Claim Profile
NK

Noreen Anjum Kazi

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.·SOUTH BEND, Indiana
Unclaimed Profile
100 NORTH MICHIGAN STREET, SOUTH BEND, IN 46601CRD# 5010990Firm CRD# 111331
01

About

Noreen Anjum Kazi is a registered financial advisor based in SOUTH BEND, Indiana, affiliated with 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.
1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.
AUM
$3.5B
Regulatory assets under management
Employees
9
Total firm employees
Services
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5010990
Firm CRD# 111331
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTH BEND?

Browse all registered financial advisors in SOUTH BEND, Indiana or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Noreen Anjum Kazi offer?
Noreen Anjum Kazi specializes in Wealth Management. Contact their office in SOUTH BEND, Indiana for a consultation.
What are Noreen Anjum Kazi's credentials?
Noreen Anjum Kazi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Noreen Anjum Kazi located?
Noreen Anjum Kazi is based in SOUTH BEND, Indiana, working with 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.. Their office serves clients in the SOUTH BEND metropolitan area and surrounding communities.
How does Noreen Anjum Kazi charge for services?
Noreen Anjum Kazi's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.?
1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. has approximately 9 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty