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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Amy J. Bouchie, CFP®

Ameriprise Financial Services,
(812) 425-3222

20 E Camp Ground Rd
Evansville, IN 47710-4496
View on Map
(812) 425-3222

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Divorce Issues, General Financial Planning, Investment Management, Life Transitions

Contact
Brian J. Balint, CFP®

Raymond James & Associates, Inc.
(574) 273-5488

4100 Edison Lakes Pkwy Ste 210
Mishawaka, IN 46545-3466
View on Map
(574) 273-5488

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning

Contact
William L. Pfadt, CFP®

Semler Financial Group, LLC
(317) 590-9634

11711 N Meridian St Ste 350
Carmel, IN 46032-4500
View on Map
(317) 590-9634

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Insurance Planning, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning

Contact
Brent E Perry, CFP®

Piedmont Financial Advisors, LLC
(317) 287-0575

320 N Meridian St Ste 614
Indianapolis, IN 46204-1725
View on Map
(317) 287-0575

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning

Contact
Erik W. Brenner, CFP®

Ameriprise Financial Services,
(574) 271-1276

3340 Hickory Road
Mishawaka, IN 46545-1441
View on Map
(574) 247-7777

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Management, Special Needs Planning

Contact
Robert D. Eylander, CFP®

Midwest Wealth Builders, Inc
(219) 322-9932

2139 U S 41
Schererville, IN 46375-2895
View on Map
(219) 322-9932

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Management

Contact
Richard L. Phillips, CFP®

Phillips Financial
(260) 625-5988

6920 Pointe Inverness Way
Ste 230
Fort Wayne, IN 46804-7926
View on Map
(260) 420-7732

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Amanda Shorter, CFP®

TIAA-CREF
(765) 491-1324

1435 Win Hentschel Blvd Ste 105
West Lafayette, IN 47906-4159
View on Map
(765) 497-8744

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Investment Planning, Retirement Income Management, Retirement Planning, Wealth Management, Women's Finances

Contact
J. Kelly Hindman, CFP®

Edward Jones
(317) 843-2455

39 West Main Street
Carmel, IN 46032-1763
View on Map
(317) 843-2455

Compensation Method: Commission and Fee
Minimum Investable Assets: $0
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Mark V. Pettinga, CFP®

Pettinga Financial Advisors
(812) 436-4000

519 Main St Ste 100
Evansville, IN 47708-1615
View on Map
(812) 436-4000

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Contact
James J. Solon, CFP®

Edward Jones
(260) 471-0013

808 Ley Rd Ste B
Fort Wayne, IN 46825-5258
View on Map
(260) 471-0013

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Education Planning, Investment Management, LGBT Individuals and Couples, Retirement Income Management, Retirement Planning

Contact
Louis G. Mohlman, CFP®

Wellsl Fargo Advisors
(260) 637-3189

6702 Pointe Inverness Way Ste 100
Fort Wayne, IN 46804-7932
View on Map
(260) 423-4824

Compensation Method: Commission and Fee
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Barton J. Hunter, CFP®

Wells Fargo Advisors
(317) 639-2631

115 W Washington St Ste 950
Indianapolis, IN 46204-3420
View on Map
(317) 639-2631

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Randy A. Vernon, CFP®

Pinnacle Wealth Partners
(765) 447-0000

1527 Kossuth St
Lafayette, IN 47905-1560
View on Map
(765) 447-0000

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Planning, Retirement Planning

Contact
William T. Isaacs, CFP®

Wealth Strategies Inc
(765) 289-3366

207 N High St
Muncie, IN 47305-1617
View on Map
(765) 289-3366

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Planning

Contact
Jeffrey L Huitsing, CFP®

Ronald Blue & Company
(317) 810-5013

9229 Delegates Row Ste 200
Indianapolis, IN 46240-3824
View on Map
(317) 810-5013

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning, Tax Planning

Contact
Raymond Charles Phillips, CFP®

R&M Financial Advsiors LLC
(317) 694-4278

9041 Pleasant Garden Ct
Camby, IN 46113-8590
View on Map
(317) 694-4278

Compensation Method: Commission and Fee
Minimum Investable Assets: $0
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Education Planning, Estate Planning, General Financial Planning, Government and Military, Healthcare Planning, Insurance Planning

Contact
Adam B. Strouse, CFP®

Strouse Wealth Advisors
(812) 867-6989

421 Metro Ave
Evansville , IN 47715-2805
View on Map
(812) 402-1300

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

Contact
Paul A. Norcross, CFP®

Wells Fargo Advisors
(317) 684-4941

115 W Washington St
Suite 950 South
Indianapolis, IN 46204-3420
View on Map
(317) 684-4941

Compensation Method: Commission and Fee
Minimum Investable Assets: $50
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Intergenerational Planning, Investment Management, Life Planning

Contact
Michael K. Jones, CFP®

Ameriprise Financial
(574) 243-8096

4440 Edison Lakes Pkwy Ste 200
Mishawaka, IN 46545-1441
View on Map
(574) 243-8096

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Insurance Planning, Investment Management

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