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Find Retirement Advisors for Retirement Planning in South Bend, Indiana
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.
Finding the Best Retirement Planners in South Bend, Indiana
Last Updated - April 13, 2024South Bend 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 South Bend, Indiana have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in South Bend, Indiana
VERIFIEDEdward Camp
CFP®, CLU®, ChFC®
CFD Investments, Inc
Qualifications
CRD# 2052301
Firm CRD# 25427
Series 6, 7, 24, 63
Minimum Assets Required
$250,000
Advisory Services:
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.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDWesley Kotys
CFP®, AAMS®
Kotys Wealth Professionals
Qualifications
CRD# 4051934
Firm CRD# 168156
Minimum Assets Required
$500,000
Advisory Services:
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.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in South Bend, Indiana (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CERES PARTNERS, LLC 806 Howard St, Suite 200 South Bend, IN, 46617 | $1,549,184,975 | 5 | 21 | A Percentage of AUM, Performance Based |
| 2 | WALTER KEENAN WEALTH MANAGEMENT 202 S. Michigan St., Suite 910 South Bend, IN, 46601 | $717,482,609 | 324 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | KESTREL WEALTH MANAGEMENT, LLC 201 S. Main Street, Suite 503 South Bend, IN, 46601 | $108,416,064 | 67 | 1 | A Percentage of AUM |
Information on Top Retirement Planning firms in South Bend, Indiana
QualificationsFirm CRD# 290937
Assets Under Management $1,549,184,975
No. Of Clients5
Clients Per Financial Advisor0
CERES PARTNERS, LLC is a financial advisory firm situated in South Bend, Indiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 104838
Assets Under Management $717,482,609
No. Of Clients324
Clients Per Financial Advisor81
WALTER KEENAN WEALTH MANAGEMENT is a financial advisory firm situated in South Bend, Indiana. With a nearly $717M assets under management, the firm specializes in crafting personalized retirement planning solutions for 324 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 153503
Assets Under Management $108,416,064
No. Of Clients67
Clients Per Financial Advisor67
KESTREL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in South Bend, Indiana. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 67 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Carmel, Indiana
- Retirement Planners in Evansville, Indiana
- Retirement Planners in Mishawaka, Indiana
- Retirement Planners in Valparaiso, Indiana
Looking for more choices? Use our free match service to compare retirement planners serving your area.