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373 advisors near
46819
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Out of 400,000+ nationwide
Douglas S
Series 63
Fort Wayne, IN
Cetera
Douglas Shepler is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2025, following a 22-year tenure at LPL Financial. Outside of his advisory role, Shepler is involved with Bippus State Bank as a financial professional and provides investment advice and financial planning through BSB Investments. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Richard G
CFP®, Series 63, Series 65
Fort Wayne, IN
J.P. Morgan Securities
Richard Gnau is a CFP® professional with 19 years of industry experience, currently serving at J.P. Morgan Securities LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Fort Wayne, Indiana. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.
Nick J
Series 66
Fort Wayne, IN
Edward Jones
Nick James is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has previously worked at State Farm and First Church of Christ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and supports its clients through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.
Shawn S
CFP®, Series 66
Fort Wayne, IN
Wells Fargo Advisors
Shawn Sullivan is a CFP® professional with 11 years of industry experience, currently serving at Wells Fargo Advisors in Fort Wayne, IN since 2023. His prior experience includes roles at Wells Fargo Clearing and the U.S. Air Force. He is involved in other financial practices, holding ownership in two firms, Optare Financial Partners LLC and McSullivan Practice LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients meeting certain net-worth thresholds.
Adelaide R
Series 66
Fort Wayne, IN
Ameriprise
Adelaide Reimbold is a financial advisor with Ameriprise in Fort Wayne, IN, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, she held roles in academic institutions including Kentucky Wesleyan College, the University of Nebraska-Lincoln, and the University of Notre Dame. She volunteers with the Foundation for Financial Planning and the Medical Society of Virginia Foundation, providing pro-bono financial planning and educational sessions for medical students and residents. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that collaborates with advisors to deliver personalized recommendations focused on income sources and tax-aware withdrawal strategies.
Tracie L
Series 63, Series 65, Series 66
Fort Wayne, IN
Ameriprise
Tracie Luley is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Ameriprise and its affiliate since 2010. Outside of her advisory role, she serves as Secretary on the Board of Directors for Specialty Tutoring. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research and modeling to provide tax-efficient income strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Zachary J
Series 66
Fort Wayne, IN
Ameriprise
Zachary Jennings is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, he is involved with Practice Management Associates, LLC, where he participates in client meetings, trading support, and wealth management activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.
Shawn W
Series 63, Series 66
Fort Wayne, IN
Edward Jones
Shawn Wall is a financial advisor at Edward Jones in Fort Wayne, IN, with 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Nole H
Series 66
Fort Wayne, IN
Edward Jones
Nole Harris is a financial advisor with Edward Jones in Fort Wayne, IN, holding a Series 66 designation and bringing 11 years of industry experience. Before joining Edward Jones in 2022, he worked at several firms including Raymond James Financial Services Advisors, Charles Schwab, CX Institutional, LPL Financial, and Wells Fargo Clearing. Outside of his advisory role, he serves as an unpaid assistant soccer coach at Canterbury High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Vincent F
Series 63, Series 65
Fort Wayne, IN
Primerica Advisors
Vincent Fiacable is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations. He has been with Primerica Financial Services and PFS Investments Inc. since 2025, and is located in Fort Wayne, Indiana. Prior to his advisory roles, he attended Indiana University–Bloomington and Florida Atlantic University, and has experience working in food service and community organizations. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates nationally with thousands of financial advisors and utilizes model-driven investment strategies managed by third-party asset managers.
Malcolm F
Series 63, Series 65
Fort Wayne, IN
STIFEL
Malcolm Frost is a financial advisor at Stifel based in Fort Wayne, IN, with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2017, following 14 years at City Securities Corporation. He also serves as an executor for a non-family estate. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services that incorporate proprietary investment analysis and allocation methodologies.
Michael S
Series 66
Fort Wayne, IN
Edward Jones
Michael Scheumann is a financial advisor at Edward Jones in Fort Wayne, IN, holding a Series 66 license with two years of industry experience. His prior work includes roles at MedPro Group, VonLehman & Company Inc, and Ball State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.
Jonathan H
Series 66
Fort Wayne, IN
LPL Financial
Jonathan Hooker is a financial advisor with LPL Financial in Fort Wayne, IN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Fort Wayne Metals for eight years. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering financial planning, advisory programs, and brokerage services with both discretionary and non-discretionary management options.
Joseph H
Series 66
Fort Wayne, IN
Edward Jones
Joseph Hampton is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Group/Osaic and Amon & Associates. Outside of his advisory role, he works as a delivery driver for Instacart. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Trent M
Series 66
Ossian, IN
Edward Jones
Trent Moore is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Matalco Inc. for nine years and Alexin LLC for three years. Outside of financial advising, he owns a small construction remodeling business where he occasionally undertakes projects such as building decks and siding. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.
Michael S
Series 63, Series 66
Fort Wayne, IN
J.P. Morgan Securities
Michael Sinacola is a financial advisor with J.P. Morgan Securities in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2005. Outside of finance, he works as a studio guitarist, performing occasionally with local bands and in recording sessions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Matthew C
Series 63, Series 65
Decatur, IN
Cambridge Investment Research Advisors
Matthew Carrier is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cetera and First Merchants Bank. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.
Barbara E
Series 66
Fort Wayne, IN
Raymond James Financial
Barbara Emenhiser is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 22 years of industry experience. She has worked with various affiliates within Raymond James since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Kara A
Series 63, Series 65
Fort Wayne, IN
Wells Fargo Advisors
Kara Alvarado is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked within various Wells Fargo entities since 2013. Outside of her advisory role, she serves as the chair of the parish finance council at St. Joseph Catholic Church and School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with banking and lending products.
Christopher B
Series 63, Series 66, Series 65
Fort Wayne, IN
Cetera
Christopher Birkenbeul is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Cambridge Investment Research, Midwest Community Credit Union, LPL Financial, and Ash Brokerage Corporation. He is also the owner of Birkenbeul Financial, a business operating under the Cetera brand. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting varied investment strategies and program structures.
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Finding advisors...
373 advisors near
46819
within the area shown on the map
Out of 400,000+ nationwide