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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Portage, IN

Every SEC-registered investment adviser representative at a firm office in Portage, with the firms that employ the most of them.

10 registered advisors work in Portage; the most are at Fifth Third Securities, Inc. (3). 0 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Portage

FirmAdvisors in Portage
Fifth Third Securities, Inc.3
Edward Jones news2
First Heartland Consultants, Inc.2
Allstate Financial Advisors, LLC1
J.P. Morgan Securities LLC news1
U.S. Bancorp Advisors, LLC1

Advisors in Portage, A to Z

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Other cities in Indiana

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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 Portage, IN?

10 investment adviser representatives are registered at firm offices in Portage, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Portage?

Fifth Third Securities, Inc., with 3 registered advisors in Portage, followed by Edward Jones with 2.

How do I check a financial advisor in Portage?

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.