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9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-25 |
Branch Locations
9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Fort Wayne | IN | 02/2021 | 06/2022 |
| Ups | Fort Wayne | IN | 08/2019 | 04/2021 |
| Ups | Fort Wayne | IN | 08/2018 | 08/2019 |
| Herron's Amish Furniture | Napoleon | OH | 06/2018 | 08/2018 |
| Unoh | Lima | OH | 06/2016 | 06/2018 |
| Osaic Fa, Inc. | Fort Wayne | IN | 05/2023 | 10/2024 |
| Troyer Retirement | Fort Wayne | IN | 07/2022 | 02/2023 |
| Raymond James Financial Services Inc. | Archbold | OH | 10/2024 | 01/2026 |
| Purdue University Fort Wayne | Fort Wayne | IN | 08/2018 | 08/2020 |
| Raymond James Financial Services Advisors, Inc. | Archbold | OH | 10/2024 | 01/2026 |
| Farmer & Merchants State Bank | Archbold | OH | 10/2024 | 01/2026 |
| F&M Bank | Fort Wayne | IN | 10/2024 | 01/2026 |
| Vestia Personal Wealth Advisors | Fort Wayne | IN | 02/2026 | Present |
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. AGENT; 12/2024-PRESENT; 4-5 HRS/MO DURING TRADING HRS; DUTIES INCLUDE INTRODUCING CLIENTS TO POTENTIAL SOLUTIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-02 |
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