3 advisors with offices in Kokomo. Credentials, fee structures, and minimums are disclosed on each listing.
Kokomo, Indiana
Caleb Clark is an investment advisor based in Kokomo, Indiana. Contact for specific information about services, specialties, and fee structure.
View detailsKokomo, Indiana
Financial Solutions & Investments, based in Kokomo, Indiana, offers financial planning and investment management services. The firm specializes in retirement planning and investment management under the guidance of financial advisor Mary Sommers Carden.
View detailsKokomo, Indiana
Rob Hopkins is a CFP® financial advisor at Ameriprise Financial Services in Kokomo, Indiana, offering financial planning, retirement planning, and investment management services. He works with clients on retirement strategy and investment decisions. Contact him for a consultation on your financial planning needs.
View detailsAdvisors serving Kokomo specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Indiana's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.