A complete list of active advisors currently associated with Daviman Financial, LLC
Warmer can help you find a great advisor at Daviman Financial, LLC or one who fits your needs even better.
Daviman Financial serves individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and business entities, offering comprehensive financial planning, investment management, retirement plan consulting under the Daviman Institutional dba, and investment consulting. The firm manages approximately $234 million for about 190 clients and provides both discretionary and non‑discretionary portfolio services, including the use of third‑party sub‑managers and model allocation portfolios for plan participants. The firm’s client process emphasizes an intensive fact‑finding intake and the development of goal‑oriented, written financial plans with ongoing reporting and periodic review; investment implementation can include strategic and tactical asset allocation across mutual funds, ETFs, individual securities, short‑term trading, and options. Daviman documents client objectives in investment policy statements, allows reasonable client restrictions in writing, and offers managed non‑discretionary services and semi‑annual consulting for assets not placed under full discretionary authority. Daviman’s ADV discloses several features that distinguish it from many peers: multiple advisers are also licensed insurance agents who may sell commission insurance products, the principal operates related entities (Back 9 Trust Services and Front 9 Administration) and the firm has an agreement with CIC Services regarding captive insurance administration. The brochure also discloses a promoter/referral arrangement under which Daviman may pay third‑party promoters a percentage of the firm’s asset‑based fee, and the firm’s public materials and marketing disclosures note the use of promotional techniques (including hypothetical performance scenarios and third‑party referrals/testimonials) uncommon among supported firms.
To learn more about the advisors currently working at Daviman Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Noblesville, IN
| 0
| |
Noblesville, IN
| 14
| |
Noblesville, IN
| 24
| |
Noblesville, IN
| 2
|
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