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2712 Orchard Dr., Ste. A
Cedar Falls, IA 50613
Edward Jones- Financial Advisor: Chad E. Borsheim
I grew up in small town Decorah, Iowa in the northeast corner of the state. I am married to my wife Tammi of 18 years and we have two children (a boy named Tayler and a girl named Briesen). I am a graduate of Simpson College and a proud veteran of the United States Army Reserves.

I started at Edward Jones after my dad passed away and I was helping my mom with her finances. It was at that point when I decided I needed to help folks in their financial endeavors full time. I partner with select individuals, families, and businesses and focus on delivering tailored financial guidance and a high level of personal service. Together we will monitor your progress to make sure that you are on track or determine whether adjustments have to be made. My practice is referral-based, which allows my branch office administrator and I to dedicate all of our time to maintaining and deepening existing relationships.

I am a member of the Greater Cedar Valley Alliance in the Waterloo/Cedar Falls area and a member of the Becker Chapman Post 138 American Legion in Waterloo.

When I am not helping others, I like to travel, read nonfiction books and John Grisham novels. I also like to support the Iowa Hawkeyes, the University of Northern Iowa Panthers, and THE Iowa State Cyclones (Cyclones are my favorite though!).
211 E. San Marnan Dr.
Waterloo, Iowa 50702
Financial Architects Financial Strategy Specialist
6912 University Ave., Ste. 1
Cedar Falls, IA 50613
Financial Decisions Group
Greater Cedar Valley 2021 Campaign Investor (Silver) FDG has been locally owned since 1960 and still maintains the core values and commitment to personalized service that has earned us trust from each of our clients. We enjoy offering you the benefits of comprehensive financial information and resources in an environment of hometown service.
3013 Greyhound Dr.
Waterloo, IA 50704
Financial Designs
Financial Designs is committed to providing businesses and individuals with tools and support in working towards the realization of your financial goals.  We offer a wide range of retirement products and benefit plans, as well as life and health insurance products for both groups and individuals.  As you navigate through life, consider us your financial wingman.
323 W. 2nd St.
Cedar Falls, IA 50613
Heartland Financial Services, LTD
2302 W. 1st St., Ste. 120
Cedar Falls, IA 50613
6003 University Ave., Ste. C
Cedar Falls, IA 50613
Jacobson Financial Services
411 Clay St.
Cedar Falls, IA 50613
Kremer Kehe Inc.
501 Sycamore St., Ste. 709
Waterloo, IA 50704
Larry K. Fox & Associates
At Larry K. Fox & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc; we take the time to get to know you and your goals for the future. Then, using our dedicated team approach, we work closely with you to create a personalized plan that helps you set and reach your goals while giving you the confidence to live life brilliantly.

Our mission is to help simplify the financial lives of our clients to assist them in achieving peace of mind so they have more time to pursue the more meaningful things in life.
3404 Midway Dr.
Waterloo, IA 50701
LSB Financial
242 Tower Park Dr.
Waterloo, IA 50701
Net Worth Advisors
999 Home Plaza, Ste. 200
Waterloo, IA 50704

Our financial planning process is designed to help you make the most of your money,
no matter how much you have, so you can balance the life you want now and later.
3839 Ansborough Ave.
Waterloo, Iowa 50701
For over a quarter-century, we have been putting together strategies to help meet our clients' financial objectives. We believe that you matter. As skilled professionals we can offer a wide range of financial products and services that will be tailored to your needs. We will help you define your goals and develop strategies that will help you achieve your goals and objectives. We are committed to maintaining the highest standards of integrity and professionalism.
4901 University Ave., Ste. E
Cedar Falls, IA 50613
Principal Financial Group
Greater Cedar Valley 2021 Campaign Gold Investor
1100 Technology Pkwy.
Cedar Falls, IA 50613
At Farm Bureau Financial Services, we provide insurance and financial strategies that can help you protect what matters most. We make insurance simple so you can feel confident knowing your family, home, cars and other property are protected.
402 1/2 Main St.
Cedar Falls, Iowa 50613
Shaw Financial Services offers both investment and insurance planning. Robert Shaw and Jason Luders are Registered Reps with a combined 30 years of industry experience.  Shaw Financial is committed to actively serving the Cedar Valley through individual, community programs and partnerships with great local organizations.
2302 W. 1st St., Ste. 201H
Cedar Falls, IA 50613
Speer Financial, Inc.
531 Commercial St., Ste. 608
Waterloo, IA 50701
Thrivent Financial Midwest Group
We're Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization nearly 2.5 million members strong. We're a Fortune 500 financial services organization with the strength of more than $75 billion in assets under management. Being membership-owned, we do what's best for our members, supporting the values of faith, family, stewardship and service.
622 Progress Ave.
Waterloo, IA 50701