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.
Kokomo has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Kokomo, Indiana have an average of 13 years of experience.
Ryan Veldhuizen
CFP®
Catalyze Wealth Management
Qualifications
CRD# 5316123
Firm CRD# 300078
Series 66
Minimum Assets Required
$500,000
Not Specified.
Fee-Based, Flat Fee, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CREATIVE FINANCIAL DESIGNS, INC. 2704 S Goyer Rd, Kokomo, IN, 46902 | $1,710,359,005 | 11616 | 145 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | SYCAMORE FINANCIAL GROUP 2713 Rockford Lane, Kokomo, IN, 46902 | $573,132,761 | 1857 | 4 | A Percentage of AUM |
3 | SMITH FINANCIAL INVESTMENT ADVISORS, INC. 1830 S. Plate St., Kokomo, IN, 46902 | $287,589,185 | 587 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 109032
Assets Under Management $1,710,359,005
No. Of Clients11616
Clients Per Financial Advisor80
CREATIVE FINANCIAL DESIGNS, INC. is a financial advisory firm situated in Kokomo, Indiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11616 clients. The team consists of 145 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 14143
Assets Under Management $573,132,761
No. Of Clients1857
Clients Per Financial Advisor464
SYCAMORE FINANCIAL GROUP is a financial advisory firm situated in Kokomo, Indiana. With a nearly $573M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1857 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 154022
Assets Under Management $287,589,185
No. Of Clients587
Clients Per Financial Advisor117
SMITH FINANCIAL INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Kokomo, Indiana. With a nearly $288M assets under management, the firm specializes in crafting personalized retirement planning solutions for 587 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.