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Personalized advice for portfolio size
of 100K & above
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.
Mishawaka
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
26
non-vetted advisors in your local area. These financial advisors in
Mishawaka,
Indiana
have an average of
32
years of experience.
NOTE: The list of vetted financial
advisors in
Mishawaka,
Indiana
mentioned below does 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
Mishawaka, Indiana.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Edward Camp
CFP®, CLU®, ChFC® CFD INVESTMENTS, INC 3835 Edison Lakes Parkway Suite 300, Mishawaka, IN 46545 |
32 Years | $11,000,000,000 | $250,000 | Fee-Based |
Qualifications
CRD# 2052301
Firm CRD# 25427
Series 6, 7, 24, 63
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
3835 Edison Lakes Parkway Suite 300,
Mishawaka,
IN
46545
Phone Number
574-273-0803
Because Edward is a fully independent financial advisor, he is able to truly shop the market for every available financial product and present the best options. It's a significant distinction for his clients. After working as an advisor for several major financial companies, He says, I realized my clients options were limited to those offered by my employers. I knew I could better serve people as an independent advisor. Edward has never looked back. I take advantage of my independent status, He explains, to find innovative options and then design custom investment portfolios with maximum growth potential and a minimum amount of risk. Edward has a full compliment of securities licenses: 6, 7, 24 and 63, is an Investment Advisor Representative, a CFP®, Certified Financial Planner™ Professional CLU®, Chartered Life Underwriter® ChFC®, Chartered Financial Consultant® A former publisher and Indiana State and Midwest Regional chess champion, Edward has never done anything that brings him more satisfaction than helping retirees and high net worth individuals achieve peace of mind.
I believe in a comprehensive approach to financial planning and I'm a firm believer in diversification. As an independent financial planner, I am not limited to the products and services of any one company, I can truly shop the market and present my clients with the best options in the marketplace. I make sure my clients are informed, educated, and then advised, so they can make the right choices regarding their financial future. Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 12 | 2125 | $343,616,229 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 3340 Hickory Rd, Mishawaka, IN 46545 | 574-247-7777 | |
| 4100 Edison Lakes Pkwy, Ste 200, Mishawaka, IN 46545 | 574-251-9101 | |
| 4100 Edison Lakes Pkwy, Ste 200, Mishawaka, IN 46545 | 574-251-9107 | |
| 3340 Hickory Rd, Mishawaka, IN 46545 | 574-247-7777 | |
| 515 Park Place Cir, Ste 300, Mishawaka, IN 46545 | 574-243-2673 | |
| 4100 Edison Lakes Pkwy, Ste 200, Mishawaka, IN 46545 | 574-233-9400 | |
| 4440 Edison Lakes Pkwy, Ste 200, Mishawaka, IN 46545 | 574-243-8096 | |
| 3900 Edison Lakes Pkwy, # 103, Mishawaka, IN 46545 | 574-273-0803 | |
| 4100 Edison Lakes Pkwy, Ste 200, Mishawaka, IN 46545 | 574-251-9109 | |
| 4100 Edison Lakes Parkway, Suite 200, Mishawaka, IN 46545 | 574-251-9109 |
Financial advisors in Indiana can be paid in various ways. Some advisors can charge fees based on a percentage of assets under management or a flat fee for their services. Alternatively, Some advisors use a combination of commissions and fees or earn solely earn commissions by selling financial products. It's important to understand the compensation structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.
Financial advisors in Indiana can offer a wide range of financial services including retirement planning, investment management, wealth management, estate planning, and more. By understanding your individual goals and financial situation, they can assist you in crafting a personalized financial plan and provide ongoing support as your needs evolve. By clicking on the "View full profile" button of any vetted financial advisor listed on our Indiana directory, you can access detailed information about their services, fees, credentials, and more.
How often you should meet with your financial advisor in Indiana may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.
Yes, financial advisors in Indiana are typically required to have qualifications that comply with state and federal regulations, such as holding licenses as investment advisor representatives (IARs) and often having credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. They may also be required to register with the Indiana Securities Division or the Securities and Exchange Commission (SEC), depending on their services and the amount of assets they manage. Advisors must also adhere to a fiduciary standard, which means they must act in the best interests of their clients.
To choose a trustworthy financial advisor in Indiana, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors who meet your specific needs. Additionally, seek recommendations from trusted individuals, conduct thorough research using respected regulatory bodies like FINRA and the SEC to ensure adherence to industry standards and ethics, and carefully evaluate each advisor's experience, credentials, and background before making a decision. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.
How often you should review your financial plan with your advisor in Indiana may depend on your specific situation and financial goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assess your circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.
