Advisor at Summit Consultants, Inc.
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.
Location
Fort Wayne, IN 46804
Credentials
ChFC®, Series 63
Industry experience
37 years
Stephen Spoltman is a financial advisor with LPL Financial in Fort Wayne, IN, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has been associated with LPL Financial since 1995 and also works with Summit Consultants, Inc. since 2007. Outside of his advisory work, he serves as a notary for the state of Indiana without charging clients a fee. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, delivering both strategic and tactical portfolio options through a large network of investment adviser representatives.
Based on Summit Consultants, Inc.
Investment adviser representatives may receive brokerage or mutual fund trail commissions and commissions on insurance or other product sales through their capacity as registered representatives of LPL Financial
Minimum fee: Individual financial planning fees range from $250 to $5,000 per plan; Pension or profit-sharing plan fees range from $2,500 to $25,000 per year Fee-only: Fixed fees for financial planning services as described above
7912 Carnegie Boulevard
Fort Wayne, IN 46804
Indiana · Texas
Summit Consultants, Inc.
2007 - Present (19 years)
LPL Financial
1995 - Present (31 years)
Summit Consultant of Ins. Inc.
1989 - Present (37 years)
SELF EMPLOYED
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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.
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.
CFP®, Series 63
Fort Wayne, IN
DentVest LLC
Ryan Fisher is a CFP® with seven years of industry experience, currently serving as the sole advisor at DentVest LLC in Fort Wayne, IN. He previously worked at Old National Wealth Management from 2013 to 2018 before founding DentVest. In addition to his advisory role, he maintains a part-time CFO position with a dental practice. DentVest is an independent advisory firm serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a primarily passive, model-driven investment approach using third-party managers and the Betterment For Advisors platform, complemented by comprehensive financial planning services.
CFP®, Series 63, Series 65
Fort Wayne, IN
Houlihan Asset Management LLC
Dennis Houlihan is the sole advisor at Houlihan Asset Management LLC in Fort Wayne, IN, holding CFP®, Series 63, and Series 65 designations with 20 years of industry experience. He has been with Houlihan Asset Management since 1998. Houlihan Asset Management serves individuals, high-net-worth clients, and small businesses by providing investment supervisory and portfolio management services alongside financial planning consultations. The firm combines fundamental and technical analysis to tailor recommendations to clients’ goals and risk profiles, often operating with discretionary trading authority.
CFP®, Series 63, Series 65
Fort Wayne, IN
Krouse Stureman & Associates, Inc.
Antony Stureman is a CFP®-certified financial advisor with 28 years of industry experience, currently practicing at Krouse Stureman & Associates, Inc. He has previously worked at FSC Securities Corp and has longstanding roles at Krouse Kern Wealth Management, Inc. and KK&S Financial Advisors, LLC. Stureman is also licensed to provide life, disability, and long-term care insurance through his ownership of an insurance agency. Krouse Stureman & Associates, founded in 2004, offers financial planning and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm follows a Modern Portfolio Theory-based investment approach emphasizing asset allocation, diversification, and rebalancing, often managing accounts on a discretionary basis using passively managed, institutional-class mutual funds.
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.
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