Advisor at Cedar Valley Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cedar Valley Wealth Advisors
Location
Cedar Falls, IA 50613
Credentials
Series 65
Industry experience
1 year
Jake Hoppes is a financial advisor at Cedar Valley Wealth Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at Beaver Hills Country Club, Golf Lab, LLC, Structure Real Estate LLC, and Pioneer Hi-Bred International Inc. Outside of advising, he is self-employed in a non-investment related office cleaning business. Cedar Valley Wealth Advisors provides discretionary portfolio management, employee benefit plan consulting, and IRA fiduciary services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm employs a long-term, academic investment approach based on Modern Portfolio Theory, strategic asset allocation, and tax-aware implementation.
Based on Cedar Valley Wealth Advisors
Based on Cedar Valley Wealth Advisors
One-time administrative fee not to exceed $1,000 for Portfolio Management Services; one-time administrative fee up to $150 for IRA Fiduciary Advisors services; additional specified fees for account set-up, transfers, beneficiary changes, and other services
$0 - $600,000: 1.00% $600,000+: 0.50%
Client initiated contacts beyond the first hour per calendar year for Retirement Account Portfolio Management – IRA Fiduciary Advisors services charged at $100 per hour
Minimum fee: Minimum quarterly fee of $1,500 for Portfolio Management Services; minimum annual fee of $100 for Retirement Account Portfolio Management – IRA Fiduciary Advisors services Fee-only: Fees based on percentage of assets under management; no commission-based compensation; no 12b-1 fees; no performance-based fees
411 Viking Road, Suite A
Cedar Falls, IA 50613
Iowa
Cedar Valley Wealth Advisors
2026 - Present (1 year)
Cedar Valley Wealth Advisors
2024 - 2026 (2 years)
Beaver Hills Country Club
2022 - 2023 (1 year)
Golf Lab, LLC
2022 - 2023 (1 year)
Structure Real Estate LLC
2021 - 2023 (2 years)
Cedar Valley Wealth Advisors
2019 - 2024 (5 years)
Greens Keeper Lawn Service LLC
2018 - 2021 (3 years)
Pioneer Hi-Bred International Inc.
2017 - 2017 (1 year)
Pioneer Hi-Bred International Inc.
2016 - 2016 (1 year)
Hudson Community Schools
2007 - 2020 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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