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Invested in You

At United Iowa Financial, we build trust by helping you understand the risks and rewards of today’s financial markets so you can make informed investment decisions that support your vision for the future.

Our team of advisors is dedicated to helping you reach your goals through smart financial planning centered around your personal needs and investment preferences. When we act as your fiduciary, your best interest is our utmost priority.

Invested in Our Community

United Iowa Financial is based in the Iowa City-Cedar Rapids Corridor, serving business leaders, medical professionals, University employees and everyone in between. Not only are we invested in our clients—we’re also invested in giving back to the communities and the causes that make a difference here in the ICR Corridor.

Team

At United Iowa Financial, our team becomes your greatest asset.

We leverage the different strengths, resources and knowledge each team member brings to the table when helping you plan for the future, giving you access to our deep bench of experts while still providing you with objective, personalized, one-on-one support.

Awards & Recognition

*The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors(1) recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click here for the full methodology(2) that Forbes developed in partnership with SHOOK Research.
1) This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.
(2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings

** The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women’s Choice Award, 145 were named Women’s Choice Award Financial Advisors/Firms. For more information, please visit http://www.womenschoiceaward.com/.

***The 2018 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.

****The 2019 WealthManagement.com Thrive Awards list was compiled by measuring percentage revenue growth over the previous three years. Revenue was measured as gross revenue from AUM fees, commissions, trails, hourly or subscription fees, retainers and other similar wealth and investment management revenue before any costs or expenses. Overall, over 435 advisors were considered, and 250 (57 percent) were recognized. This award is not indicative of the advisor’s future performance. Your experience may vary. For more information, please visit www.wealthmanagement.com.

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