A complete list of active advisors currently associated with Seek & Find Financial
Warmer can help you find a great advisor at Seek & Find Financial or one who fits your needs even better.
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.
To learn more about the advisors currently working at Seek & Find Financial, 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 |
|---|---|---|
Chesterton, IN
| 7
| |
Chesterton, IN
| 0
| |
Chesterton, IN
| —
|
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