Advisor at Best Case Financial — Greencastle, IN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
4 years
Location
Greencastle, IN 46135
Best Case Financial
Independent
Total advisors
1Clients per advisor
5 LowAvg AUM per client
$265,241 LowHNW client ratio
20% TypicalI'm Alan Skillern. I'm from a small town in west central Indiana. My goal is to help people just like I help my family. I'm a CFP® professional and I picked up my MBA while I was at Ball State.
I've decided that Best Case Financial will not be using any AI going forward. See our No A.I. Pledge: https://bestcasefinancial.com/no-ai-pledge
I've worked in a few firms but I never sold a financial product or taken a commission. I don't have any desire to push products to people who are looking to secure their family's future. I have picked up a set of skills, including: a deep knowledge of estate planning, mindfulness around taxes, and the ability to build a killer financial plan.
Best Case Financial is built around the idea of neighbors helping neighbors. I've seen too many cases of people being treated un-neighborly and I want to do my part to tip the scale in the other direction.
1%
$750 - $2,500
1% of AUM for Investment Management or $750 - $2,500 quarterly for total wealth management, based on complexity
Greencastle, IN
1013 Indianapolis Rd
Greencastle IN 46135
Advisors at this office
1
Indiana
4 years of industry experience
Best Case Financial LLC
2025 - Present • 1 year
Fillmore, IN
N/A
2024 - 2024 • 1 year
Fillmore, IN
Delta Wealth Advisors, LLC
2020 - 2023 • 3 years
Indianapolis, IN
Cortland Capital Market Services
2019 - 2020 • 1 year
Carmel, IN
N/a
2019 - 2019 • 1 year
Indianapolis, IN
Valeo Financial Advisors
2018 - 2019 • 1 year
Carmel, IN
Integrated Planning and Wealth Management
2017 - 2017 • 1 year
Carmel, IN
N/a
2010 - 2018 • 8 years
N/A, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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