Financial ADVSR advisor directory · SEC adviser records
Financial Planning Services financial advisors in Indiana
Every SEC-registered investment adviser representative at a Financial Planning Services office in Indiana, by city and A to Z.
The short answer
7 registered advisors work at Financial Planning Services in Indiana, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Fort Wayne (7). 3 list the CFP designation and 7 are also registered broker representatives.
Financial Planning Services advisors by city in Indiana
Every firm in Indiana →Financial Planning Services advisors in Indiana, A to Z
Search by name →- Andrew P. BarnesFort Wayne
- Noah A. BuehnerFort Wayne
- Robert R. MackeFort Wayne
- Cody J. RobinsonFort Wayne · Certified Financial Planner
- Jacob A. SchmidtFort Wayne · Certified Financial Planner
- Kenneth P. SchmidtFort Wayne · Certified Financial Planner, Chartered Financial Consultant
- Benjamin P. VandenbergheFort Wayne
Financial Planning Services advisors in every state →Financial Planning Services: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Financial Planning Services financial advisors are in Indiana?
7 investment adviser representatives are registered at Financial Planning Services offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.
Where in Indiana does Financial Planning Services have the most advisors?
Fort Wayne, with 7. Financial Planning Services has advisors in 1 city in Indiana.
How do I check a Financial Planning Services advisor in Indiana?
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, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Financial Planning Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.