Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors (CRD# 290565) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $514,035,632 in 2,832 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    514
    MILLION
  • Total Number of Accounts
    2,832
    ACCOUNTS
  • Average Account Value
    $181,510
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Vestia Personal Wealth Advisors
Showing 1 - 10 of 14 top financial advisors.
1
Jennifer A. Chatfield
CRD#: 4908066
9121 Illinois Road, Suite 51, Fort Wayne, IN 46804

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.

2
Jacquelyn D. Denson
CRD#: 6007474
Gretna, NE

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.

3
Forrest M. Friedow
CRD#: 4256173
9121 Illinois Road, Suite 51, Fort Wayne, IN 46804

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.

4
Lindsey M. Hanson
CRD#: 6118656
9121 Illinois Road, Suite 51, Fort Wayne, IN 46804

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.

5
Cameron D. Heasley
CRD#: 5664519
955 Crosspoint Blvd, Suite 200, Indianapolis, IN 46256

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.

6
Kameron J. Helmuth
CRD#: 6007191
9121 Illinois Road, Suite 51, Fort Wayne, IN 46804

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.

7
Thomas S. Martin
CRD#: 4532988
9121 Illinois Road, Suite 51, Fort Wayne, IN 46804

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.

8
Joseph A. Metcalf
CRD#: 5056429
Saint Louis, MO

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.

9
Lauren L. Oschman
CRD#: 5679713
9121 Illinois Road, Suite 51, Fort Wayne, IN 46804

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.

10
Christopher D. Robbins
CRD#: 6626919
9121 Illinois Road, Suite 51, Fort Wayne, IN 46804

Christopher Robbins (CRD# 6626919) 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.

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