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Current Employers
Vestia Personal Wealth Advisors

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2021-11-09
  • SC RA
    APPROVED
    Since 2021-11-09

Branch Locations

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States

Simpsonville, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Taylor University Upland IN 08/2015 05/2017
Larson Financial Group, Llc Saint Louis MO 06/2017 12/2017
Larson Financial Securities, Llc Indianapolis IN 06/2017 12/2017
Vestia Advisors, Llc Fort Wayne IN 01/2018 Present
  • 08/2015 → 05/2017
    Taylor University
    Upland, IN
  • 06/2017 → 12/2017
    Saint Louis, MO
  • 06/2017 → 12/2017
    Larson Financial Securities, Llc
    Indianapolis, IN
  • 01/2018 → Present
    Vestia Advisors, Llc
    Fort Wayne, IN
Previous Registrations
Other Businesses

VESTIA INSURANCE, LLC (DBAS "VESTIA INSURANCE SERVICES" AND "VESTIA BENEFIT SOLUTIONS"); 9121 ILLINOIS RD FORT WAYNE, IN 46804; LICENSED VESTIA ADVISORS, LLC PERSONNEL MAY OFFER OR REFER INSURANCE SOLUTIONS TO INVESTMENT ADVISORY CLIENTS. THESE INSURANCE ACTIVITIES SOMETIMES RESULT IN COMMISSION PAYMENTS OR REVENUE SHARING TO VESTIA INSURANCE, LLC. A CONFLICT OF INTEREST EXISTS ANYTIME COMPENSATION IS INVOLVED. IN AN EFFORT TO REDUCE CONFLICTS OF INTEREST, FINANCIAL ADVISORS AT VESTIA DO NOT RECEIVE INDIVIDUAL COMMISSION PAYMENTS FROM ANY INSURANCE PROVIDER OR AGENCY. WHILE THE ADVISOR IS NOT PAID A DIRECT COMMISSION, OUR HOLDING COMPANY, AS WELL AS OUR FIRM PERSONNEL BENEFIT FROM THIS ARRANGEMENT SINCE REVENUE EARNED FROM THIS BUSINESS ACTIVITY MAY BE USED TO OFFSET OPERATING EXPENSES, PROVIDE SHAREHOLDER DISTRIBUTIONS, ETC. OUR ADVISORY FIRM AND ITS ASSOCIATES TAKE THEIR RESPONSIBILITIES SERIOUSLY AND RECOMMEND INSURANCE SOLUTIONS WE BELIEVE ARE APPROPRIATE FOR EACH CLIENT. MANAGING MEMBER; 03/2019-PRESENT; 4-5 HRS/MO DURING TRADING HRS; DUTIES INCLUDE INTRODUCING CLIENTS TO POTENTIAL SOLUTIONS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-30
  • S66 Uniform Combined State Law Examination
    2017-06-30
Designations
Other Names
  • Chris Robbins

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