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.
Lafayette has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Lafayette, 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 | GETTINGS REED FINANCIAL 672 Main Street, Suite 300 Lafayette, IN, 47901 | $298,225,244 | 2085 | 5 | A Percentage of AUM, Fixed Fees |
2 | CAPITAL ADVISOR NETWORK 925 Mezzanine Drive, Suite C Lafayette, IN, 47905 | $93,598,102 | 1003 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 306757
Assets Under Management $298,225,244
No. Of Clients2085
Clients Per Financial Advisor417
GETTINGS REED FINANCIAL is a financial advisory firm situated in Lafayette, Indiana. With a nearly $298M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2085 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 297578
Assets Under Management $93,598,102
No. Of Clients1003
Clients Per Financial Advisor91
CAPITAL ADVISOR NETWORK is a financial advisory firm situated in Lafayette, Indiana. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1003 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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