user avatar

Taylor Scott Bongiovanni

Advisor at Fidelity — Michigan City, IN

Updated today

Credentials

Series 63, Series 66

Experience

7 years

Location

Michigan City, IN

Fidelity logo

Fidelity

Institution

Total advisors

17,089

Across 1,879 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Taylor Bongiovanni is a financial advisor with Fidelity Investments in Michigan City, IN, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to joining Fidelity, Taylor held positions at various firms including United Technologies Aerospace Systems and Capital City Wealth Management. Taylor is a minority non-managing member of Lakeshore Solutions, LLC, a personal services business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Location

See office

Michigan City, IN

Michigan City IN

Advisors at this office

1

Most active in

Indiana · Texas

Work history

7 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Brokerage Services, LLC

2018 - Present • 8 years

Greenwood Village, CO

Jamestown Country Club

2018 - 2018 • 1 year

Jamestown, ND

United Technologies Aerospace Systems

2017 - 2018 • 1 year

Jamestown, ND

Capital City Wealth Management

2017 - 2017 • 1 year

Bismarck, ND

Financial Planing Centers Network

2017 - 2017 • 1 year

Bismarck, ND

Golden Valley Country Club

2017 - 2017 • 1 year

Golden Valley, MN

Craig S. Hanson, CPA

2016 - 2017 • 1 year

Jamestown, ND

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

Michael H

Series 65

Chesterton, IN

Seek & Find Financial

Michael Halloran is a financial advisor at Seek & Find Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Summers of Brownsburg, INC. and several other businesses in various sectors. Seek & Find Financial provides portfolio management and pension/401(k) consulting to individuals, high-net-worth clients, and businesses, using a long-term trading approach based on a broad investable universe and documented risk tolerances.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
user avatar

Hayden K

Series 65

Chesterton, IN

Seek & Find Financial

Hayden Kaminski is a financial advisor at Seek & Find Financial with a Series 65 designation and one year of industry experience. Prior to joining Seek & Find Financial, he worked at Purdue University Northwest and Blue Sky Financial Partners. Seek & Find Financial provides portfolio management and pension/401(k) consulting to individuals, high-net-worth clients, and businesses, using a variety of investment strategies including ETFs, quantitative analysis, and technical analysis. The firm manages accounts on a discretionary basis and maintains broad investment options tailored to each client’s risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
user avatar

Daniel D

Series 66

Chesterton, IN

Seek & Find Financial

Daniel Delaney is a financial advisor at Seek & Find Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including CreativeOne Wealth/CHANGEPATH and Wells Fargo Advisors. In addition to his advisory role, he provides business consulting related to tax and operations and receives fees from consulting agreements and client referrals. Seek & Find Financial offers ongoing portfolio management and pension/401(k) consulting to individuals, high-net-worth clients, and corporate clients. The firm uses a disciplined, long-term trading approach grounded in modern portfolio theory, quantitative analysis, and technical methods, primarily recommending ETFs within customized investment policy statements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
user avatar

Kevin O

Series 65

Chesterton, IN

Aspirean Wealth, LLC

Kevin Ostafinski is a financial advisor with Aspirean Wealth, LLC in Chesterton, IN. He holds a Series 65 designation and has professional experience that includes roles at CLH CPA's & Associates, Luke Family of Brands, and service in the United States Navy. Ostafinski joined Aspirean Wealth in 2025. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using broadly diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and employs a team-based approach with ongoing portfolio oversight and periodic client reviews.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k)
user avatar

John G

CFA®, Series 63, Series 66

Union Pier, MI

WealthCare Financial Group, Inc.

John Gannon is a CFA® charterholder with 19 years of industry experience. He is currently with WealthCare Financial Group, Inc. and has previously worked at firms including LPL Financial, Fidelity Investments, JP Morgan Securities, and Merrill. WealthCare Financial Group serves individuals and families, business owners, non-profit organizations, and retirement plan sponsors. The firm offers financial planning, retirement planning, portfolio management, pension consulting, and rollover guidance, employing a “Structured Investing” approach based on diversified, customized portfolios and a long-term focus.

General retirement planning Retirement income strategy Tax-loss harvesting Annuities Founder/Business Owner Retired Mid-Career Professionals
user avatar

Kevin C

Series 66

Michigan City, IN

Paradigm Wealth Management, LLC

Kevin Cooney is a financial advisor at Paradigm Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners. In addition to his advisory role, he is also a licensed life and health insurance agent. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing portfolio management, financial planning, and third-party money manager recommendations. The firm employs a tailored investment approach using fundamental and technical analysis, modern portfolio theory, and long-term strategies, while offering educational seminars and utilizing third-party platforms for account aggregation and rebalancing.

Options & derivatives strategies Real estate investing Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)