Creative Financial Planning Advisors
47yrs
Top advisor by experience in South Bend
Financial advisors in South Bend, IN
Looking for a financial advisor in South Bend, IN? We list 107 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
107Advisors with offices here
15Median years of experience
89%Fiduciary advisors?
28Firms represented
Largest firms here: LPL Financial LLC (18), Edward Jones (15), Merrill Lynch, Pierce, Fenner & Smith Incorporated (11).
Nearby: Mishawaka, Granger, Osceola, North Liberty, New Carlisle, Elkhart, Wakarusa, Bremen.
Pennfield Capital
44yrs
Richard Marshall Mock Mr.
Financial advisor
202 South Michigan Street - Suite 325
South Bend, IN 46601
South Bend, IN 46601
Top 1% by experience in Indiana
Cetera Investment Advisers
43yrs
Top 1% by experience at Cetera Investment Advisers
Merrill Lynch, Pierce, Fenner & Smith
42yrs
Top 2% by experience in Indiana
Cetera Investment Advisers
41yrs
Top 3% by experience in Indiana
Ameriprise Financial Services
41yrs
Top 3% by experience in Indiana
Merrill Lynch, Pierce, Fenner & Smith
40yrs
Top 4% by experience in Indiana
LPL Financial
40yrs
Top 4% by experience nationwide
Golden Years Financial Advisors
40yrs
Top 4% by experience nationwide
Stifel, Nicolaus &
40yrs
Michael John Witous
Financial advisor
Leighton Plaza, 130 South Main Street Suite 110
South Bend, IN 46601
South Bend, IN 46601
Top 4% by experience nationwide
United Advisor Group
40yrs
Top 4% by experience at United Advisor Group
Ameriprise Financial Services
38yrs
Top 6% by experience in Indiana
LPL Financial
36yrs
Top 7% by experience in Indiana
Raymond James Financial Services Advisors
36yrs
Top 7% by experience in Indiana
Creative Financial Planning Advisors
36yrs
Top 8% by experience in Indiana
Ameriprise Financial Services
35yrs
Top 8% by experience in Indiana
Harbour Investments
34yrs
Top 10% by experience in Indiana
LPL Enterprise
34yrs
Top 9% by experience at LPL Enterprise
Kestrel Wealth Management
33yrs
Top 11% by experience in Indiana
Edward Jones
33yrs
Top 3% by experience at Edward Jones
Merrill Lynch, Pierce, Fenner & Smith
31yrs
Top 14% by experience in Indiana
LPL Financial
31yrs
Top 15% by experience in Indiana
Merrill Lynch, Pierce, Fenner & Smith
31yrs
Top 14% by experience at Merrill Lynch, Pierce, Fenner & Smith
Mehta Money
30yrs
Top 15% by experience in Indiana
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.