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portrait of Adam R Siegelin
FINANCIAL ADVISOR

Adam R Siegelin

CFP®, AAMS™, CKA®
201 West Main Street, Gas City, IN 46933opens in a new window
CallSend Me a Message

About Adam

My team and I are dedicated to empowering creators, entrepreneurs and families through personalized and comprehensive financial guidance.

Our passion lies in supporting content creators and entrepreneurs, allowing them to focus on growing their communities and brands while we work seamlessly behind the scenes with their CPAs and attorneys to ensure they are able to maintain, protect and grow their businesses.

We also have decades of combined experience helping families navigate their retirement planning journey. We have an established process that we walk through with each of our clients, while at the same time, tailoring our strategies to each individual situation

I...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Charitable Giving

Work History

  • Edward JonesApril 2021 to Current
  • Taylor Univ Ofc of AdmissionsAugust 2019 to May 2020

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CKA®

    Certified Kingdom Advisor®

Education

  • Taylor UniversityBachelors

Team Members

  • Stefanie Rogers
    Sr. Branch Office Administrator
  • Kari Olson
    Branch Office Administrator
  • Cheryl Ziegler
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(765) 677-9259

Fax

(888) 233-5847

Office Address

201 West Main Street
Gas City, IN 46933opens in a new window

Mailing address

Po Box 13
Gas City, IN 46933

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