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

CRD#:    5220029
Firm CRD#:    25427
Insurance License#:    522450
Name of Broker/Dealer:    CFD Investments, Inc.
States Licensed in:    IN, OH, MI, FL, PA, GA
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
Years of Experience in Financial Services:    11
Number of Years with Current Firm:    8
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.
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
 

Services

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

Qualifications & Memberships

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

Firm Information

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

Compliance

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

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    NA
Compensation Methods:    Based on Assets, Flat Fee, Hourly
Additional Details on Charges:    We customize a situation that works for all parties based on your needs.
 
 
 
Prepared By: Thomas Beachy
 
 
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