Smart Choice Financial Planning, Inc.

Smart Choice Financial Planning, Inc. (CRD# 140207) is a financial advisory firm headquartered in Saint John, IN. They manage $40,000,000 in 360 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $111,111
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

IL, IN

Financial Advisors at Smart Choice Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph W. Harowski
CRD#: 1015094
Saint John, IN
96
Wealthminder
score

Joseph Harowski (CRD# 1015094) is an Investment Advisor Representative working at Smart Choice Financial Planning, Inc. in Saint John, IN and has over 18 years of experience in the finance industry. Joseph Harowski 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.

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