WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Mishawaka, Indiana. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Mishawaka, Indiana | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Edward Camp Edward F. Camp, CFP®, CLU®, ChFC® |
3900 Edison Lakes Pkwy # 103, Mishawaka, IN 46545 |
(574) 273-0803 |
Qualifications
CRD# 2052301
FirmCRD# 25427
Series 6, 7, 24, 63
Compensation/Fee
Commissions Only, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
3900 Edison Lakes Pkwy # 103,
Mishawaka,
IN 46545
Phone Number
(574) 2730803
When it comes to retirement planning, Edward Camp sometimes views himself as more of a risk manager than anything else, typically offering products that have some market participation but also feature some built-in protection. The last market downturn really scared people, He explains, and that fear is still there. 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 (TM) 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 guess chess and financial planning have something in common, he smiles. Thinking ten moves ahead must be my specialty.
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
Grow your AUM with pre-qualified leads!
Our guide will help you select the most qualified financial advisor for your needs.
DOWNLOAD Your Free Copy
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
