Featured Business Financial Advisor in Fort Wayne, IN
Fort Wayne Financial Advisors
Beachy Wealth Management
3484 Stellhorn Road
Fort Wayne, IN 46815
(260) 246-5450
“YOUR money, YOUR goals”
Advisor Profile
Thomas Beachy
Name:  Thomas Beachy
Phone Number:  (260) 246-5450
Website:  Visit Website
Disclaimer
Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Beachy Wealth Management LLC is not affiliated with the CFD companies. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, and CERTIFIED FINANCIAL PLANNER", in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

About Beachy Wealth Management

Beachy Wealth Management LLC is a full service financial planning firm that believes in diversification as the focus of building a portfolio. Tom is an independent CERTIFIED FINANCIAL PLANNER? Certificant, thus is not limited to any company's products. He believes in educating his clients on what their strategy is, how they accomplish it. Tom has the heart of a teacher, and believes that an educated client is more likely to work with him than another advisor.

Adviser not licensed in all States. Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC.

Beachy Wealth Management, LLC is not affiliated with the CFD companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, and CERTIFIED FINANCIAL PLANNER?, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
 

General Information

States Licensed in:    IN, OH, MI, FL, PA, GA
Work Experience:    Tom has been in the industry since 2006 and serving clients successfully ever since. He is a CERTIFIED FINANCIAL PLANNER", and licensed and experienced with Brokerage, Managed Accounts, Mutual Funds, Annuities, Stocks, Bonds, Alternative investments, Life Insurance, and other types of investments.

He believes the foundation of a good portfolio is diversification. As an independent financial planner, he can recommend most companies and is not limited to the products and services of any specific company. Tom has the heart of a teacher and wants to make sure clients are informed so they can make the right choices to fit their situation.

Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC.

Beachy Wealth Management, LLC is not affiliated with the CFD companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, and CERTIFIED FINANCIAL PLANNER", in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Insurance License#:    522450
Firm CRD#:    25427
CRD#:    5220029
Years of Experience in Financial Services:    11
Name of Broker/Dealer:    CFD Investments, Inc.
Number of Years with Current Firm:    8
I work with the following types of clients:    Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors
States Willing to do Business in:    Albion,Antwerp,Auburn,Avilla,Butler,Cecil,Churubusco,Columbia City,Convoy,Corunna,Craigville,Decatur,Fort Wayne,Garrett,Grabill,Harlan,Haviland,Hicksville,Hoagland,Huntertown,Laotto,Latty,Leo,Markle,Monroeville,New Haven,Ossian,Payne,Roanoke,Saint Joe,Spencerville,Uniondale,Waterloo,Woodburn,Yoder,Zanesville,The Greater Fort Wayne area
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Disability, Annuity
Securities Licenses:    Series 66, Series 7
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Firm Information

Assets Managed by Firm:    $1.15 Billion
Firm's Number of Clients:    9200
Advisor's Number of Clients:    225+
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
 

Compensation and Fees

Compensation Methods:    Hourly
Fee Structure:    Fee-Based (Fee and Commissions)
Additional Details on Charges:    We customize a situation that works for all parties based on your needs.
Compensation Methods:    Based on Assets, Flat Fee
Minimum Portfolio Size for New Managed Accounts:    NA
 
 
 
 
 
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