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Financial ADVSR advisor directory · SEC adviser records

Financial Planning Services financial advisors in Fort Wayne, IN

Every SEC-registered investment adviser representative at a Financial Planning Services office in Fort Wayne, A to Z.

7 registered advisors work at Financial Planning Services in Fort Wayne, out of 7 at the firm nationwide; it ranks number 18 in the city by advisors. 3 list the CFP designation and 7 are also registered broker representatives.

Financial Planning Services advisors in Fort Wayne, A to Z

Every Financial Planning Services advisor →

Financial Planning Services advisors in every city and state →Financial Planning Services: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Fort Wayne

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Edward Jones 26LPL Financial LLC 26Ameriprise Financial Services, LLC 22Cetera Investment Advisers LLC 17Wells Fargo Advisors Financial Network, LLC 16Phillips Financial 15Raymond James Financial Services Advisors, Inc. 14Vestia Personal Wealth Advisors 14Osaic Wealth, Inc. 13J.P. Morgan Securities LLC 11Merrill Lynch, Pierce, Fenner & Smith Incorporated 11Howard Bailey Securities, LLC 10

Questions

How many financial advisors does Financial Planning Services have in Fort Wayne?

7 investment adviser representatives are registered at Financial Planning Services offices in Fort Wayne, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.

Is Financial Planning Services one of the largest advisor employers in Fort Wayne?

Financial Planning Services ranks number 18 in Fort Wayne by registered advisors; Edward Jones has the most, with 26.

How do I check a Financial Planning Services advisor 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, 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. Weighing a move? Compare payouts by firm or value a recruiting offer.