Securestate
29yrs
Top 18% by experience in Indiana
Securestate
Pendleton, IN. Legal name: Securestate Financial Services, Inc.
About the firm
A registered investment advisory firm based in Pendleton, Indiana. It manages about $107 million for roughly 278 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$383,909
Assets under management ?$107 million
Individual clients278
Median years of experience19
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Securestate
2Advisors
19Median years of experience
1States with offices
–Offices
Also known as
Securestate Financial Services, Inc.
About Securestate
How do I contact Securestate?
Call the main office at (765) 778-7415. The main office is at 100 S Main St., Pendleton, IN 46064.
How is Securestate paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Securestate offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Securestate?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.