Seek & Find Financial

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Client assets under management

$11,298,515

Clients

5% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$262,756

About

Seek & Find Financial provides ongoing portfolio management and pension/401(k) consulting to individuals, high‑net‑worth clients, and business entities, tailoring Investment Policy Statements to clients’ goals, time horizons, and documented risk tolerances. The firm offers discretionary management, prepares regular monitoring and reporting, and will construct portfolios mainly using mutual funds and ETFs while also advising on fixed income, real estate funds, annuities, and other securities.

The firm’s investment process combines modern portfolio theory, quantitative analysis, charting and technical analysis and emphasizes long‑term trading with documented risk‑management procedures and quarterly reviews. Seek & Find generally seeks discretionary trading authority to implement client plans, creates a written IPS for each client, and discloses its fiduciary responsibilities when advising retirement accounts.

Distinctive features noted in the firm’s brochure include that a supervised person is a licensed insurance agent who accepts compensation for insurance sales and documents that conflict of interest, and the firm offers business consulting in addition to advisory services. The firm also includes less-common investment types for a small advisory practice—private placements, venture capital, commodities, and precious‑metal ETFs—and discloses use of custodial relationships (e.g., Schwab, Altruist) that can provide institutional services and research.

Client services

Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities

Fee options

Fixed

Fixed fee for portfolio management ranging from $500 to $4,000 monthly, at firm's discretion

Other

Minimum fee: Fixed fee for portfolio management can range from $500 to $4,000 paid monthly in arrears

Main office location

Seek & Find Financial

880 Sidewalk Rd

Chesterton IN 46304, United States

Number of offices

Most active in

Indiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 219-316-9839

Advisors at this firm

Michael H

Series 65

Chesterton, IN

Seek & Find Financial

Michael Halloran is a financial advisor at Seek & Find Financial with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked in various roles across multiple industries, including five years at Summers of Brownsburg, Inc. Seek & Find Financial provides portfolio management and pension consulting services to corporations, high-net-worth individuals, and other clients. The firm employs a long-term investment approach using modern portfolio theory and quantitative analysis, and offers both discretionary and non-discretionary management tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities

Hayden K

Series 65

Chesterton, IN

Seek & Find Financial

Hayden Kaminski is a financial advisor at Seek & Find Financial with a Series 65 designation and over six years of professional experience. His background includes roles at Purdue University Northwest, Blue Sky Financial Partners, and the IBEW Local 531. He has also worked in education and the golf industry. Seek & Find Financial provides portfolio management and pension consulting services to corporations, high-net-worth individuals, and other clients. The firm uses a combination of modern portfolio theory, quantitative and technical analysis, and offers both discretionary and non-discretionary management tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities

Daniel D

Series 66

Chesterton, IN

Seek & Find Financial

Daniel Delaney is a financial advisor at Seek & Find Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including CreativeOne Wealth/CHANGEPATH and Wells Fargo Advisors. In addition to his advisory role, he provides business consulting focused on tax and operations, receiving fees from consulting agreements and client referrals. Seek & Find Financial offers portfolio management and pension consulting to corporations, high-net-worth individuals, and other clients. The firm employs a long-term, model-based investment approach incorporating ETFs, mutual funds, fixed income, and other securities, with both discretionary and non-discretionary management tailored to clients' goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities

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