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Best Financial Planners in Ottumwa, Iowa

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Claimed listings first, then by BizScore. How we score

7Financial Planners scored in Ottumwa
55Average BizScore
63Top BizScore
29%AI Visibility 50 or higher
65Average SEO score
4.7Average Google rating (4 rated)

Top Financial Planners in Ottumwa

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Showing 1-7 of 7 Financial Planners listings in Ottumwa, IA · page 1 of 1

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Edward Jones - Financial Advisor: Riley J Sheetz, CFP® website

Score breakdown

AI Visibility55
AI Ready-
SEO72
Freshness-
  • Financial Planner
  • Ottumwa, Iowa
  • (641) 682-0599
  • edwardjones.com
Category rank by BizScore: #1 of 9 Financial Planner listings in OttumwaScores updated Jun 7, 2026

#2Edward Jones - Financial Advisor: Brett A Morris

3.7 Google rating

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Edward Jones - Financial Advisor: Brett A Morris website

Score breakdown

AI Visibility55
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • Ottumwa, Iowa
  • (641) 934-3602
  • edwardjones.com
Category rank by BizScore: #3 of 9 Financial Planner listings in OttumwaScores updated Oct 22, 2026
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Northwestern Mutual of Ottumwa website

Score breakdown

AI Visibility48
AI Ready10
SEO68
Freshness100
  • Financial Planner
  • Ottumwa, Iowa
  • (641) 684-0056
  • northwesternmutual.com

Northwestern Mutual of Ottumwa: Northwestern Mutual is a Financial Planner in Ottumwa, IA. They provide personalized financial plans and top-rated services, including life insurance options such as whole life, universal life, variable universal life, and term life insurance. Northwestern...

Category rank by BizScore: #4 of 9 Financial Planner listings in OttumwaScores updated Oct 23, 2026

#4Edward Jones - Financial Advisor: David L Uehling

5.0 Google rating

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Edward Jones - Financial Advisor: David L Uehling website

Score breakdown

AI Visibility43
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Ottumwa, Iowa
  • (641) 406-6578
  • edwardjones.com

Edward Jones - Financial Advisor: David L Uehling is a Financial Planner in Ottumwa, IA. They offer wealth management services and financial planning strategies tailored to individual needs. With an outstanding rating of 5.00, they serve clients locally with...

Category rank by BizScore: #5 of 9 Financial Planner listings in OttumwaScores updated Oct 29, 2026
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Edward Jones - Financial Advisor: Amber Carroll, CFP®|AAMS®|AWMA® website

Score breakdown

AI Visibility40
AI Ready-
SEO64
Freshness-
  • Financial Planner
  • Ottumwa, Iowa
  • (641) 682-8575
  • edwardjones.com

Edward Jones - Financial Advisor: Amber Carroll, CFP®|AAMS®|AWMA® is a financial planner in Ottumwa, IA. The firm provides wealth management and financial strategies to help clients manage their wealth and build their financial futures. Serving the local...

Category rank by BizScore: #6 of 9 Financial Planner listings in OttumwaScores updated Oct 23, 2026
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Edward Jones - Financial Advisor: Anna M Gardner website

Score breakdown

AI Visibility40
AI Ready-
SEO64
Freshness-
  • Financial Planner
  • Ottumwa, Iowa
  • (641) 785-4472
  • edwardjones.com
Category rank by BizScore: #7 of 9 Financial Planner listings in OttumwaScores updated Oct 23, 2026

#7Financial Partners Inc

5.0 Google rating · 2,116 reviews

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Financial Partners Inc website

Score breakdown

AI Visibility33
AI Ready-
SEO49
Freshness-
  • Financial Planner
  • Ottumwa, Iowa
  • (641) 684-0368
  • financialpartnersinc.com
Category rank by BizScore: #8 of 9 Financial Planner listings in OttumwaScores updated Sep 17, 2026
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What the Data Shows for Financial Planners in Ottumwa

29% of the 7 financial planners we measured in Ottumwa reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 45, compared with an average SEO score of 65.

The average Google rating across 4 rated financial planners is 4.7, and the median listing has 2,116 reviews.

None of the 7 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 29, 2026. What each score measures: How We Score.

BizScoreAI compares 7 financial planners in Ottumwa, Iowa by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Ottumwa ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Ottumwa, Iowa does BizScoreAI track?

7 financial planners in Ottumwa currently meet the profile-quality bar for this page, with an average BizScore of 55 and a top score of 63.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 29% of measured financial planners in Ottumwa score 50 or higher.

Is being listed free?

Yes. Every financial planner in Ottumwa is listed and scored for free, and claiming a listing is free too.