Financial Planning Services

Tel: 260-469-3218

6920 Pointe Inverness Way
Ste 170
Fort Wayne, Indiana 46804

General Information

Services:		Financial Planning, Portfolio Management for Individuals, Educational seminars/workshops
Fee Structure:		A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:		121034
SEC#:		801-123630
No. of Clients:		591

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Disclosure

* Financial Advisors in our network may be dually registered advisors; in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers. ** We pre-screen advisors for experience, advisor compensation (fee-based or fee-only), licensing and disclosures with SEC/FINRA. By using this site you agree to our terms of service.