wiseradvisor


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