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, 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.
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
| 1
| |
Chesterton, IN
| 0
|
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