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Andrew Pajakowski

Advisor at WWA Planning & Investments

Updated today

Location

Columbus, IN 47201

Credentials

Series 65

Industry experience

5 years

Client services

Based on WWA Planning & Investments

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Location

427 Washington St

Columbus, IN 47201

Most active in

Indiana · Texas

Work history

WWA Planning & Investments

2020 - Present (6 years)

Cummins, Inc.

1994 - 2019 (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jimmy K

Series 63, Series 65

Columbus, IN

McAvoy Kemp Wealth Management, LLC

Jimmy Kemp is a financial advisor with McAvoy Kemp Wealth Management, LLC in Columbus, Indiana, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with McAvoy Kemp Wealth Management since 2007 and has been associated with Cambridge Investment Research, Inc. since 2001. Outside of advising, he is involved in local politics as a board member of the Brown County County Council and holds various roles within the Brown County Republican Party. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, pension and profit-sharing plans, and trusts. The firm emphasizes individualized financial planning and asset allocation, managing accounts primarily on a discretionary basis with portfolios that commonly include mutual funds and ETFs.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
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John E

Series 63

Columbus, IN

Kessler Investment Group, LLC

John Eisenbarth is a financial advisor at Gladstone Wealth Partners with 27 years of industry experience. He holds a Series 63 designation and has worked at Gladstone Wealth Partners since 2021, as well as at Kessler Investment Group since 2010. Gladstone Wealth Partners is an enterprise firm with 107 advisors, serving clients through institutional advisory services and asset management.

Wealth management Active portfolio management Tax-loss harvesting College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals
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Cheryl M

Series 66

Columbus, IN

McAvoy Kemp Wealth Management, LLC

Cheryl McAvoy is a financial advisor at McAvoy Kemp Wealth Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has been with McAvoy Kemp Wealth Management since 2007. Outside of her advisory role, McAvoy serves as a board member for Columbus City Utilities and is the managing partner of Simon Media LLC. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm manages approximately $63.8 million for around 110 clients, offering individualized financial planning and discretionary portfolio management with a focus on mutual funds and ETFs.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
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Craig K

Series 63, Series 66

Columbus, IN

Kessler Investment Group, LLC

Wealth management Active portfolio management Tax-loss harvesting College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals
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Matthew R

Series 65

Columbus, IN

Kessler Investment Group, LLC

Matthew Rust is a financial advisor at Kessler Investment Group, LLC in Columbus, IN, holding a Series 65 designation with seven years of industry experience. He worked at Kessler Investment Group from 2014 to 2020 and rejoined the firm in 2024. Between these periods, he was employed at Century 21/Breeden Realtors from 2020 to 2024. Kessler Investment Group provides discretionary portfolio management and financial planning to a diverse client base, including individuals, ERISA retirement plans, trusts, and charitable organizations. The firm employs an Active vs. Passive investment approach that combines passive allocations with sector-focused active management and serves both retail and institutional clients.

Wealth management Active portfolio management Tax-loss harvesting College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals
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Bryce F

Series 65

Columbus, IN

SMI Advisory Services, LLC

Bryce Fathauer is a financial advisor at SMI Advisory Services, LLC with 11 years of industry experience. He holds the Series 65 designation and is based in Columbus, Indiana. SMI Advisory Services manages approximately $949 million in discretionary assets and serves over 1,000 clients, primarily individual investors who are not high-net-worth. The firm employs quantitative, mechanical analysis and momentum-based algorithms in its investment approach, managing portfolios through separately managed accounts and its own family of mutual funds.

Passive / index investing Active portfolio management Private / alternative investments
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