user avatar

Zachary Alan Fiandt

Advisor at LPL Financial — Fort Wayne, IN Broadway Bld 19

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

12 years

Location

Fort Wayne, IN 46802

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,413 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Zachary Fiandt is a CFP® professional with 12 years of experience in the financial services industry. He currently works at LPL Financial and has prior experience with PNC Private Bank, Cetera, and Lake City Bank. Outside of his advisory role, he is involved in a business related to luxury automobiles in Northeast Indiana. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing a range of model portfolios and research to support discretionary and non-discretionary management strategies.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Fort Wayne, IN Broadway Bld 19

1690 Broadway Bld 19 Ste 10

Fort Wayne IN 46802

Advisors at this office

4

Most active in

Indiana

Work history

12 years of industry experience

LPL Financial

2023 - Present • 3 years

Fort Wayne, IN

PNC Private Bank

2021 - 2023 • 2 years

Fort Wayne, IN

Cetera

2016 - 2021 • 5 years

Fort Wayne, IN

Cetera Investment Services LLC

2016 - 2021 • 5 years

St. Cloud, MN

Lake City Bank

2016 - 2021 • 5 years

Fort Wayne, IN

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

Luke F

Series 65

Fort Wayne, IN

Arena Wealth Management LLC

Luke Friskney is a Series 65 licensed financial advisor at Arena Wealth Management LLC with two years of industry experience. His prior roles include positions at AMI Investment Management and work related to Noble Hawk Golf Links. He studied at Purdue University and has experience in both educational and other organizational environments. Arena Wealth Management is a fee-only registered investment adviser serving individuals, employer-sponsored plans, and charitable organizations. The firm employs a combination of modern portfolio theory and fundamental analysis, utilizing both passive and active investment vehicles along with Outside Managers and Separately Managed Accounts.

Wealth management Passive / index investing Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Ryan F

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.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
user avatar

Dennis H

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.

General tax planning College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
user avatar

Antony S

CFP®, Series 65, Series 63

Fort Wayne, IN

Krouse Stureman & Associates, Inc.

Antony Stureman is a CFP®-certified financial advisor with 28 years of industry experience. He is the principal of Krouse Stureman & Associates, Inc. in Fort Wayne, IN, and has held advisory and ownership roles with Krouse Kern Wealth Management, Inc. since 2004. He is also owner and agent of KK Risk Management, LLC, a licensed insurance agency. Krouse Stureman & Associates provides personalized financial planning and investment advisory services to individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs an investment approach grounded in Modern Portfolio Theory, focusing on asset allocation, diversification, and periodic rebalancing, typically utilizing passively managed, institutional-class mutual funds.

General retirement planning Tax strategies for small businesses College savings (529s, UTMA, etc.) General tax planning
user avatar

Steven G

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.

College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Executive
user avatar

Martin B

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.

General retirement planning
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")