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®, Series 66
Experience Industry experience
16 years
Location
Kokomo, IN 46901
Ausdal Financial Partners, Inc.
Multi-team
Alexandra Durham is a CFP® with 16 years of experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. since 2011. She has prior experience with Freedom Financial Group dating back to 2004. Alexandra is also a member of the Kokomo School Corporation board and serves on the Kokomo Howard County Library Board of Directors. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory services and investment options tailored at the advisor level, operating through a large network of representatives and maintaining dual registration as both an SEC-registered investment adviser and a FINRA-member broker-dealer.
Based on Ausdal Financial Partners, Inc.
Based on Ausdal Financial Partners, Inc.
Financial Planning Services fees negotiated case-by-case; maximum prepaid amount $1,200.
$0+: Negotiable, maximum annual fee not to exceed 3% All - All: Retirement Plan Advisory Program maximum annual fee 3%, fees may be fixed percentage or tiered, disclosed prior to service
Brokerage commissions, asset-based sales charges, service fees such as 12b-1 Fees, insurance commissions on sales of insurance products and annuities, separate from advisory fees.
Financial Planning fees may include hourly rates negotiated on a case-by-case basis.
Fee-only: Negotiated asset-based advisory fees, maximum 3% annually, billed monthly or quarterly, can be flat or tiered; Financial Planning fees negotiated per client, cannot exceed $1,200 prepaid more than six months in advance.
Kokomo, IN
325 N. Main Street
Kokomo IN 46901
Advisors at this office
3
Indiana · Maryland
16 years of industry experience
Ausdal Financial Partners, Inc
2011 - Present • 15 years
Davenport, IA
Freedom Financial Group
2004 - Present • 22 years
Kokomo, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Series 63, Series 66
Kokomo, IN
Smith Financial
Aaron Smith is a financial advisor at Smith Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Mercap Securities, LLC since 2014 while maintaining a long tenure with Smith Financial Corp beginning in 1993. Outside of his advisory role, Smith serves as an investment committee member for the Community Foundation of Howard County, vice president of development for the Boy Scouts of America Sagamore Council, treasurer of the Rotary Club of Kokomo, and is the proprietor of Aaron Smith Law Services. Smith Financial serves individual investors, including high net worth clients, as well as retirement plans, charitable foundations, and other institutional clients. The firm offers investment supervisory services, financial planning, retirement-plan consulting, insurance review, estate planning, and business consulting, utilizing long-term, risk-based portfolios primarily composed of mutual funds and ETFs.
CFP®, Series 65
Kokomo, IN
Smith Financial
Blake Brutus is a CFP® and holds a Series 65 license, with six years of experience in the financial services industry. He has worked at Smith Financial Investment Advisors, Inc. since 2019 and previously at Aetna-Continental Life Insurance from 2016 to 2019. Smith Financial serves individual investors, including high net worth clients, as well as retirement plans, charitable foundations, and other institutional clients. The firm offers investment supervisory services, comprehensive financial planning, retirement-plan consulting, insurance review, estate planning, and business consulting, constructing long-term, risk-based portfolios primarily using mutual funds and exchange-traded funds guided by Modern Portfolio Theory.
ChFC®, Series 63
Kokomo, IN
Smith Financial
Richard Smith is a ChFC®-designated financial advisor with 40 years of industry experience. He is president of Smith Financial Investment Advisors, Inc. and has worked at Mercap Securities, LLC since 2014. Smith is also involved as a board member and finance committee member of the Community Foundation of Howard County and participates in fundraising efforts for the YMCA of Kokomo. Smith Financial Investment Advisors, Inc. provides investment supervisory services and comprehensive financial planning to individuals, retirement plans, charitable institutions, foundations, and endowments. The firm constructs long-term, risk-based portfolios primarily using mutual funds and ETFs, employing Modern Portfolio Theory and customized portfolios to address client tax needs, cash flow, and risk tolerance.
Series 65
Kokomo, IN
SYCAMORE FINANCIAL GROUP
Frederick Matthes is a financial advisor at Sycamore Financial Group in Kokomo, IN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at CareerWise USA, Amazon Inc, Matthes Dental, and involvement with the University of Illinois Champaign-Urbana Gies School of Business. He has also contributed to the Indiana University Kokomo student newspaper. Sycamore Financial Group serves individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts, often working with closely held businesses. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, focusing on fundamental analysis and proprietary model portfolios with a long-term investment orientation.
Series 65
Kokomo, IN
Milestone Asset Management, LLC
Jared Foote is a financial advisor at Milestone Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at WealthPoint Advisors and New York Life. Milestone Asset Management provides discretionary asset management and financial planning services to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs both tactical and strategic investment approaches, utilizing internally developed and third-party model portfolios, and offers client-facing technology including consolidated performance reporting and real-time account access.
Series 63, Series 65
Kokomo, IN
Milestone Asset Management, LLC
Thomas Hayes is a financial advisor at Milestone Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Alphastar Capital Management and Brookstone Capital Management. Hayes serves as a board member for the Prepare Institute, a nonprofit organization where he also teaches retirement classes. Milestone Asset Management provides discretionary asset management and financial planning to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $690.7 million in assets and employs a combination of tactical and strategic investment approaches using both proprietary and third-party model portfolios.
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