Financial advisors in Elkhart, IN

72 match · page 2 of 3

Earl Brown-Orth
Financial advisor at Pathway Asset & Tax Advisory
Pathway Asset & Tax Advisory
Verified
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Easton Dahlgren
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Elizabeth Borger
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Erik Jaques Rosales
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Erika Halliwill
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Faiz Khoja
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Greg Emmack
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Gretchen Summe
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Hector Vargas Forero
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Heidi Green
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Jacob Peattie
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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James Burkert
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Joel Hawkins
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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John Beck
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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John McSorley
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
VerifiedFinancial planning
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Kenton Fervida
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Kristen Jones
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Laura Compliment
Financial advisor at United Capital Financial Advisors
United Capital Financial Advisors · $24.65B AUM
VerifiedFinancial planning
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Leslie Navarre
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Lyndsay Hemmick
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Marvin Hardiman
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
Verified
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Maureen Teunissen
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
VerifiedFinancial planning
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Melvin Jacobson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Michael Griggs
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
VerifiedFinancial planning
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Patrick Leon
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Richard Horner
Financial advisor at Atlantis Wealth Advisors LLC
Atlantis Wealth Advisors LLC · $150.2M AUM
VerifiedFinancial planning
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Robert Decker
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Robyn Smeltzer
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
VerifiedFinancial planning
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Rustomji Dubash
Financial advisor at Transamerica Retirement Advisors, LLC
Transamerica Retirement Advisors, LLC · $18.83B AUM
Verified
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Samantha Ultreras
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Elkhart, IN

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Elkhart, IN.

How this list works

Before you hire an advisor in Elkhart, IN