Kendallville, IN Office

Team
Updated today

Client AUM

$10,726,125,063

Clients

18,706

Advisors

2

Of 272 advisors across 129 offices

Location

710 Goodwin Place

Kendallville IN 46755

Advisors at this office

2

Advisors at this office

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Hannah W

Series 66

Kendallville, IN

Prospera Financial Services, inc.

Hannah Williams is a financial advisor at Prospera Financial Services, Inc. with a Series 66 designation and five years of industry experience. Her prior work includes roles at Five Lakes, Sylvan Cellars, and East Noble. Prospera Financial Services, Inc. serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through 207 advisors. The firm offers a range of investment advisory and financial planning services across multiple platforms, utilizing both firm and third-party models with discretionary and non-discretionary management options.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Troy H

Series 63, Series 66

Kendallville, IN

Prospera Financial Services, inc.

Troy Hartman is a financial advisor with Prospera Financial Services, Inc. in Kendallville, Indiana. He holds Series 63 and Series 66 licenses and has 28 years of industry experience, including 20 years at Edward D. Jones & Co., L.P. and one year at Wells Fargo Advisors. Outside of his advisory role, he serves as president of TCHB, LLC, a non-investment-related business. Prospera Financial Services is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors in around 140 offices. The firm offers a range of investment advisory and financial planning services across multiple platforms, combining firm models, third-party sub-advisers, and customizable allocations.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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