Financial advisors in Schererville, IN

22 advisors

Adam Robertson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Daniel Bakker
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
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Gene Witt
Financial advisor at Optimized Capital LLC
Optimized Capital LLC · $62.6M AUM
CFP®VerifiedFinancial planning
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Brian Smith
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
VerifiedFinancial planning
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David Bonifield
Financial advisor at Optimized Capital LLC
Optimized Capital LLC · $62.6M AUM
VerifiedFinancial planning
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Deborah Cundiff
Financial advisor at Prosperity Capital Advisors
Prosperity Capital Advisors · $4.39B AUM
VerifiedFinancial planning
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Douglas Santefort
Financial advisor at Santefort Investment Group, LLC
Santefort Investment Group, LLC · $108.1M AUM
VerifiedFinancial planning
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Gregory Hammer
Financial advisor at Prosperity Capital Advisors
Prosperity Capital Advisors · $4.39B AUM
VerifiedFinancial planning
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Heidi McCarthy
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Howard Holmes
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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John Lyon
Financial advisor at Lyon Capital Management, LLC
Lyon Capital Management, LLC · $94.8M AUM
VerifiedFinancial planning
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Joseph Zuccarelli
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Louis Cain
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Melanie Chakos
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
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Nathan Deedrick
Financial advisor at First Advisors National, LLC
First Advisors National, LLC · $505.9M AUM
VerifiedFinancial planning
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Patricia Austgen
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Richard Dunnett
Financial advisor at Prosperity Capital Advisors
Prosperity Capital Advisors · $4.39B AUM
VerifiedFinancial planning
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Samantha Mardyla
Financial advisor at Lyon Capital Management, LLC
Lyon Capital Management, LLC · $94.8M AUM
VerifiedFinancial planning
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Scott Luecke
Financial advisor at Prosperity Capital Advisors
Prosperity Capital Advisors · $4.39B AUM
VerifiedFinancial planning
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Thomas Dinges
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Timothy McKenna Jr
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
VerifiedFinancial planning
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Victor Dimaggio
Financial advisor at Crescent Advisor Group, Inc.
Crescent Advisor Group, Inc. · $344.4M AUM
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 Schererville, 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 Schererville, IN.

How this list works

Before you hire an advisor in Schererville, IN