1st Source Corporation Investment Advisors, Inc.

1st Source Corporation Investment Advisors, Inc. (CRD# 111331) is a financial advisory firm headquartered in South Bend, IN. They manage $3,740,361,870 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
100 North Michigan Street, South Bend, IN 46601
https://www.1stsource.com
By the Numbers
  • Total Assets Under Management
    3,740
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $3,740,361,870
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, MI

Financial Advisors at 1st Source Corporation Investment Advisors, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Jonathan Cisna, financial advisor South Bend IN
Jonathan W. Cisna
CRD#: 6462800
South Bend, IN 46601

Jonathan Cisna (CRD# 6462800) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 4 years of experience in the finance industry.

2
Erik Clapsaddle, financial advisor South Bend IN
Erik D. Clapsaddle
CRD#: 4691575
South Bend, IN 46601

Erik Clapsaddle (CRD# 4691575) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 16 years of experience in the finance industry. Erik Clapsaddle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jason Cooper, financial advisor South Bend IN
Jason W. Cooper
CRD#: 4575242
South Bend, IN 46601

Jason Cooper (CRD# 4575242) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 18 years of experience in the finance industry.

4
Christopher Davis, financial advisor Fort Wayne IN
Christopher M. Davis
CRD#: 2281163
Fort Wayne, IN 46802

Christopher Davis (CRD# 2281163) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in Fort Wayne, IN and has over 5 years of experience in the finance industry.

5
Paul Gifford, financial advisor South Bend IN
Paul W. Gifford
CRD#: 1958782
South Bend, IN 46601

Paul Gifford (CRD# 1958782) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 30 years of experience in the finance industry.

6
Noreen Kazi, financial advisor South Bend IN
Noreen A. Kazi
CRD#: 5010990
South Bend, IN 46601

Noreen Kazi (CRD# 5010990) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 5 years of experience in the finance industry.

7
Jacqueline Kronewitter, financial advisor South Bend IN
Jacqueline A. Kronewitter
CRD#: 3255004
South Bend, IN 46601

Jacqueline Kronewitter (CRD# 3255004) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 20 years of experience in the finance industry.

8
Robert Romano, financial advisor South Bend IN
Robert E. Romano
CRD#: 2475644
South Bend, IN 46601

Robert Romano (CRD# 2475644) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 25 years of experience in the finance industry.

9
Tamara Simon, financial advisor South Bend IN
Tamara L. Simon
CRD#: 4585159
South Bend, IN 46601

Tamara Simon (CRD# 4585159) is an Investment Advisor Representative working at 1st Source Corporation Investment Advisors, Inc. in South Bend, IN and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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