Advisor at Investor FAN
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Margo Porter Panfili is a financial advisor with Investor FAN in Upland, Indiana, holding a Series 66 designation and 17 years of industry experience. She has been with Investor FAN since 2012. In addition to her advisory role, she operates Panfili Financial Services, which provides tax accounting and preparation services. Investor FAN offers investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm employs a comprehensive investment approach incorporating Modern Portfolio Theory and various analytical methods, managing over $427 million in discretionary assets as of the end of 2024.
Based on Investor FAN
Up to 2.00% annually
Some Representatives are licensed to sell insurance and may receive commissions on insurance products separate from advisory fees
Fee-only: Fixed fees up to $20,000 for financial consulting engagements or up to $10,000 for a financial plan
Upland, IN
Indiana · Washington
Investor Fan
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Upland, IN
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Series 63, Series 65
Marion, IN
Capital Analysts
Series 63, Series 65
Marion, IN
SPC
CFP®, Series 66
Marion, IN
Edward Jones
Series 66
Marion, IN
Edward Jones
CFP®, ChFC®, Series 63, Series 65
Hartford City, IN
Raymond James Financial
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