Best Financial Planners in Waterloo, Iowa
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Waterloo
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-5 of 5 Financial Planners listings in Waterloo, IA · page 1 of 1
Score breakdown
- Financial Planner
- Waterloo, Iowa
- (319) 234-6885
- creativeplanning.com
Score breakdown
- Financial Planner
- Waterloo, Iowa
- (319) 232-2171
- thrivent.com
Score breakdown
- Financial Planner
- Waterloo, Iowa
- (319) 233-8476
- financialdecisionsgroup.com
Financial Decisions Group of Waterloo: FinancialDecisionsGroup.com - a great premium domain available for sale.
Score breakdown
- Financial Planner
- Waterloo, Iowa
- (319) 266-0096
- leewealthmanagement.com
Lee Wealth Management of Waterloo is a financial planner in Waterloo, IA. The firm specializes in retirement income planning, IRA and 401(k) rollovers, Social Security strategies, and investment management. Serving individuals and couples, the firm focuses on...
Score breakdown
- Financial Planner
- Waterloo, Iowa
- (319) 233-8441
- northwesternmutual.com
Northwestern Mutual - Waterloo is a Financial Planner in Waterloo, IA. They offer personalized financial plans and top-rated services, including life insurance, retirement planning, college savings plans, private wealth management, estate planning, long-term...
What the Data Shows for Financial Planners in Waterloo
60% of the 5 financial planners we measured in Waterloo reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 52, compared with an average SEO score of 77.
The average Google rating across 5 rated financial planners is 4.7.
None of the 5 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 24, 2026. What each score measures: How We Score.
BizScoreAI compares 5 financial planners in Waterloo, 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 Waterloo 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 Waterloo, Iowa does BizScoreAI track?
5 financial planners in Waterloo currently meet the profile-quality bar for this page, with an average BizScore of 64 and a top score of 77.
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. 60% of measured financial planners in Waterloo score 50 or higher.
Is being listed free?
Yes. Every financial planner in Waterloo is listed and scored for free, and claiming a listing is free too.
