CFS is a financial planning and registered investment advisory firm based in Indiana. We serve clients nationally, providing financial planning, tax guidance, and investment management services. We believe a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Our independent, objective approach reinforces our highest priority and fiduciary responsibility to always put our clients interests first.
CFS Inc.
3945 Parnell Ave, Fort Wayne, IN 46805
Phone: (260) 484-4246
Jeb Bartley, Registered Representative of GWN Securities, Inc and
securities offered through GWN Securities Inc., Member FINRA/SIPC
11440 N. Jog Rd, Palm Beach Gardens, FL 33418 (561) 472-2700(CFS Contact Financial Services Inc. is not an affiliate of GWN Securities Inc.
General Information |
| Firm Start Year: | 1988 | |
| No.of Employees: | 1 | |
| Gender: | Male |
| Name of Broker/Dealer: | GWN Securities |
| Number of Years with Current Firm: | 33 |
| Work Experience: | Owner of CFS Inc. Contact Financial Services Inc for 33yrs. |
| I work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
| Advisory Services Provided: | Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Education Funding and Planning |
Services |
| Investment Types: | Mutual Funds, Bonds, Options & Futures, Exchange Traded Funds (ETFs), Annuities, Insurance, Stocks |
| I can meet clients in the following ways: | At my office, At your home, At your office, Via Phone, Via Email, Our Offices, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Variable Annuity, Life, Health, Disability, Annuity, Accident |
Firm Information |
| Advisor's Number of Clients: | 250+ |
| Advisor's Number of Managed Clients: | 250+ |
| Advisor's Number of Planning Clients: | 250+ |
| Assets Managed by Advisor: | $30 Million + |
Compliance |
| Registered Representative: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $50,000 |
| Compensation Methods: | Based on Assets, Commissions |
| Fee % Based on Assets: | N/A |
| Hourly Rate: | N/A |
| Additional Details on Charges: | Will be discussed with client before hand. |
| Minimum Fee Charged for Managed Accounts: | N/A |
| Minimum Fee Charged for Hourly Planning Accounts: | N/A |
| Organization: | Crooked Lake Sandbar Music Festival Angola, IN |
| Position : | President |
| Duration : | 5/1/13-Currently holding |
| Business Finance - Business Finance |
Illinois University - IL
5/31/84-3/23/88 |
Jeb Bartley, Registered Representative of GWN Securities, Inc and securities offered through GWN Securities Inc., Member FINRA/SIPC 11440 N. Jog Rd, Palm Beach Gardens, FL 33418 (561) 472-2700(CFS Contact Financial Services Inc. is not an affiliate of GWN Securities Inc.
Independent for 33 years. Million Dollar Round Table member, President Council. Family man and relationship business vs transactional business.
Financial Planning for Businesses |
|
Per client's needs. And will be discussed at initial consultation |
Financial Planning for Individuals |
|
Per client's needs. And will be discussed at initial consultation |
Financial Advice & Consulting |
|
Per client's needs. And will be discussed at initial consultation |
 |
Mon. | 9:00 AM - 5:00 PM |
|
Tue. | 9:00 AM - 5:00 PM |
|
Wed. | 9:00 AM - 5:00 PM |
|
Thu. | 9:00 AM - 5:00 PM |
|
Fri. | 9:00 AM - 1:00 PM |
| Fort Wayne | IN and surrounding areas |
| Check | Bank Transfer |