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Find Top Financial Advisors in Kokomo, Indiana

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Kokomo, Indiana
Last Updated - 29-Sep-2022

Kokomo has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 13 non-vetted advisors in your local area. These financial advisors in Kokomo, Indiana have an average of 20 years of experience.

NOTE: The list of financial advisors in Kokomo, Indiana mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Kokomo, Indiana.

Qualified Financial Advisors in Kokomo, Indiana
Financial Advisor Experience AUM Minimum Assets Fee Structure
Ryan Veldhuizen
CFP®
CATALYZE WEALTH MANAGEMENT
550 Congressional Blvd,
Suite 115,
Carmel, IN 46032
13 Not Specified Not Specified Fee-Based
Vinny McMahon
CRPC®, CFS
EDELMAN FINANCIAL ENGINES, LLC
8555 River Road,
Suite 350,
Indianapolis, IN 46240
35 Not Specified Not Specified Fee-Based
Scott Garrigus
EDELMAN FINANCIAL ENGINES, LLC
1499 Windhorst Way, Suite 210,
Greenwood, IN 46143
12 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Kokomo

Qualifications CRD# 5316123
Series 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 550 Congressional Blvd,
Suite 115,
Carmel,
IN
46032
Phone Number 317-537-7526

Drawing on over a decade of experience serving clients, Ryan helps you coordinate and prioritize your life and wealth goals to help you confidently catalyze financial freedom. Through your Atomic Plan, Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions. Ryan is a CERTIFIED FINANCIAL PLANNER and graduate of Taylor University with a degree in Economics and Mathematics. He holds a master's degree in Personal Financial Planning and has also studied International Economics at Oxford University in England. Ryan, his wife, Kathryn, and their three kids live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the children's ministry at his family's church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West.

About Catalyze Wealth Management

To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals. This not only requires the coordination of a team of experts, but also requires leveraging the latest technology to provide you with the ongoing insights, tools, and actionable advice you need to optimize your time and pursue your life goals with confidence. We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments. The comprehensive services we provide and our fee model reflect this reality. You can learn more about the Catalyze team and the expertise we bring to your unique situation on our website.


Qualifications CRD# 1351750
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 8555 River Road,
Suite 350,
Indianapolis,
IN
46240
Phone Number 317-806-6005

Assisting clients in achieving their lifelong goals is incredibly rewarding. Outside of work, I spend time with family, stay active and take care of our home.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5555433
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1499 Windhorst Way, Suite 210,
Greenwood,
IN
46143
Phone Number 317-851-8417

I have worked in the investments and financial planning field since 2008. I knew I wanted to pursue a career in finance at an early age - both of my parents had careers in banking. I'm outgoing and enjoy helping people achieve their financial goals.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Kokomo, Indiana (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Creative Financial Designs, Inc.
2704 S Goyer Rd,
Kokomo, IN 46902
$1,916,688,922 7465 A percentage of AUM
Fixed fees
Sycamore Financial Group
2713 Rockford Lane,
Kokomo, IN 46902
$582,414,332 1203 A percentage of AUM
Hourly charges
Smith Financial Investment Advisors, Inc.
1830 S. Plate St.,
Kokomo, IN 46902
$318,780,154 586 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Kokomo, Indiana*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Chris Cook
    Inquire with Chris
    217 E Southway Blvd, Ste 105, Kokomo, IN  46902 765-453-3648
    Jason Rush
    Inquire with Jason
    217 E Southway Blvd, Ste 105, Kokomo, IN  46902 765-453-3648
    Allstate Personal Financial Representative: Dewayne Harding
    Inquire with Allstate
    3811 Southland Ave, Kokomo, IN  46902 765-453-7272
    Creative Financial Centre®
    Inquire with Creative
    2704 South Goyer Road, Kokomo, IN  46902 800-745-7776
    Edward Jones
    Inquire with Edward
    124 North Dixon Road, Kokomo, IN  46901 765-452-2392
    Edward Jones
    Inquire with Edward
    2100 South Washington, Kokomo, IN  46902 765-456-3921
    Edward Jones
    Inquire with Edward
    190 Southway Boulevard E, Kokomo, IN  46902 765-453-2479
    Edward Jones
    Inquire with Edward
    116 S Buckeye, Kokomo, IN  46901 765-854-0125
    Edward Jones
    Inquire with Edward
    1542 S Dixon Road, Suite J, Kokomo, IN  46902 765-452-0112
    Edward Jones
    Inquire with Edward
    2985 S Webster St, Kokomo, IN  46902 765-450-5301
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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