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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
26
non-vetted advisors in your local area. These financial advisors in
Mishawaka, Indiana
have an average of
28
years of experience.
NOTE: The list of financial
advisors in
Mishawaka, 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
Mishawaka, Indiana.
| Qualified Financial Advisors 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 | $110,000,000.00 | Not Specified | Fee-Based |
| Robb A DeJonge
LUTCF®, AIF® PRIVATE MEMBER GROUP AT NOTRE DAME FCU 2025 Edison Rd, Suite A, South Bend, IN 46637 |
25 | $250 Million | $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
Qualifications
CRD# 2912462
Firm CRD# 6413
Series 7, 24, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
2025 Edison Rd,
Suite A,
South Bend,
IN
46637
Phone Number
574-400-4786
Robb assists clients in all aspects of financial planning, including retirement, business, estate, charitable giving, asset allocation and risk management. He earned his Bachelor of Science from Indiana University in 1992 and has been helping individuals and their families since 1997. Robb is an Accredited Investment Fiduciary® (AIF®), he currently holds the Life Underwriting Training Council Fellow® (LUTCF®) designation and is a member of the National Association of Insurance and Financial Advisors. Robb is a lifelong resident of Michiana and currently lives in Niles, Michigan with his wife, Kymm. When he is not working, he enjoys traveling with Kymm, playing golf and spending time with his family, especially his new grandson.
At the Private Member Group, we weave the entire financial package together. From everyday banking, wealth management, and retirement planning to college saving plans, we work with you to create a personal plan designed around your individual goals. We have been proudly serving our clients for over 70 years.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Top Financial Advisor Firms in Mishawaka, Indiana (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| HILLTOP WEALTH SOLUTIONS
527 Park Place , Suite 100, Mishawaka, IN 46545 |
$343,616,229 | 2125 |
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 |
| Bruce M Mc Court Inquire with Bruce |
3340 Hickory Rd, Mishawaka, IN 46545 | 574-247-7777 |
| Ann M Perri Inquire with Ann |
4100 Edison Lakes Pkwy, Ste 200, Mishawaka, IN 46545 | 574-251-9101 |
| Brian Guy Inquire with Brian |
4100 Edison Lakes Pkwy, Ste 200, Mishawaka, IN 46545 | 574-251-9107 |
| Nicholas Raymond Powers Inquire with Nicholas |
3340 Hickory Rd, Mishawaka, IN 46545 | 574-247-7777 |
| David Kotecki Inquire with David |
515 Park Place Cir, Ste 300, Mishawaka, IN 46545 | 574-243-2673 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
4100 Edison Lakes Pkwy, Ste 200, Mishawaka, IN 46545 | 574-233-9400 |
| Michael K Jones Inquire with Michael |
4440 Edison Lakes Pkwy, Ste 200, Mishawaka, IN 46545 | 574-243-8096 |
| Edward F Camp, CFP, CLU, ChFC Inquire with Edward |
3900 Edison Lakes Pkwy, # 103, Mishawaka, IN 46545 | 574-273-0803 |
| Terry Allen Dirrim Inquire with Terry |
4100 Edison Lakes Pkwy, Ste 200, Mishawaka, IN 46545 | 574-251-9109 |
| Lake Michigan Group Inquire with Lake |
4100 Edison Lakes Parkway, Suite 200, Mishawaka, IN 46545 | 574-251-9109 |
Grow your AUM with pre-qualified leads!
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