Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Kokomo, IN
Every SEC-registered investment adviser representative at a firm office in Kokomo, with the firms that employ the most of them.
139 registered advisors work in Kokomo; the most are at Creative Financial Designs, Inc. (77). 30 list the CFP designation and 119 are also registered broker representatives.
Firms with the most advisors in Kokomo
Advisors in Kokomo, A to Z
CFP advisors in Kokomo →- Susan M. AlexanderAusdal Financial Partners, Inc.
- Orrie C. AugsburgerCreative Financial Designs, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Matthew O. BahrenburgCreative Financial Designs, Inc.
- Thomas E. BeachyCreative Financial Designs, Inc. · Certified Financial Planner
- Levi M. BessRaymond James & Associates, Inc.
- Michel L. Bess Jr.Raymond James & Associates, Inc.
- Bernard A. BouseLPL Enterprise, LLC
- Sallie J. BowerRaymond James Financial Services Advisors, Inc.
- James S. BoysCreative Financial Designs, Inc.
- Jack D. BrannanCreative Financial Designs, Inc.
- Joanne R. BroadwaterCreative Financial Designs, Inc.
- Blake W. BrutusSmith Financial · Certified Financial Planner
- William D. BrutusRaymond James Financial Services Advisors, Inc.
- Braeden S. BryantCreative Financial Designs, Inc.
- Christopher M. BuxtonCreative Financial Designs, Inc. · Certified Financial Planner
- Edward F. CampCreative Financial Designs, Inc. · Certified Financial Planner, Chartered Financial Consultant
- William J. CardwellGettings Busch Wealth Management · Certified Financial Planner
- Mac A. CarpenterCreative Financial Designs, Inc.
- Steven CarpenterCreative Financial Designs, Inc.
- Jamilee ChapmanEdward Jones
- Michelle ChristyCreative Financial Designs, Inc.
- Caleb A. ClarkCreative Financial Designs, Inc. · Certified Financial Planner
- Christin N. ClarkCreative Financial Designs, Inc.
- William D. ClarkCreative Financial Designs, Inc.
- Gary L. CloydCreative Financial Designs, Inc.
- Chris K. Cochran Sr.Creative Financial Designs, Inc.
- Jennifer N. ColeEdward Jones · Certified Financial Planner
- Jackson H. CollinsGettings Busch Wealth Management
- Sharon K. ConnerIndependent Advisor Alliance, LLC
- Christopher A. CookAmeriprise Financial Services, LLC
- Christopher L. CripeEdward Jones
- Nathan D. CruzCreative Financial Designs, Inc.
- Kirk J. DanielsAusdal Financial Partners, Inc.
- Ryan A. DeamicisCreative Financial Designs, Inc.
- John W. DeanIndependent Advisor Alliance, LLC
- Richard A. DeyoHarbour Investments, Inc.
- Abigail C. DieboltEdward Jones
- Andrew M. DrufkeCreative Financial Designs, Inc. · Certified Financial Planner
- Craig L. DunnLasalle St. Investment Advisors, L.L.C.
- Alexandra D. DurhamAusdal Financial Partners, Inc. · Certified Financial Planner
- Michael J. DusoldCreative Financial Designs, Inc. · Chartered Financial Consultant
- Brian P. EltzerothSequent Planning, LLC
- Marilee J. EngelmanCreative Financial Designs, Inc.
- Austin EnglandCreative Financial Designs, Inc. · Certified Financial Planner
- Jeffrey P. EversLPL Financial LLC
- Jared FooteMilestone Asset Management, LLC
- Benjamin P. ForgraveCreative Financial Designs, Inc.
- Wayne R. FourmanCreative Financial Designs, Inc.
- Adam FullenkampCreative Financial Designs, Inc. · Certified Financial Planner
- Kyle B. GlennCreative Financial Designs, Inc. · Certified Financial Planner
- David E. GrangerEdward Jones
- Mark GrayCreative Financial Designs, Inc.
- William L. GrossmanCreative Financial Designs, Inc. · Certified Financial Planner
- Eric D. GrzegorskiCreative Financial Designs, Inc.
- James A. GuyotCreative Financial Designs, Inc. · Certified Financial Planner
- Andrew G. HackettCreative Financial Designs, Inc.
- Kurt W. HagenmaierEdward Jones
- Douglas D. HansonCreative Financial Designs, Inc.
- Benjamin T. HarrisRaymond James Financial Services Advisors, Inc.
- Thomas B. HayesBrookstone Capital Management LLC
- Thomas A. HayesMilestone Asset Management, LLC
- Barry G. HickeyCreative Financial Designs, Inc.
- Joseph L. HidalgoCreative Financial Designs, Inc. · Chartered Financial Consultant
- Sherry A. HightCreative Financial Designs, Inc.
- Matthew J. HoltCreative Financial Designs, Inc.
- James R. Hopkins IIIAmeriprise Financial Services, LLC
- Reed A. HubbertGettings Busch Wealth Management · Chartered Financial Consultant
- Jeffrey R. HughesEdward Jones · Certified Financial Planner
- Christopher C. HullCreative Financial Designs, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Dean C. HustonKey Investment Services LLC
- Brian D. IlesGettings Busch Wealth Management
- Troy A. JerrilsCreative Financial Designs, Inc.
- Brandi S. JonesRaymond James Financial Services Advisors, Inc.
- Jason M. KendallOsaic Wealth, Inc. · Certified Financial Planner
- Andrew J. KlinkerCreative Financial Designs, Inc.
- David KurschatCreative Financial Designs, Inc. · Certified Financial Planner
- Paul A. LapointeCreative Financial Designs, Inc.
- Robert LeavittEdward Jones
- Kevin M. LewinCreative Financial Designs, Inc.
- Scott W. LucasCreative Financial Designs, Inc. · Certified Financial Planner
- Kaley A. LyonsRaymond James Financial Services Advisors, Inc.
- Mark L. MagruderCreative Financial Designs, Inc.
- Kyle M. MarburgerCreative Financial Designs, Inc. · Chartered Financial Consultant
- Frederick A. MatthesSycamore Financial Group
- Kristin N. MauldenLPL Financial LLC
- Melissa D. McFaddenOsaic Wealth, Inc.
- Amy L. McKayRaymond James & Associates, Inc.
- Paul H. Miller IICreative Financial Designs, Inc.
- Jason S. MurphyCreative Financial Designs, Inc.
- Jimm S. NidlingerCreative Financial Designs, Inc.
- Gary J. OieCreative Financial Designs, Inc.
- Jacob J. OliverCreative Financial Designs, Inc.
- Ryan D. OllarCreative Financial Designs, Inc. · Certified Financial Planner
- Bailey OwensCreative Financial Designs, Inc.
- Brent A. OwensCreative Financial Designs, Inc.
- Mickey L. OwensCreative Financial Designs, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Pietro J. PassalacquaCreative Financial Designs, Inc. · Certified Financial Planner
- Nicholas T. PateState Farm Investment Management Corp.
- Matthew D. PowlenCreative Financial Designs, Inc.
- Lisa D. RaderstorfCreative Financial Designs, Inc.
- Donna M. RayCreative Financial Designs, Inc.
- Otto E. RayCreative Financial Designs, Inc. · Certified Financial Planner
- Steven RectorEdward Jones
- Michael V. RicciRaymond James Financial Services Advisors, Inc.
- Rosemary A. RobinsonCreative Financial Designs, Inc.
- Brooke L. RockeyCreative Financial Designs, Inc.
- Christopher M. RockeyCreative Financial Designs, Inc. · Chartered Financial Consultant
- Irene F. RollandRaymond James Financial Services Advisors, Inc.
- Lawrence D. RollandRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Andrew W. RollerIndependent Advisor Alliance, LLC · Certified Financial Planner
- Neal A. RouchOsaic Wealth, Inc. · Chartered Financial Consultant
- Kevin K. RoweState Farm Investment Management Corp.
- Allison T. RumschikSycamore Financial Group · Certified Financial Planner
- Jason A. RushAmeriprise Financial Services, LLC
- Santos G. Salinas IIIEdward Jones · Certified Financial Planner
- Cole D. SchroederCreative Financial Designs, Inc.
- Evan M. SchroederCapital Client Group, Inc.
- Martin R. ShapiroCreative Financial Designs, Inc.
- Kourtney J. ShawhanIndependent Advisor Alliance, LLC
- Cole E. SilvaCreative Financial Designs, Inc.
- Craig A. SmithSycamore Financial Group · Certified Financial Planner
- D Mark SmithCreative Financial Designs, Inc.
- Richard A. SmithSmith Financial · Chartered Financial Consultant
- Jamie Smith BarberCreative Financial Designs, Inc.
- William E. SnowOsaic Wealth, Inc. · Certified Financial Planner
- Mary K. Sommers CardenHarbour Investments, Inc.
- Robert J. SooheyCreative Financial Designs, Inc.
- Kelly M. StockbergerCreative Financial Designs, Inc.
- Saeed A. SulaimanCreative Financial Designs, Inc.
- Kiersten N. TateCreative Financial Designs, Inc.
- David J. ThomasLPL Financial LLC
- Curtis L. TrainerEdward Jones
- Randy J. UmbaughCreative Financial Designs, Inc.
- Joseph VerissimoCreative Financial Designs, Inc.
- Alex C. WatkinsLPL Financial LLC
- Stephen T. WernerCreative Financial Designs, Inc.
- Matthew D. WilliamsEdward Jones
- Ryan M. WilliamsCreative Financial Designs, Inc.
- Shelbie A. WilliamsCreative Financial Designs, Inc.
Other cities in Indiana
All of Indiana →Indianapolis 1,960Carmel 660Fort Wayne 390Evansville 265Fishers 150Greenwood 116Mishawaka 113Crown Point 104Lafayette 100South Bend 98Bloomington 97Merrillville 84Columbus 81Valparaiso 78Zionsville 76Granger 70Elkhart 67Terre Haute 67Noblesville 62Auburn 59New Albany 57Anderson 44Muncie 43Chesterton 42
Questions
How many financial advisors are in Kokomo, IN?
139 investment adviser representatives are registered at firm offices in Kokomo, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 119 of them are also registered as broker representatives, and 30 list the CFP designation.
Which firm has the most financial advisors in Kokomo?
Creative Financial Designs, Inc., with 77 registered advisors in Kokomo, followed by Edward Jones with 12.
How do I check a financial advisor in Kokomo?
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.