Wealth Management Firms Mishawaka IN

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Mishawaka, IN. We have compiled a list of businesses and services around Mishawaka, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

John Liechty
Integrated Financial Planning Solutions, LLC
(574) 975-3682
203 South Main Street
Goshen, IN
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Socially Responsible Investments, Insurance Related Issues, including Annuities, Investment Advice without Ongoing Management, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

Mr. Kane Karl Brolin I, CFP®
(574) 254-9192
113 Lincolnway West
Mishawaka, IN
Firm
Ameriprise Financial Services

Data Provided By:
Mr. Edward F. Camp, CFP®
(574) 273-0518
3900 Edison Lakes Parkway, Suite 103
Mishawaka, IN
Firm
Creative Financial Designs, Inc.
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Mr. Erik W. Brenner, CFP®
(574) 247-7777
3340 Hickory Road
Mishawaka, IN
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management, Special Needs Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Billy R. Miles, CFP®
(574) 243-3215
3625 Park Pl W
Mishawaka, IN
Firm
Raymond James Financial Services
Areas of Specialization
Education Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Income Management, Wealth Management, Women's Finances
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Aaron Coates
Valeo Financial Advisors, LLC
(574) 206-4454
18709 Taft Court
Goshen, IN
Expertises
Advising Medical Professionals, Advising Entrepreneurs, High Net Worth Client Needs, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CIMA

Mr. Kevin M. Grunawalt, CFP®
(574) 271-3860
4220 Edison Lakes Parkway
Mishawaka, IN
Firm
Grunawalt Baer Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Real Estate
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Mrs. Jennifer S. Wagnerowski, CFP®
(574) 255-4754
133 E McKinley
Mishawaka, IN
Firm
Teachers Credit Union
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management

Data Provided By:
Mr. Bernard E Packard Ii, CFP®
(574) 273-9166
4100 Edison Lakes Parkway
Mishawaka, IN
Firm
Raymond James & Associates
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management

Data Provided By:
Mr. Kevin Michael Carmichael, CFP®
(574) 243-8343
4440 Edison Lakes Pkwy Ste 200
Mishawaka, IN
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874