theresa Blair Business Development And Marketing Specialist
Requires/Intent
Cloud Computing Solutions
Risk Assessment & Mitigation
Compliance & Regulatory Advisory
and more

20. Iowa Financial Partners

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: iowafinancialpartners.com

Company Size: 11-50

Company Address: 5250 North Park Place Northeast, Cedar Rapids, Iowa, United States

Iowa Financial Partners Contact Details

Name Title LinkedIn Phone Email
Lindsey Borlaug Marketing Assistant
Requires/Intent
Online Advertising & SEO
Employee Training & Workforce Development
Loan Origination & Servicing Platforms
ESG & Sustainable Finance Consulting
and more

21. Frontier Futures Inc

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: ffutures.com

Company Founded: 1984

Company Size: 1-10

Company Address: 4000 River Ridge Drive, Cedar Rapids, Iowa, United States

Frontier Futures Inc Contact Details

Name Title LinkedIn Phone Email
Ted Johnson Owner
Requires/Intent
Asset Management
Financial Auditing & Reporting
ERP For Financial Institutions
ESG & Sustainable Finance Consulting
and more

22. Litow & Pech, Pc

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: litowpc.com

Company Founded: 1997

Company Size: 11-50

Company Address: 1847 East Avenue Northeast, Cedar Rapids, Iowa, United States

Litow & Pech, Pc Contact Details

Name Title LinkedIn Phone Email
Jennifer Allers Receptionist
Roni Logsdon Accounting
Lisa Dlouhy Skip Tracing
Vicki Rickels Paralegal At Litow And Pech, Pc
Linda White Legal Assistant
Ernest Franklin Collector
Requires/Intent
Risk Assessment & Mitigation
Automation & Workflow Optimization
Debt Collection & Recovery
Loan Origination & Servicing Platforms
Mortgage & Loan Processing
and more

23. Frontier Futures

Industry: Financial Services

Location: Cedar Rapids, Iowa

Company Size: 11-50

Company Address: 4000 River Ridge Drive Northeast, Cedar Rapids, Iowa, United States

Frontier Futures Contact Details

Name Title LinkedIn Phone Email
Kelley Brees Broker
Requires/Intent
Cloud Computing Solutions
Treasury & Cash Flow Management
Wealth Management
Tax Planning & Strategy
Financial Planning & Retirement Solutions
and more

24. Strategic Financial Solutions

Industry: Financial Services

Location: Cedar Rapids, Iowa

Website: sfsolutionsllc.com

Company Size: 11-50

Company Address: 200 2nd Avenue Southeast, Cedar Rapids, Iowa, United States

Strategic Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Crystal Halley Client Service Representative
Requires/Intent
Mergers & Acquisitions Advisory
Cloud Computing Solutions
ERP For Financial Institutions
Mobile App Development For Financial Services
and more
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Cedar Rapids Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Steve Adelmann Transamerica Agency Network, Inc. Associate Director
2 Lisa Phelps Transamerica Agency Network, Inc. Senior Licensed Agency Coordinator
3 Kyle Bjorklund Transamerica Agency Network, Inc. Associate Director
4 Lee Boyd Transamerica Agency Network, Inc. Managing Director
5 Lutcf Randy Norris Transamerica Agency Network, Inc. District Manager At Transamerica Agency Network, Inc
6 Diana Garner Transamerica Agency Network, Inc. Agency Coordinator I
7 Lisa Phillips Transamerica Agency Network, Inc. Senior Licensed Agency Coordinator
8 Chris Harris Greatamerica Financial Services Devops Engineer And Software Developer
9 Clfp Dave Isenberg Greatamerica Financial Services Strategic Account Executive
10 Lee Rozeboom Greatamerica Financial Services Vice President And Managing Director Of Sales
11 Bill Johnson Greatamerica Financial Services Vice President, Sales And Marketing
12 Heather Friedman Greatamerica Financial Services Vice President Corporate Marketing
13 Cody Jandik Greatamerica Financial Services Vice President Of Sales
14 Sally Brause Greatamerica Financial Services Director, Human Resources Consulting
15 Te-erra Davis Transamerica Agency Network Managing Representative
16 Ed Welsh Transamerica Agency Network Career Insurance Representative
17 John Justice Transamerica Agency Network Managing Director
18 Todd Moshier Transamerica Agency Network Career Agent
19 Lutcf Joseph Lilley Transamerica Agency Network Sales Manager
20 Terry Hicks Transamerica Agency Network Licensed Insurance Agent
21 Timothy Haynes Transamerica Agency Network Associate Director
22 Michael Lutcf Bronson Brokerage Broker Of Life Settlements
23 Vince Welsh Strellner Agency Group Independent Agent
24 Kirk Haefner Strellner Agency Group Financial Services Professional
25 Erin Worden Strellner Agency Group Investment Advisor Representative
26 Austin Banks Strellner Agency Group Financial Professional
27 Tom Fox Strellner Agency Group Financial Advisor
28 Tim Strellner Strellner Agency Group Owner And Executive General Agent
29 Tom Fox Strellner Agency Group Financial Advisor
30 Brian Cohen Bvs Performance Solutions Senior Director And Editor And Designer
31 Kristi Zimmerman Bvs Performance Solutions Assistant Vice President Relationship Manager
32 Ryan Pleggenkuhle Bvs Performance Solutions Writer And Producer
33 Serena Collins Bvs Performance Solutions Photo Editor
34 Keaton Fuller Bvs Performance Solutions Videographer And Editor
35 Tamara Fulk Bvs Performance Solutions Associate Account Manager
36 Eric Montgomery Bvs Performance Solutions Vice President Of Sales
37 Brad Haverback World Trend Financial Partner And Vice President
38 Sarah Nolte World Trend Financial Investment Advisor Representative
39 David Gruber World Trend Financial Investment Advisor Representative
40 Cathy Johnson World Trend Financial Chief Administrative Officer

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