Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Kendallville, IN
Every SEC-registered investment adviser representative at a firm office in Kendallville, with the firms that employ the most of them.
15 registered advisors work in Kendallville; the most are at Ami Investment Management Inc. (4). 4 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Kendallville
Advisors in Kendallville, A to Z
CFP advisors in Kendallville →- Michael D. AxelAmi Investment Management Inc. · Chartered Financial Analyst
- Jeffrey M. CrawfordEdward Jones · Certified Financial Planner, Chartered Financial Analyst
- Erica D. DekkoLPL Financial LLC · Certified Financial Planner
- Jared T. FiedlerAmi Investment Management Inc. · Certified Financial Planner
- Donald J. GuraState Farm Investment Management Corp.
- Troy V. HartmanProspera Financial Services, Inc.
- Victoria L. KuglerAmi Investment Management Inc.
- Peter D. McDonaldEquitable Advisors, LLC
- Matt ReiberJ.P. Morgan Securities LLC
- Jared RoushLPL Enterprise, LLC
- Benjamin D. ShivelyAmi Investment Management Inc. · Certified Financial Planner
- Matthew D. ShullLPL Enterprise, LLC
- Dalton L. SmithLPL Enterprise, LLC
- Gregory P. WeberThrivent Investment Management Inc.
- Hannah A. WilliamsProspera Financial Services, Inc.
Other cities in Indiana
All of Indiana →Indianapolis 1,960Carmel 660Fort Wayne 390Evansville 265Fishers 150Kokomo 139Greenwood 116Mishawaka 113Crown Point 104Lafayette 100South Bend 98Bloomington 97Merrillville 84Columbus 81Valparaiso 78Zionsville 76Granger 70Elkhart 67Terre Haute 67Noblesville 62Auburn 59New Albany 57Anderson 44Muncie 43
Questions
How many financial advisors are in Kendallville, IN?
15 investment adviser representatives are registered at firm offices in Kendallville, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Kendallville?
Ami Investment Management Inc., with 4 registered advisors in Kendallville, followed by LPL Enterprise, LLC with 3.
How do I check a financial advisor in Kendallville?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.