Karla
Hoppes
Cedar Valley Wealth Advisors
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About this Advisor
Karla Hoppes is a financial advisor based in Cedar Falls, Iowa, working with Cedar Valley Wealth Advisors. Karla has previously held a position at Cedar Valley Wealth Advisors. Karla has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Karla is part of Cedar Valley Wealth Advisors, which operates out of Cedar Falls, Iowa. The firm has 2 employees and manages assets totaling $150.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Cedar Valley Wealth Advisors includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cedar Valley Wealth Advisors Brokerage Details
$150,105,472
2
298
$503,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Karla Hoppes Work History
Cedar Valley Wealth Advisors
Disclosures
Please visit the SEC profile of Karla Hoppes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cedar Valley Wealth Advisors
Cedar Falls, IA
Cedar Falls, IA
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