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Steven James Wessell

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.·SOUTH BEND, Indiana
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100 NORTH MICHIGAN STREET, SOUTH BEND, IN 46601CRD# 4370571Firm CRD# 111331
01

About

Steven James Wessell 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
View all advisors at 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. →
Services
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4370571
Firm CRD# 111331
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven James Wessell offer?
Steven James Wessell specializes in Wealth Management. Contact their office in SOUTH BEND, Indiana for a consultation.
What are Steven James Wessell's credentials?
Steven James Wessell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven James Wessell located?
Steven James Wessell 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 Steven James Wessell charge for services?
Steven James Wessell'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.
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Other advisors in SOUTH BEND
Jason Werner Cooper — 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.Paul Wayne Gifford — 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.Tamara L. Simon — 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.Robert Eugene Romano — 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.Bennett Jay Goodman — CERES PARTNERS, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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