Cross Wealth ManagementFinancial advisor in Ames, IA

Also ranked: #11 of 18 financial planners in Ames

Cross Wealth Management is a financial advisor at 2619 Northridge Pkwy, Ames, IA 50010, ranked #14 of 29 financial advisors in Ames and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Ames, IAUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (515) 233-3905 Website ↗

Key facts

Key facts about Cross Wealth Management
Address	2619 Northridge Pkwy, Ames, IA 50010Get directions
Phone	(515) 233-3905
Website	crosswealth.com
Hours	Monday to Friday: 8:30 AM – 4:30 PM
Google rating	5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name

Service area

Serves Ames and 2 towns within 25 miles: Boone and Ankeny.

Based in Ames, IAView on map

Opening hours

Opening hours for Cross Wealth Management
Day	Hours
Monday	8:30 AM – 4:30 PM
Tuesday	8:30 AM – 4:30 PM
Wednesday	8:30 AM – 4:30 PM
Thursday	8:30 AM – 4:30 PM
Friday	8:30 AM – 4:30 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Cross Wealth Management

How is Cross Wealth Management ranked in Ames?

Cross Wealth Management is ranked #14 of 29 financial advisors in Ames by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Cross Wealth Management’s hours?

Cross Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Cross Wealth Management serve?

Serves Ames and 2 towns within 25 miles: Boone and Ankeny. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Cross Wealth Management?

Cross Wealth Management has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Cross Wealth Management?

Call Cross Wealth Management on (515) 233-3905. The business is at 2619 Northridge Pkwy, Ames, IA 50010. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Cross Wealth Management compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Cross Wealth Management (this business)	—	68	5.0 (3)	No	No
Edward Jones - Financial Advisor: Tom Geist, CFP®\|CEPA®\|AAMS®	#12	69	4.8 (4)	No	No	10.9 mi
Edward Jones - Financial Advisor: Justin M Bjerke, CFP®\|ChFC®\|AAMS®\|CRPC™\|CRPS™\|AFFP®	#13	68	4.7 (15)	No	No	20.6 mi
Edward Jones - Financial Advisor: Brian D Herbel, CFP®\|CLU®\|AAMS®\|RMA®\|CKA®	#15	67	4.7 (12)	No	No	20.2 mi

See all 29 ranked financial advisors in Ames