1st Source Corporation Investment Advisors, Inc.

1st Source Corporation Investment Advisors, Inc. (CRD# 111331) is a financial advisory firm headquartered in South Bend, IN. They manage $2,993,184,627 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,993
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $1,496,592,314
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, MI

Financial Advisors at 1st Source Corporation Investment Advisors, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Erik D. Clapsaddle
CRD#: 4691575
100 North Michigan Street, South Bend, IN 46601
96
Wealthminder
score

Erik Clapsaddle (CRD# 4691575) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 14 years of experience in the finance industry. Erik Clapsaddle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul W. Gifford
CRD#: 1958782
100 North Michigan Street, South Bend, IN 46601
96
Wealthminder
score

Paul Gifford (CRD# 1958782) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 28 years of experience in the finance industry.

3
Robert E. Romano
CRD#: 2475644
100 North Michigan Street, South Bend, IN 46601
96
Wealthminder
score

Robert Romano (CRD# 2475644) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 23 years of experience in the finance industry.

4
Jason W. Cooper
CRD#: 4575242
100 North Michigan Street, South Bend, IN 46601
93
Wealthminder
score

Jason Cooper (CRD# 4575242) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 16 years of experience in the finance industry.

5
Jacqueline A. Kronewitter
CRD#: 3255004
100 North Michigan Street, South Bend, IN 46601
93
Wealthminder
score

Jacqueline Kronewitter (CRD# 3255004) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 18 years of experience in the finance industry.

6
Tamara L. Simon
CRD#: 4585159
100 North Michigan Street, South Bend, IN 46601
93
Wealthminder
score

Tamara Simon (CRD# 4585159) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 14 years of experience in the finance industry.

7
Randall E. Thornton
CRD#: 2403320
100 North Michigan Street, South Bend, IN 46601
93
Wealthminder
score

Randall Thornton (CRD# 2403320) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 8 years of experience in the finance industry.

8
Christopher M. Davis
CRD#: 2281163
200 E. Main Street, Suite 720, Fort Wayne, IN 46802
89
Wealthminder
score

Christopher Davis (CRD# 2281163) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in Fort Wayne, IN and has over 3 years of experience in the finance industry.

9
Noreen A. Kazi
CRD#: 5010990
100 North Michigan Street, South Bend, IN 46601
88
Wealthminder
score

Noreen Kazi (CRD# 5010990) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 3 years of experience in the finance industry.

10
Jonathan W. Cisna
CRD#: 6462800
100 North Michigan Street, South Bend, IN 46601
87
Wealthminder
score

Jonathan Cisna (CRD# 6462800) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 2 years of experience in the finance industry.

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