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
42 years
Location
Terre Haute, IN 47802
SPC
Enterprise
Steven Love is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC since 2005 and at Parkland Securities, LLC since 2014. Outside of his advisory role, he operates Love Financial Services Inc., which provides financial, insurance, and accounting services, and he is involved in estate planning in collaboration with an attorney. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.
Based on SPC
Based on SPC
Segmented financial plans up to $750; comprehensive plans up to $10,000; ongoing consulting fees capped at $600/month ($1,800/quarter) unless approved otherwise
$0 - $500,000 or below: 2.50% (negotiable) $500,001 - $750,000: 1.75% (negotiable) $750,001 - $1,000,000: 1.50% (negotiable) $1,000,001+: 1.25% (negotiable)
Commissions earned by registered representatives on securities transactions and insurance product sales (e.g., annuities), separate from advisory fees
Up to $300 per hour for financial planning; up to $50 per hour for staff time
Ongoing consulting services charged as recurring flat fee; capped as noted above
Account minimum: $5,500 Minimum fee: Minimum annual program fee of $30 for SIGMA Managed Accounts; may apply to accounts below $20,000
Terre Haute, IN
2940 South 7th
Terre Haute IN 47802
Advisors at this office
1
Indiana · Texas
42 years of industry experience
Parkland Securities, LLc
2014 - Present • 12 years
Ann Arbor, MI
Spc
2005 - Present • 21 years
Ann Arbor, MI
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
CFA®
Terre Hute, IN
Wabash Capital, Inc.
Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.
Series 63, Series 65, Series 66
Terre Haute, IN
Spyglass Investment Management
John Cristee is a financial advisor at Spyglass Investment Management with 25 years of industry experience. He has held his current position at Spyglass since 2000. Cristee holds the Series 63, Series 65, and Series 66 designations. Spyglass Investment Management provides personalized financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-high-net-worth clients, with an investment approach focused on asset allocation using no-load mutual funds, equities, fixed income, ETFs, and municipal securities.
Series 65
Terre Haute, IN
Spyglass Investment Management
Jon Beardsley is a financial advisor at Spyglass Investment Management in Terre Haute, IN, with 25 years of industry experience. He has been with Spyglass since 2000 and holds a Series 65 designation. Spyglass Investment Management provides personalized financial planning and portfolio management to individual clients, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, with an investment approach emphasizing asset allocation through no-load mutual funds, equities, fixed income, ETFs, and municipal securities.
Series 65
Terre Haute, IN
Spyglass Investment Management
Brock Oxford is a financial advisor at Spyglass Investment Management with a Series 65 credential and three years of industry experience. His prior work includes roles at State Farm Insurance and ownership of Spring Clean Car Wash. Spyglass Investment Management provides personalized financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, focusing on asset allocation and using a range of investment vehicles including mutual funds, equities, fixed income, ETFs, and municipal securities.
CFP®, Series 63
Terre Haute, IN
Creative Financial Designs, Inc.
Gene Griffin is a CFP® with 31 years of industry experience, currently serving as an advisor at Creative Financial Designs, Inc. in Terre Haute, IN. He has been with the firm since 2001 and also has a long tenure with Capital Planning Systems dating back to 1987. Outside of his advisory role, Griffin is chairman of the board for Shepherds of Griffin Bike Park, Inc., a nonprofit organization. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations and offers a range of strategies, including Biblical Responsible Investing, supported by research from major financial institutions.
Series 63, Series 66
Terre Haute, IN
&PARTNERS
Michael Hambrock is a financial advisor with \u0026Partners who holds the Series 63 and Series 66 licenses and has 40 years of industry experience. Prior to joining \u0026Partners in 2024, he worked for Wells Fargo Advisors and related entities from 2009 to 2024. Outside of his advisory work, Hambrock teaches tennis and pickleball at the Terre Haute Tennis and Pickleball Club. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary models and third-party solutions along with fundamental, technical, and quantitative analysis in portfolio management.
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