Financial advisors in Kokomo, IN

32 match · page 1 of 2

Alexandra Durham
Financial advisor at Ausdal Financial Partners, Inc.
Ausdal Financial Partners, Inc. · $3.73B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Allison Rumschik
Financial advisor at Sycamore Financial Group
Sycamore Financial Group · $787.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Roller
Financial advisor at Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC · $17.23B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Blake Brutus
Financial advisor at Smith Financial
Smith Financial · $456.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Akers
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brent Yard
Financial advisor at Sycamore Financial Group
Sycamore Financial Group · $787.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caleb Clark
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Buxton
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Smith
Financial advisor at Sycamore Financial Group
Sycamore Financial Group · $787.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Kurschat
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Edward Camp
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Guyot
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared Houseman
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Kendall
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Hughes
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Cole
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Keeling
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kent Lalonde
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kylie Hays
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lawrence Rolland
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Graef
Financial advisor at Inspire Investing, LLC
Inspire Investing, LLC · $3.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mickey Owens
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Orrie Augsburger
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Otto Ray
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Pietro Passalacqua
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Kretz
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Santos Salinas
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Neustaedter
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Beachy
Financial advisor at Creative Financial Designs, Inc.
Creative Financial Designs, Inc. · $2.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Cardwell
Financial advisor at Gettings Busch Wealth Management
Gettings Busch Wealth Management · $541.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Kokomo, 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 Kokomo, IN.

How this list works

Before you hire an advisor in Kokomo, IN