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.
Merrillville has 4 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 Merrillville, Indiana have an average of 30 years of experience.
Wesley Kotys
CFP®, AAMS®
Kotys Wealth Professionals
Qualifications
CRD# 4051934
Firm CRD# 168156
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Allworth Financial
AIF®, BFA", CDFA", RFC®
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | STRATEGIQ FINANCIAL GROUP, LLC 101 East 90th Drive, Suite A Merrillville, IN, 46410 | $1,518,782,139 | 3322 | 28 | A Percentage of AUM, Fixed Fees, Other (SUBSCRIPTION FEE - INTERACTIVE WEALTH MANAGEMENT PORTAL SERVICE) |
2 | GEHRIG CAPITAL MANAGEMENT, INC. 8001 Broadway, Suite 200 Merrillville, IN, 46410-5546 | $135,000,000 | 791 | 5 | A Percentage of AUM |
QualificationsFirm CRD# 144287
Assets Under Management $1,518,782,139
No. Of Clients3322
Clients Per Financial Advisor119
STRATEGIQ FINANCIAL GROUP, LLC is a financial advisory firm situated in Merrillville, Indiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3322 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 123250
Assets Under Management $135,000,000
No. Of Clients791
Clients Per Financial Advisor158
GEHRIG CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Merrillville, Indiana. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 791 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.