Countryman Financial
Countryman Financial is a privately held, independent financial advisory firm in Moville, Iowa, offering holistic financial planning, securities, and insurance solutions to individuals, families, retirees, business owners, and family farms across the U.S. Midwest.
- Company typePrivate
- Founded2015
- HeadquartersMoville, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Countryman Financial does
Countryman Financial is a privately held, independent financial advisory firm headquartered in Moville, Iowa, serving individuals, families, pre-retirees, retirees, business owners, and family farms/agribusiness clients across the U.S. Midwest. The firm delivers holistic financial planning through three core service lines: Individual & Family Services, Business Services (including business succession planning), and Insurance Solutions spanning Property & Casualty, Life, Crop, and Health coverage. Securities are offered through an affiliation with Cetera Wealth Services, LLC (member FINRA/SIPC), and investment advisory services are delivered through Cetera Investment Advisers LLC, a registered investment adviser; this dual affiliation is the regulatory and operational foundation of the practice. The firm also surfaces CEPA (Certified Exit Planning Advisor) capabilities on its site, pointing to a focus on business-owner exit and succession planning.
The practice runs on third-party technology rather than proprietary systems. Client engagement is supported by AdviceWorks (client portal for account access and planning tools) and Asset-Map (a financial visualization platform that consolidates a client's full financial picture). Marketing and content delivery are operated through FMG Suite, which provides the website, educational articles, videos, and interactive financial calculators covering retirement, investment, estate, tax, insurance, and lifestyle topics. No native mobile app, API, or AI/ML systems are disclosed.
Revenue is generated through two primary streams: (1) brokerage commissions on securities transactions executed via Cetera Wealth Services, and (2) asset-based advisory fees paid to Investment Adviser Representatives at Cetera Investment Advisers, supplemented by insurance commissions across the firm's Property & Casualty, Life, Crop, and Health product lines. Pricing is not publicly disclosed and is determined through individual client engagements. The firm operates from a single office in Moville, IA, and distributes services through direct, relationship-driven advisory consultations backed by a refer-a-friend program and content-marketing channels.
Countryman Financial firmographics
Firmographics- Name
- Countryman Financial
- Legal name
- Countryman Financial
- Website
- https://countrymanfinancial.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Countryman Financial is a privately held, independent financial advisory firm in Moville, Iowa, offering holistic financial planning, securities, and insurance solutions to individuals, families, retirees, business owners, and family farms across the U.S. Midwest.
- Ownership category
- akta.pro rank
Countryman Financial industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150), All Other Financial Investment Activities (52399)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
- akta.pro secondary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where Countryman Financial is headquartered
LocationHeadquarters
- HQ city
- Moville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Countryman Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Securities brokerage services: Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. The firm provides both brokerage services (transaction-based compensation/commissions) and investment advisory services (fees based on assets under management). Registered Representatives offer brokerage services and receive transaction-based compensation, while Investment Adviser Representatives offer investment advisory services and receive fees based on assets.
- Insurance products: Provides Property and Casualty Insurance, Life Insurance, Crop Insurance, and Health Insurance through the firm. Revenue generated through insurance commissions.
- Investment advisory services: Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Investment Adviser Representatives receive fees based on assets under management.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Countryman Financial product offering
Product offeringCore offering
Countryman Financial is a holistic financial advisory firm that coordinates financial planning, investment management, and insurance solutions for clients. Securities are offered through Cetera Wealth Services, LLC (member FINRA/SIPC) and investment advisory services through Cetera Investment Advisers LLC. The firm sells Individual & Family Services, Business Services, and Insurance Solutions (Property & Casualty, Life, Crop, and Health), supported by Asset-Map for financial visualization and AdviceWorks as a client portal.
Product overview
Countryman Financial is a holistic financial planning firm offering a unified service model that combines Individual & Family Services, Business Services, and Insurance Solutions. Their core offerings are supported by client-facing tools including Asset-Map for financial visualization, AdviceWorks client portal, and an extensive Resource Center featuring educational articles, videos, and interactive financial calculators covering retirement, investment, tax, estate, insurance, and money management topics. The firm operates under Cetera Wealth Services, LLC, providing securities and investment advisory services.
Differentiator
Problem solved
Functional benefit
Products and services
- Individual & Family Services Comprehensive financial planning services for individuals and families, including financial organization, retirement planning, investment management, and a personalized plan that supports goals at every stage of life.
- Business Services Financial advisory services for business owners including business planning, long-term success preparation, and business succession planning to build and transition the business.
- Insurance Solutions Insurance coverage offerings including Property and Casualty Insurance, Life Insurance, Crop Insurance, and Health Insurance to protect clients' people, property, and future.
Companies that use Countryman Financial
Customer profileSegments4 records
Ideal customer profiles4 records
Countryman Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Countryman Financial partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
Countryman Financial competitors and assessment
Company assessmentBroad incumbents
- Cetera Financial Group: Independent broker-dealer and RIA network under which Countryman Financial operates for securities and advisory services. Provides regulatory infrastructure, product shelf, and technology that small affiliated firms like Countryman rely on.
- Raymond James Financial Services: Diversified financial services firm with a large independent advisor channel serving individuals, retirees, and small-business owners. Comparable client mix and holistic planning orientation, with substantially deeper resources.
- Waddell & Reed Financial: Diversified asset management and financial planning firm serving retail investors and financial advisors with a focus on holistic planning. Comparable in combining investment advisory with insurance and retirement planning offerings.
- Cambridge Investment Research: Independent broker-dealer and RIA supporting thousands of financial advisors nationwide with a holistic planning, multi-product offering similar to Countryman's. Functions as a direct alternative affiliation partner in the independent advisor ecosystem.
- Robert W. Baird: Midwest-based wealth management and investment bank serving individuals, families, and institutions. Comparable holistic planning model for high-net-worth individuals and business owners in the Midwest.
- LPL Financial: Largest independent broker-dealer in the US, supporting thousands of independent financial advisors with similar affiliation economics, compliance, and product access. A direct structural alternative to the Cetera model that Countryman-type firms could affiliate with.
Direct peers
- Edward Jones: Large independent financial advisory franchise operating a relationship-based model serving individuals, families, and small-business clients across rural and suburban America. Closely comparable to Countryman Financial in go-to-market (face-to-face financial planning, insurance-adjacent services) but at vastly greater scale.
- North Star Resource Group: Mid-sized independent financial services firm specializing in holistic financial planning for individuals, families, and business owners, with a strong Midwest footprint. Highly comparable service mix and advisor-led distribution model.
Regional players
- Principal Financial Group: Des Moines-headquartered financial services firm with deep Midwest roots offering retirement, investment, and insurance products to individuals and small businesses. Overlaps with Countryman's agribusiness and small-business client segments and Midwest geographic focus.
- Securian Financial: Minnesota-based insurance and financial services company with strong Midwest distribution and a focus on life insurance, retirement, and investment products. Comparable Midwest regional presence and insurance-led product mix.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Countryman Financial social profiles
Digital presenceCountryman Financial compliance and trust
Trust signalCompliance3 records
Countryman Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Countryman Financial leadership team
Management profileNumber of profiles
Profiles1 record
Countryman Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Countryman Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Countryman Financial
What does Countryman Financial do?
Countryman Financial is a holistic financial advisory firm that coordinates financial planning, investment management, and insurance solutions for clients. Securities are offered through Cetera Wealth Services, LLC (member FINRA/SIPC) and investment advisory services through Cetera Investment Advisers LLC. The firm sells Individual & Family Services, Business Services, and Insurance Solutions (Property & Casualty, Life, Crop, and Health), supported by Asset-Map for financial visualization and AdviceWorks as a client portal.
Is Countryman Financial a public or private company?
Countryman Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Countryman Financial founded?
Countryman Financial was founded in 2015. It employs 11 to 50 people.
Where is Countryman Financial based?
Countryman Financial is headquartered in Moville, United States, in the North America region.
How does Countryman Financial make money?
Three revenue lines are on record. Securities brokerage services are the primary driver. The others are insurance products and investment advisory services.
Who are Countryman Financial's main competitors?
Broad incumbents on record are Cetera Financial Group, Raymond James Financial Services, Waddell & Reed Financial, Cambridge Investment Research, Robert W. Baird and LPL Financial. Direct peers are Edward Jones and North Star Resource Group. Regional players are Principal Financial Group and Securian Financial.
Does Countryman Financial have an API?
No public API is recorded for Countryman Financial.
What industry is Countryman Financial in?
Countryman Financial's product category is Financial Advisory Services. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523940 and its SIC code is 6282.