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
Series 63, Series 65
Experience Industry experience
14 years
Location
Roanoke, IN
Valic Financial Advisors
Enterprise
Kathleen Sparrow is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services Corporation, Voya Financial Partners, and Lincoln Financial Advisors Corporation. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.
Based on Valic Financial Advisors
Based on Valic Financial Advisors
Financial planning and consulting services available on a flat fee basis (specific amounts not stated)
$0 - $250,000: 0.90% Advisory Fee, 0.63% Platform Fee, 0.08% - 0.60% Manager Fee $250,000 - $500,000: 0.75% Advisory Fee, 0.44% Platform Fee, 0.08% - 0.60% Manager Fee $500,000 - $1,000,000: 0.65% Advisory Fee, 0.32% Platform Fee, 0.08% - 0.60% Manager Fee $1,000,000 - $2,000,000: 0.55% Advisory Fee, 0.31% Platform Fee, 0.08% - 0.60% Manager Fee $2,000,000 - $5,000,000: 0.45% Advisory Fee, 0.30% Platform Fee, 0.08% - 0.60% Manager Fee $5,000,000 - $10,000,000: 0.35% Advisory Fee, 0.29% Platform Fee, 0.08% - 0.60% Manager Fee $10,000,000 - $25,000,000: 0.35% Advisory Fee, 0.27% Platform Fee, 0.08% - 0.60% Manager Fee $25,000,000+: 0.35% Advisory Fee, 0.25% Platform Fee, 0.08% - 0.60% Manager Fee
Broker-dealer commissions available separately for brokerage accounts
Financial planning and consulting services offered on hourly basis (specific rates not stated)
Subscription basis financial planning available (specific amounts not stated)
Account minimum: $250,000 Minimum fee: $150 annual minimum account fee assessed quarterly as $37.50 per quarter if quarterly fees do not meet this minimum Fee-only: Advisory fees only; no commissions for advisory services
Roanoke, IN
Roanoke IN
Advisors at this office
1
Indiana
14 years of industry experience
Valic Financial Advisors
2025 - Present • 1 year
Houston, TX
Nationwide Investment Services Corporation
2022 - 2025 • 3 years
Columbus, OH
Voya Financial Partners, LLC
2021 - 2022 • 1 year
Fort Wayne, IN
Voya Financial
2021 - 2022 • 1 year
Fort Wayne, IN
Lincoln Financial Advisors Corporation
2016 - 2021 • 5 years
Fort Wayne, 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:
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.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Fort Wayne, IN
DentVest LLC
Ryan Fisher is a financial advisor with DentVest LLC in Fort Wayne, IN. He holds the CFP® designation and Series 63 license, with eight years of industry experience. Prior to founding DentVest, he worked at White Coat Wealth Management and Old National Wealth Management. Fisher also serves as a part-time CFO for a dental practice. DentVest is a small, state-registered independent advisory firm serving individual clients, pension and profit-sharing plans, and charitable organizations. The firm employs a primarily passive, model-driven investment approach using third-party models and technology platforms, complemented by comprehensive financial planning services.
CFP®, Series 63, Series 65
Fort Wayne, IN
Krouse Stureman & Associates, Inc.
Antony Stureman is a CFP® with 28 years of industry experience, currently serving as the sole advisor at Krouse Stureman & Associates, Inc. He has previously worked at FSC Securities Corp and has long-standing ownership roles at Krouse Kern Wealth Management, Inc. and KK Risk Management, LLC, an insurance agency where he is a licensed life, health, and LTC agent. Krouse Stureman & Associates offers personalized financial planning and investment advisory services to individuals, high-net-worth families, and institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a Modern Portfolio Theory-based approach focusing on asset allocation, diversification, and using passively managed institutional-class mutual funds, managing portfolios primarily on a discretionary basis through independent custodians.
CFP®, Series 66
Fort Wayne, IN
Gilbert Wealth
Steven Gilbert is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Gilbert Wealth, an independent firm he has led since 2021. Prior to founding Gilbert Wealth, he worked at CX Institutional, CPM Group, and Ameriprise Financial Services, Inc. Gilbert Wealth offers comprehensive financial planning and investment management primarily for individual and high-net-worth clients. The firm’s investment strategy focuses on passive management using index funds, ETFs, and third-party managers, with options for direct indexing and tax-loss harvesting integrated into ongoing financial planning.
CFP®, Series 63, Series 65
Fort Wayne, IN
Bassett Financial Advisors
Martin Bassett is a CFP®-certified financial advisor with 20 years of industry experience. He has led Bassett and Associates Retirement Planning Services, Inc. since 2014 and currently operates Bassett Financial Advisors in Fort Wayne, IN. Bassett Financial Advisors provides discretionary asset management and financial planning to individuals, trusts, and estates. The firm employs a tactical asset allocation strategy primarily using exchange-traded products, managing portfolios on a discretionary basis through third-party model marketplaces and custodial platforms, with financial planning as a key input to investment decisions.
Series 63, Series 65
Fort Wayne, IN
Buffalo Capital Advisors LLC
John Nuechterlein is an investment advisor at Buffalo Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howard Bailey Securities and Mass Mutual Investors Services. Outside of advising, he is an independent licensed insurance agent. Buffalo Capital Advisors offers portfolio management and financial planning services to individuals and high-net-worth clients, using a multi-method investment approach tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary account management and accepts hourly financial planning fees.
Series 66
Fort Wayne, IN
Bond Bell & Co.
Bond Munroe Bell is the sole advisor at Bond Bell & Co., an independent firm based in Fort Wayne, IN. He holds the Series 66 designation and has 21 years of industry experience, including prior roles at Cetera, VOYA Financial Advisors, and Scott & Stringfellow. Bell is also the owner of Bell Asset Management LLC, a financial services entity related to commissions for insurance and securities sales. Bond Bell & Co. provides portfolio management services to individuals, high-net-worth clients, and corporate entities, as well as financial planning and family-office consulting tied to advisory relationships. The firm utilizes a range of analytical and trading strategies, accepting discretionary authority to implement investment plans tailored to clients’ goals and risk tolerance.
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