A complete list of active advisors currently associated with Fulkerson Financial Services, LLC
Warmer can help you find a great advisor at Fulkerson Financial Services, LLC or one who fits your needs even better.
Fulkerson Financial Services provides portfolio management and financial planning to individual and high-net-worth clients, offering tailored Investment Policy Statements and ongoing portfolio monitoring. The firm reports managing roughly $55 million in client assets for about 200 client relationships, servicing accounts on an ongoing basis and delivering financial plans as a discrete service. The firm’s investment approach emphasizes Modern Portfolio Theory and long-term trading, with portfolios constructed from mutual funds, ETFs, fixed income, REITs and insurance-based products where appropriate. FFSL typically seeks discretionary trading authority, conducts monthly account reviews, and delivers custodian statements and separate quarterly reports to clients. Noteworthy features include an unusually high client count relative to peers — roughly 200 clients, a staffing and service model that is uncommon among independent advisers. The firm requires the use of a specific custodian platform (Schwab), its principals are also licensed insurance agents who may offer commissionable insurance products, and the firm does not aggregate trades for multiple clients, all of which can affect execution, conflicts of interest, and how advice is delivered.
To learn more about the advisors currently working at Fulkerson Financial Services, 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 |
|---|---|---|
Hanna City, IL
| 24
|
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