Champion Financial Inc.

Champion Financial Inc. (CRD# 159867) is a financial advisory firm headquartered in , . They manage $3,900,000 in 39 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

IL, IN

Financial Advisors at Champion Financial Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lisa J. Clark
CRD#: 4796636
Velpen, IN
93
Wealthminder
score

Lisa Clark (CRD# 4796636) is an Investment Advisor Representative working at Champion Financial Inc. in Velpen, IN and has over 12 years of experience in the finance industry.

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