Unclaimed Profile

Joseph Dewald

SECURITY FINANCIAL SERVICES, INC.·FORT WAYNE, Indiana

SIE, Series 7, Series 63, Series 65CFPClean record25 years registeredSECURITY FINANCIAL SERVICES, INC.

12726 COLDWATER ROAD, FORT WAYNE, IN 46845CRD# 2881285Firm CRD# 122050

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Dewald · FORT WAYNE, IN

Registration

CRD #2881285 · SECURITY FINANCIAL SERVICES, INC. · 25 years registered

Brand Profile

Not yet started

Career History

WEALTH ADVISORS GROUP

Dec 2000 – present

LPL FINANCIAL CORPORATION

Oct 2000 – Dec 2009

FORT WAYNE, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · October 25, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SECURITY FINANCIAL SERVICES, INC.

CRD 122050 · SEC 801-69787

AUM

$996M

Regulatory assets under management

Employees

2,672 client accounts

Services offered by SECURITY FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SECURITY FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Joseph Dewald offer?

Joseph Dewald specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.

What are Joseph Dewald's credentials?

Joseph Dewald holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Dewald located?

Joseph Dewald is based in FORT WAYNE, Indiana, working with SECURITY FINANCIAL SERVICES, INC.. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.

How does Joseph Dewald charge for services?

Joseph Dewald's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECURITY FINANCIAL SERVICES, INC.?

SECURITY FINANCIAL SERVICES, INC. has approximately 13 employees and manages $996M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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