Financial ADVSR advisor directory · SEC adviser records
Vestia Personal Wealth Advisors financial advisors in Fort Wayne, IN
Every SEC-registered investment adviser representative at a Vestia Personal Wealth Advisors office in Fort Wayne, A to Z.
The short answer
14 registered advisors work at Vestia Personal Wealth Advisors in Fort Wayne, out of 21 at the firm nationwide; it ranks number 8 in the city by advisors. 5 list the CFP designation and 4 are also registered broker representatives.
Vestia Personal Wealth Advisors advisors in Fort Wayne, A to Z
Every Vestia Personal Wealth Advisors advisor →- Emma Y. BontragerInvestment adviser rep
- Jennifer A. ChatfieldChartered Financial Consultant · Also a broker rep
- Andrea M. FletcherCertified Financial Planner · Also a broker rep
- Forrest M. FriedowInvestment adviser rep
- Lindsey M. HansonAlso a broker rep
- Kameron J. HelmuthCertified Financial Planner
- Christina KingInvestment adviser rep
- Thomas S. MartinCertified Financial Planner
- Nikole L. MiddletonInvestment adviser rep
- Lauren L. OschmanCertified Financial Planner · Also a broker rep
- Bradlee M. QuickInvestment adviser rep
- Brandon S. SickmillerInvestment adviser rep
- Colin D. SnyderInvestment adviser rep
- Michael W. TrentCertified Financial Planner
Vestia Personal Wealth Advisors advisors in every city and state →Vestia Personal Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Vestia Personal Wealth Advisors advisors in other cities
Indianapolis, IN 2Nashville, TN 2Annapolis, MD 1Gretna, NE 1St Louis, MO 1
Other firms in Fort Wayne
All Fort Wayne advisors →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. 14Osaic Wealth, Inc. 13J.P. Morgan Securities LLC 11Merrill Lynch, Pierce, Fenner & Smith Incorporated 11Howard Bailey Securities, LLC 10Northwestern Mutual Investment Services, LLC 10
Questions
How many financial advisors does Vestia Personal Wealth Advisors have in Fort Wayne?
14 investment adviser representatives are registered at Vestia Personal Wealth Advisors offices in Fort Wayne, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 21 nationwide. 5 list the CFP designation and 4 are also registered as broker representatives.
Is Vestia Personal Wealth Advisors one of the largest advisor employers in Fort Wayne?
Vestia Personal Wealth Advisors ranks number 8 in Fort Wayne by registered advisors; Edward Jones has the most, with 26.
How do I check a Vestia Personal Wealth Advisors 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 Vestia Personal Wealth Advisors 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.