Financial advisors in South Bend, IN

93 match · page 1 of 4

Andrew Lynch
Financial advisor at Walter Keenan Wealth Management
Walter Keenan Wealth Management · $983.3M AUM
CFP®VerifiedFinancial planning
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Bernard Packard
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Christin Rose
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Daniel Gryp
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Eric Ytterberg
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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James Sawdon
Financial advisor at Walter Keenan Wealth Management
Walter Keenan Wealth Management · $983.3M AUM
CFP®VerifiedFinancial planning
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Jonathan Kintner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Joseph Catanzarite
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
CFP®VerifiedFinancial planning
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Joseph Cramer
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Lance Ludwig
Financial advisor at Kingdom Financial
Kingdom Financial · $6.9M AUM
CFP®VerifiedFinancial planning
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Leo Priemer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Marlin Schmidt
Financial advisor at Creative Financial Planning Advisors, Inc.
Creative Financial Planning Advisors, Inc. · $30.4M AUM
CFP®VerifiedFinancial planning
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Matthew Cotton
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Rakesh Mehta
Financial advisor at Mehta Money, LLC
Mehta Money, LLC · $638K AUM
CFP®Verified
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Ronald Silverman
Financial advisor at Creative Financial Planning Advisors, Inc.
Creative Financial Planning Advisors, Inc. · $30.4M AUM
CFP®VerifiedFinancial planning
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Ryan Koselak
Financial advisor at Kestrel Wealth Management, LLC
Kestrel Wealth Management, LLC · $143.9M AUM
CFP®Verified
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Shawn Stevens
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Spivey
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Tanner Watson
Financial advisor at Walter Keenan Wealth Management
Walter Keenan Wealth Management · $983.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tim Huber
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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William Strafford
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda Bontrager
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Amanda Myers
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Anthony Catanzarite
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
VerifiedFinancial planning
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Barbara Obrochta
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Beverly Ainsley
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Billie Treber
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Brandelyn Rodriguez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Brian Jackson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryant Voeson
Financial advisor at Walter Keenan Wealth Management
Walter Keenan Wealth Management · $983.3M 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 South Bend, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in South Bend, IN.

How this list works

Before you hire an advisor in South Bend, IN