Find The Best Financial Advisors in Kokomo, Indiana

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Kokomo is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Kokomo & pick the one as per your needs

How To Find The Best Financial Advisors in Kokomo , Indiana

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Kokomo, Indiana, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 3 non-vetted financial advisors in Kokomo, Indiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Kokomo, Indiana have an average of 9 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Kokomo , Indiana

Ryan Veldhuizen

Catalyze Wealth Management

317-537-7526

Address

• 550 Congressional Blvd,
  Suite 350,
  Carmel, IN 46032 See Details

Connect with Ryan

Connect with Ryan

Crown Haven Wealth Advisors

317-819-6638

Address

• 11555 N Meridian Street,
  Suite #560,
  Carmel, IN 46032 See Details

Connect with Crown

Connect with Crown

Edelman Financial Engines, LLC

877-208-7414

Address

• 8555 River Road,
  Suite 350,
  Indianapolis, IN 46240 See Details
• 1499 Windhorst Way,
  Suite 210,
  Greenwd, IN 46143 See Details
• 9921 Dupont Circle Drive West,
  Suite 225,
  Ft Wayne, IN 46825 See Details

Connect with Edelman

Connect with Edelman

The Wellington Group

317-846-5055

Address

• 9000 Keystone Crossing Suite 400,
  Indianapolis, IN 46240 See Details

Connect with The

Connect with The

Top Financial Advisor Firms in Kokomo, Indiana(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CREATIVE FINANCIAL DESIGNS, INC. 2704 S Goyer Rd, Kokomo, IN, 46902	109032	$2,082,130,980	12377	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
SYCAMORE FINANCIAL GROUP 2713 Rockford Lane, Kokomo, IN, 46902	14143	$665,628,767	1908	A percentage of AUM
SMITH FINANCIAL INVESTMENT ADVISORS, INC. 1830 S. Plate St., Kokomo, IN, 46902	154022	$332,832,586	594	A percentage of AUM, Hourly charges, Fixed fees

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