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Find Top Financial Advisors in Indiana

Indiana is a thriving state, boasting a diverse economy that spans agriculture, manufacturing, healthcare, and technology. However, managing your finances in such a dynamic economic environment can be challenging without the right financial guidance. This is where WiserAdvisor comes in. We're dedicated to connecting Indiana residents with vetted financial advisors who can help you achieve your financial goals and secure your financial future. By partnering with a trustworthy financial advisor in Indiana, you can benefit from personalized guidance and expertise tailored to your unique financial goals and needs. Our directory includes screened financial advisors who specialize in retirement planning, investment management, wealth management, financial planning, estate planning, and more.

Ready to start your search for a financial advisor? Browse our list of vetted financial advisors in Indiana and connect with the one that's right for you. With their help, you can create a financial plan that's tailored to your needs and achieve your financial goals with confidence.

How To Find Trusted Financial Advisors in Indiana

Indiana has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Indiana have an average of 32 years of experience.

NOTE: The list of vetted financial advisors in Indiana mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Indiana.

Qualified Financial Advisors in Indiana

VETTED
Financial Advisor
Edward CampCFP®, CLU®, ChFC®Edelman Financial Engines, LLC - tariktest3835 Edison Lakes Parkway Suite 300Mishawaka, IN 46545
Experience32 Years
AUM$15,000,000,000
Minimum Assets$250,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Indiana

Edward Camp
VETTED
Edward CampCFP®, CLU®, ChFC®
Edelman Financial Engines, LLC - tariktest
About Edward Camp
Because Edward is a fully independent financial advisor, he is able to truly shop the market for every available financial product and present the best options. It's a significant distinction for his clients. After working as an advisor for several major financial companies, He says, I realized my clients options were limited to those offered by my employers. I knew I could better serve people as an independent advisor. Edward has never looked back. I take advantage of my independent status, He explains, to find innovative options and then design custom investment portfolios with maximum growth potential and a minimum amount of risk.

Edward has a full compliment of securities licenses: 6, 7, 24 and 63, is an Investment Advisor Representative, a CFP®, Certified Financial Planner™ Professional CLU®, Chartered Life Underwriter® ChFC®, Chartered Financial Consultant® A former publisher and Indiana State and Midwest Regional chess champion, Edward has never done anything that brings him more satisfaction than helping retirees and high net worth individuals achieve peace of mind.
About Edelman Financial Engines, LLC - tariktest
I believe in a comprehensive approach to financial planning and I'm a firm believer in diversification. As an independent financial planner, I am not limited to the products and services of any one company, I can truly shop the market and present my clients with the best options in the marketplace. I make sure my clients are informed, educated, and then advised, so they can make the right choices regarding their financial future.

Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 2052301Firm CRD# 25427Series 6, 7, 24, 63
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
3835 Edison Lakes Parkway Suite 300,Mishawaka,IN 46545
Phone Number
574-273-0803

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FINRA/SEC Registered Advisors

Your Information is Safe and Secure
Firm Name
40/86 ADVISORS, INC.Carmel, IN
No. of Advisors78
AUM$26,678,534,447
No. of Clients15
Fee StructureA percentage of AUM, Performance Based
Firm Name
ONEAMERICA ASSET MANAGEMENT, LLCIndianapolis, IN
No. of Advisors37
AUM$25,872,395,406
No. of Clients10
Fee StructureA percentage of AUM, Fixed fees, Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA)
Firm Name
SANCTUARY ADVISORS, LLCIndianapolis, IN
No. of Advisors643
AUM$22,024,300,000
No. of Clients49099
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
OXFORD FINANCIAL GROUP, LTDCarmel, IN
No. of Advisors150
AUM$18,201,054,484
No. of Clients6270
Fee StructureA percentage of AUM, Fixed fees
Firm Name
SAPIENT CAPITAL LLCIndianapolis, IN
No. of Advisors56
AUM$11,439,805,300
No. of Clients5947
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
VALEO FINANCIAL ADVISORS, LLCCarmel, IN
No. of Advisors155
AUM$8,944,535,606
No. of Clients18918
Fee StructureA percentage of AUM, Fixed fees, Other (PERCENTAGE OF CLIENT NET WORTH)
Firm Name
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLCCarmel, IN
No. of Advisors42
AUM$4,946,760,100
No. of Clients2231
Fee StructureA percentage of AUM, Fixed fees
Firm Name
MJ RETIREMENTCarmel, IN
No. of Advisors11
AUM$4,412,477,143
No. of Clients314
Fee StructureA percentage of AUM, Fixed fees
Firm Name
SYM FINANCIAL ADVISORSWinona Lake, IN
No. of Advisors75
AUM$4,055,387,303
No. of Clients5346
Fee StructureA percentage of AUM, Fixed fees
Firm Name
THURSTON SPRINGER ADVISORSIndianapolis, IN
No. of Advisors68
AUM$3,957,978,217
No. of Clients4342
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Commission Based
Firm Name
WINTHROP CAPITAL MANAGEMENTCarmel, IN
No. of Advisors27
AUM$3,796,591,805
No. of Clients790
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
CX INSTITUTIONAL, LLCAuburn, IN
No. of Advisors92
AUM$3,337,998,958
No. of Clients10518
Fee StructureA percentage of AUM, Fixed fees
Firm Name
GOELZER INVESTMENT MANAGEMENTCarmel, IN
No. of Advisors36
AUM$3,159,426,779
No. of Clients1690
Fee StructureA percentage of AUM, Fixed fees
Firm Name
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLCIndianapolis, IN
No. of Advisors15
AUM$2,897,334,642
No. of Clients16
Fee StructureA percentage of AUM
Firm Name
DONALDSON CAPITAL MANAGEMENT LLCEvansville, IN
No. of Advisors61
AUM$2,677,442,196
No. of Clients1716
Fee StructureA percentage of AUM, Hourly charges, Other (A PERCENTAGE OF FEES UNDER MANAGEMENT)

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