Craig Langhofer

Advisor at Edward Jones

Updated today

Location

New Carlisle, IN 46552

Credentials

Series 66

Industry experience

18 years

About

Craig Langhofer is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing farm rental agreements in South Bend, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

229 W Chestnut

New Carlisle, IN 46552

Most active in

Indiana · Texas

Work history

Edward Jones

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Rakesh M

CFP®, Series 63, Series 65

South Bend, IN

Mehta Money, LLC

Rakesh Mehta is the principal of Mehta Money, LLC, an independent advisory firm based in South Bend, Indiana. He holds the CFP® designation and has 22 years of industry experience. Prior to founding Mehta Money in 2018, he worked at First Heartland Consultants, Inc. and First Heartland Capital, Inc. Mehta also serves as president and insurance agent of Mehta Wealth Strategies, Inc., a related insurance and fixed annuities business. Mehta Money, LLC provides investment advisory services primarily to individual clients, as well as trusts, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, and manages relationships with third-party managers using a tailored approach based on client goals and risk tolerance.

Annuities
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Anthony G

Series 65

La Porte, IN

Gibertini, Anthony

Anthony Gibertini is a financial advisor at Gibertini, Anthony with a Series 65 designation and two years of industry experience. He also works as a firefighter for the City of La Porte, a position he has held since 2017. The firm provides general investment advice to individual investors through an interactive website, focusing on stocks, bonds, and market indices. It does not take custody of client assets or execute trades, instead offering tailored recommendations based on client suitability factors such as experience and risk tolerance.

Passive / index investing

Lance L

CFP®

South Bend, IN

Kingdom Financial

Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

General retirement planning Wealth management Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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Ronald S

CFP®, Series 63

South Bend, IN

Creative Financial Planning Advisors, Inc.

Ronald Silverman is a CFP® with over 50 years of experience in financial advising. He is the president and sole advisor at Creative Financial Planning Advisors, Inc., an independent firm based in South Bend, Indiana. His prior experience includes roles at 2W Technologies and Capital Financial Services, and he also provides income tax consulting through his CPA practice. In addition to his advisory work, he serves as CFO and part-owner of a software company specializing in job cost accounting for manufacturing businesses. Creative Financial Planning Advisors, Inc. provides discretionary portfolio management primarily to medium- to high-net-worth individuals, family groups, trusts, IRAs, corporations, business entities, and not-for-profit organizations. The firm offers a range of financial planning services and utilizes fundamental analysis and third-party research to create individualized portfolios, incorporating mutual funds, ETFs, and alternative strategies as appropriate.

General retirement planning General tax planning Retired Founder/Business Owner Widow/Widower
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Marlin S

CFP®, Series 63

South Bend, IN

Creative Financial Planning Advisors, Inc.

Marlin Schmidt is a CFP® professional with 50 years of industry experience. He is the sole advisor at Creative Financial Planning Advisors, Inc., where he has worked since 2018. Prior to that, he spent over 17 years at Questar Capital Corporation and 13 years at Questar Asset Management. Outside of his advisory role, Schmidt teaches jogging and fitness classes at Indiana University South Bend, donating his salary to the university foundation. Creative Financial Planning Advisors, Inc. provides discretionary portfolio management primarily to medium- to high-net-worth individuals and family groups, as well as trusts, IRAs, corporations, and not-for-profit organizations. The firm uses fundamental analysis and third-party research to build individualized portfolios and offers a range of financial planning services including retirement, tax, and estate planning.

General retirement planning General tax planning Retired Founder/Business Owner Widow/Widower
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Eric K

Series 63, Series 65

South Bend, IN

Kestrel Wealth Management, LLC

Eric Koselak is a financial advisor with Kestrel Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been with Kestrel Wealth Management since 2010. Kestrel Wealth Management serves individual clients, trusts, estates, small businesses, and charities, providing discretionary asset management and financial planning. The firm combines fundamental and cyclical analysis in an active management approach, including strategies such as rebalancing, tax-loss harvesting, and the use of derivatives, while maintaining policies to mitigate conflicts of interest.

Active portfolio management
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