Seek & Find Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,298,515
Clients
43
Advisors
3
of 3 employees
About
Seek & Find Financial, LLC provides portfolio management and pension/401(k) consulting for individuals, high‑net‑worth clients, and corporate or business entities. The firm tailors investment programs and prepares an Investment Policy Statement for each client, offering both discretionary and non‑discretionary management with no stated account minimum.
The firm’s investment process relies on a mix of quantitative and technical methods—charting, modern portfolio theory, and other quantitative analysis—while generally employing a long‑term trading approach and a preference for ETFs in portfolio construction. Risk tolerance and time horizon are documented in each client’s Investment Policy Statement, accounts are reviewed at least quarterly, and the firm may obtain discretionary authority to implement the agreed strategy.
What sets the firm apart from many peers is its affiliated insurance activity: a principal is a licensed insurance agent through a related entity and may recommend or sell insurance products (including annuities), a relationship the firm discloses and treats as a potential conflict of interest. The firm also offers business consulting through a related company and uses a broader investment menu for a small advisory firm, including private placements, venture capital, real estate funds/REITs, and precious‑metal ETFs alongside traditional mutual funds and fixed income.
Client services
Expertise
Fee options
Fixed fees for portfolio management ranging from $500 to $4,000, paid monthly in arrears.
$0+: 1.50% annually for portfolio management services $0+: 0.50% annually for pension consulting services
Insurance sales commissions are accepted by supervised persons but commissions are not the firm's primary compensation.
Minimum fee: Fixed fees for portfolio management can range from $500 to $4,000 paid monthly in arrears. Fee-only: Fees are based on assets under management or fixed fees — no commissions based on sales; advisory fees are not reduced to offset commissions on insurance products.
Main office
880 Sidewalk Rd
Chesterton IN 46304
Advisors at this office
3
Most active in
Illinois · Indiana · Texas
Also doing business as
Seek & Find Financial · Seek & Find Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Michael H
Series 65
Chesterton, IN
Seek & Find Financial
Michael Halloran is a financial advisor at Seek & Find Financial, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history in various businesses including Summers of Brownsburg, Inc. and Core Value Contracting. Seek & Find Financial, LLC provides portfolio management and pension/401(k) consulting services to individuals, high-net-worth clients, and corporate entities. The firm utilizes a combination of quantitative and technical analysis in a long-term trading approach, offering both discretionary and non-discretionary management tailored to each client’s investment policy.
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 one year of industry experience. Prior to joining the firm, he worked at Blue Sky Financial Partners and has held roles outside finance, including teaching at Purdue University Northwest and North Judson-San Pierre High School. Seek & Find Financial provides portfolio management and pension/401(k) consulting for individuals, high-net-worth clients, and corporate entities. The firm employs a mix of quantitative and technical investment methods, focusing on long-term trading and a preference for ETFs, while offering both discretionary and non-discretionary management tailored to each client's risk tolerance and time horizon.
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 previously worked at CreativeOne Wealth/CHANGEPATH and Wells Fargo Advisors. In addition to his advisory role, he provides business consulting focused on tax and operations and receives fees through consulting agreements and client referrals. Seek & Find Financial, LLC offers portfolio management and pension/401(k) consulting for individuals, high-net-worth clients, and corporate entities. The firm uses a quantitative and technical investment approach, emphasizing long-term trading and ETFs, and also provides discretionary and non-discretionary management tailored to each client’s needs.
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