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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
25
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 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®, ChFC®, CLU® CFD INVESTMENTS, INC 3835 Edison Lakes Parkway Suite 300, Mishawaka, IN 46545 |
31 | $110,000,000.00 | Not Specified | Fee-Based |
| James Bartley (Jeb)
ChFC®, LUTCF® CFS INC. 3945 Parnell Ave, Fort Wayne, IN 46805 |
33 | $30 Million + | $50,000 | Fee-Based |
Qualifications
CRD# 2052301
Firm CRD# 25427
Series 6, 7, 24, 63
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
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 (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 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# 2675091
Firm CRD# 657789
Series 6, 63
Compensation/Fee Fee-Based, Based on Assets, Commissions
Office Location
3945 Parnell Ave,
Fort Wayne,
IN
46805
Phone Number
260-484-4246
Independent for 33 years. Million Dollar Round Table member, President Council. Family man and relationship business vs transactional business.
CFS is a financial planning and registered investment advisory firm based in Indiana. We serve clients nationally, providing financial planning, tax guidance, and investment management services. We believe a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the financial planning process. Our independent, objective approach reinforces our highest priority and fiduciary responsibility to always put our clients interests first. CFS Inc. 3945 Parnell Ave, Fort Wayne, IN 46805 Phone: (260) 484-4246 Jeb Bartley, Registered Representative of GWN Securities, Inc and securities offered through GWN Securities Inc., Member FINRA/SIPC 11440 N. Jog Rd, Palm Beach Gardens, FL 33418 (561) 472-2700(CFS Contact Financial Services Inc. is not an affiliate of GWN Securities Inc.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, 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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