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Alan Christopher Skillern

Best Case Financial

Greencastle, IN

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Current Employers
Best Case Financial

1013 Indianapolis Rd, Greencastle, IN 46135 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-02-10
  • IN RA
    APPROVED
    Since 2025-02-10

Branch Locations

1013 Indianapolis Rd, Greencastle, IN 46135 • 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
Delta Wealth Advisors, Llc Indianapolis IN 07/2020 12/2023
Cortland Capital Market Services Carmel IN 12/2019 07/2020
N/A Indianapolis IN 07/2019 12/2019
Valeo Financial Advisors Carmel IN 06/2018 07/2019
N/A N/A IN 05/2010 06/2018
Integrated Planning And Wealth Management Carmel IN 07/2017 08/2017
Best Case Financial Llc Fillmore IN 01/2025 Present
N/A Fillmore IN 01/2024 12/2024
  • 07/2020 → 12/2023
    Delta Wealth Advisors, Llc
    Indianapolis, IN
  • 12/2019 → 07/2020
    Cortland Capital Market Services
    Carmel, IN
  • 07/2019 → 12/2019
    N/A
    Indianapolis, IN
  • 06/2018 → 07/2019
    Valeo Financial Advisors
    Carmel, IN
  • 05/2010 → 06/2018
    N/A
    N/A, IN
  • 07/2017 → 08/2017
    Integrated Planning And Wealth Management
    Carmel, IN
  • 01/2025 → Present
    Best Case Financial Llc
    Fillmore, IN
  • 01/2024 → 12/2024
    N/A
    Fillmore, IN
Previous Registrations
Designations

View on SEC IAPD

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