Find The Best Financial Advisors in South Bend, 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 South Bend is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in South Bend & pick the one as per your needs

How To Find The Best Financial Advisors in South Bend, Indiana

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in South Bend, Indiana, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 3 non-vetted financial advisors in South Bend, Indiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in South Bend, Indiana have an average of 24 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 South Bend, Indiana

Edward Camp

CFD Investments, Inc

574-273-0803

Address

• 3835 Edison Lakes Parkway Suite 300,
  Mishawaka, IN 46545 See Details

Connect with Edward

Connect with Edward

Wesley Kotys

Kotys Wealth Professionals

219-465-6924

Address

• 1111 Glendale Blvd.,
  Suite 105,
  Valparaiso, IN 46383 See Details

Connect with Wesley

Connect with Wesley

Edelman Financial Engines, LLC

877-208-7414

Address

• 9921 Dupont Circle Drive West,
  Suite 225,
  Ft Wayne, IN 46825 See Details

Connect with Edelman

Connect with Edelman

Randy Dippell

Milestone Money

312-815-8335

Address

• 1165 N Clark St #700,
  Chicago, IL 60610 See Details

Connect with Randy

Connect with Randy

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CERES PARTNERS, LLC 806 Howard St, Suite 200 South Bend, IN, 46617	290937	$1,601,250,305	5	A percentage of AUM, Performance Based
WALTER KEENAN WEALTH MANAGEMENT 202 S. Michigan St., Suite 910 South Bend, IN, 46601	104838	$767,071,979	383	A percentage of AUM, Hourly charges, Fixed fees
KESTREL WEALTH MANAGEMENT, LLC 201 S. Main Street, Suite 503 South Bend, IN, 46601	153503	$134,165,706	202	A percentage of AUM

Select other cities around South Bend, Indiana to broaden your search for a financial advisor

• Financial Advisors in Carmel, Indiana
• Financial Advisors in Evansville, Indiana
• Financial Advisors in Fort Wayne, Indiana
• Financial Advisors in Greenwood, Indiana
• Financial Advisors in Indianapolis, Indiana
• Financial Advisors in Mishawaka, Indiana
• Financial Advisors in Valparaiso, Indiana

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