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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Fort Wayne, IN

Every SEC-registered financial advisor at a firm office in Fort Wayne who lists the Chartered Financial Analyst designation, A to Z.

5 CFA charterholders work in Fort Wayne; the most are at Monarch Capital Management Inc. (2). 0 are also registered broker representatives.

CFA advisors in Fort Wayne, A to Z

Every advisor in Fort Wayne →

Firms with the most CFA charterholders in Fort Wayne

Monarch Capital Management Inc. 2Oneascent Financial Services LLC 1Phillips Financial 1Strategence Capital LLC 1Sym Financial Advisors 1

CFA advisors in other Indiana cities

All of Indiana →

Carmel 39Indianapolis 34Columbus 5Evansville 5Hammond 5Auburn 3

Questions

How many CFA financial advisors are in Fort Wayne, IN?

5 SEC-registered investment adviser representatives at firm offices in Fort Wayne, Indiana list the CFA designation; Monarch Capital Management Inc. employs the most of them (2).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Fort Wayne?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.