wiseradvisor

Find Top Financial Advisors in Mishawaka, Indiana

Advisor Match Advisor Match

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 Mishawaka, Indiana
Last Updated - 08-Aug-2022

Mishawaka has 3 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 29 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
Robb A DeJonge
AIF®, LUTCF®
PRIVATE MEMBER GROUP AT NOTRE DAME FCU
2025 Edison Rd,
Suite A,
South Bend, IN 46637
25 $250 Million $250,000 Fee-Based
James Bartley (Jeb)
ChFC®, LUTCF®
CFS INC.
3945 Parnell Ave,
Fort Wayne, IN 46805
33 $30 Million + $50,000 Fee-Based

Information on Qualified Financial Advisors in Mishawaka

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 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.

About CFD Investments, Inc

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, Based on Assets, Commissions


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.

About Private Member Group at Notre Dame FCU

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


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.

About CFS Inc.

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
Fixed fees
Commision Based

    List of Additional Advisors in Mishawaka, Indiana*

    * 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
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Indiana?

      Grow your AUM with pre-qualified leads!

      join-wiseradvisor-

      Customer Reviews

      Frequently Asked Questions

      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?