Financial advisors and lenders · Iowa

Financial advisors and lenders in Cedar Rapids, IA

149 financial advisors in Cedar Rapids with phone numbers, 41 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Cedar Rapids list freeSee a sample
149
businesses
100%
have a phone number
28%
have an email address (41)
—
average Google rating
Sample

A sample of financial advisors and lenders in Cedar Rapids

Twelve of the 149 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: Andy WooldridgeFinancial Service; Legal Service—Yes(319) •••-••••Available
LAWSONLINE.COMFinancial Service; Legal Service—Yes(800) •••-••••Available
Edward Jones - Financial Advisor: Mark H Hoffman, AAMS®Financial Service; Legal Service—Yes(319) •••-••••Available
Edward Jones - Financial Advisor: Tom NeffFinancial Service; Legal Service—Yes(319) •••-••••Available
Edward Jones - Financial Advisor: Seth R Willenborg, CFP®Financial Service; Legal Service—Yes(319) •••-••••Available
Hall Lending GroupFinancial Service; Legal Service—Yes(319) •••-••••Available
Chec King Payday AdvanceLoans Agency—Yes(319) •••-••••Available
J. Dean Keegan, Eric D. Tindal & Andrea Mason Attorneys At LawLaw Office; Financial Service; Legal Service—Yes(319) •••-••••Available
John Freeman CpaFinancial Service; Legal Service—Yes(319) •••-••••Available
Luneckas & Newhouse PCFinancial Service; Legal Service—Yes(319) •••-••••Available
Doug Valentine - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(319) •••-••••Available
Edward Jones - Financial Advisor: Mike RolingFinancial Service; Legal Service—Yes(319) •••-••••Available

Showing 12 of 149. Data refreshed October 2026.

The market

What Cedar Rapids's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 149 have no rating yet — prime prospects for review and reputation services.
18 (12%) have no website listed — a ready-made list for web design and SEO offers.
37% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service77
  • Financial Planner26
  • Financial Service; Legal Service; Business Service7
  • Financial Service; Legal Service; Insurance Agency6
  • Insurance Agency; Financial Service; Legal Service5
  • Business Service; Financial Service; Legal Service4

Area codes

  • (319)143
  • (800)3
  • (877)2
  • (866)1
Playbook

How to sell to financial advisors in Cedar Rapids

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Cedar Rapids financial advisors leads

How many financial advisors and lenders in Cedar Rapids, IA are in the database?
149 financial advisors and lenders in Cedar Rapids, IA, as of October 2026. 149 of them have a phone number and 41 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Cedar Rapids list of 149 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

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Other businesses in Cedar Rapids

RestaurantsBars and breweriesSalons and spasAuto repair shopsReal estate officesConsultantsEverything in Cedar Rapids →

Start calling Cedar Rapids financial advisors today

25 free credits, no card. Search "financial advisors in Cedar Rapids" and unlock your first 25 contacts.

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