Pettinga Financial Advisors, LLC

Pettinga Financial Advisors, LLC (CRD# 156369) is a financial advisory firm headquartered in Evansville, IN. They manage $667,100,245 in 1,954 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    667
    MILLION
  • Total Number of Accounts
    1,954
    ACCOUNTS
  • Average Account Value
    $341,402
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

FL, IL, IN, KY, MO, OH, TX

Financial Advisors at Pettinga Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Mark V. Pettinga
CRD#: 2535819
519 Main Street, Ste 100, Evansville, IN 47708
96
Wealthminder
score

Mark Pettinga (CRD# 2535819) is an Investment Advisor Representative working at Pettinga Financial Advisors, LLC in Evansville, IN and has over 22 years of experience in the finance industry. Mark Pettinga 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
Matthew E. Volkman
CRD#: 2511388
519 Main Street, Ste 100, Evansville, IN 47708
96
Wealthminder
score

Matthew Volkman (CRD# 2511388) is an Investment Advisor Representative working at Pettinga Financial Advisors, LLC in Evansville, IN and has over 22 years of experience in the finance industry. Matthew Volkman 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.

3
Tonya F. Borders
CRD#: 5307748
519 Main Street, Ste 100, Evansville, IN 47708
90
Wealthminder
score

Tonya Borders (CRD# 5307748) is an Investment Advisor Representative working at Pettinga Financial Advisors, LLC in Evansville, IN and has over 5 years of experience in the finance industry.

4
Brian J. Goebel
CRD#: 4581023
519 Main Street, Ste 100, Evansville, IN 47708
90
Wealthminder
score

Brian Goebel (CRD# 4581023) is an Investment Advisor Representative working at Pettinga Financial Advisors, LLC in Evansville, IN and has 1 year of experience in the finance industry. Brian Goebel 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.