Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Elkhart has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Elkhart, Indiana have an average of 32 years of experience.
Edward Camp
CFP®, CLU®, ChFC®
CFD Investments, Inc
Qualifications
CRD# 2052301
Firm CRD# 25427
Series 6, 7, 24, 63
Minimum Assets Required
$250,000
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.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | GUIDANCE INVESTMENT ADVISORS, LLC 3140 Windsor Court, Elkhart, IN, 46514 | $283,455,897 | 423 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 154644
Assets Under Management $283,455,897
No. Of Clients423
Clients Per Financial Advisor85
GUIDANCE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Elkhart, Indiana. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 423 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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