Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors (CRD# 290565) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $668,440,248 in 3,325 accounts and serve the financial needs of clients across 28 states (or territories).
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Total Assets Under Management668MILLION
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Total Number of Accounts3,325ACCOUNTS
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Average Account Value$201,035
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, OH, OR, SC, TN, TX, UT, VA, WA, WI
Jennifer Chatfield (CRD# 4908066) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 19 years of experience in the finance industry.
Jacquelyn Denson (CRD# 6007474) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Gretna, NE and has over 10 years of experience in the finance industry.
Forrest Friedow (CRD# 4256173) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 22 years of experience in the finance industry.
Lindsey Hanson (CRD# 6118656) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 6 years of experience in the finance industry.
Cameron Heasley (CRD# 5664519) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Indianapolis, IN and has over 14 years of experience in the finance industry.
Kameron Helmuth (CRD# 6007191) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 11 years of experience in the finance industry.
Thomas Martin (CRD# 4532988) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 21 years of experience in the finance industry.
Joseph Metcalf (CRD# 5056429) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Saint Louis, MO and has over 16 years of experience in the finance industry.
Lauren Oschman (CRD# 5679713) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 13 years of experience in the finance industry.
Christopher Robbins (CRD# 6626919) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Simpsonville, SC and has over 6 years of experience in the finance industry.