Advisor at Seek & Find Financial
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Firm
Seek & Find Financial
Location
Chesterton, IN 46304
Credentials
Series 65
Industry experience
< 1 year
Michael Halloran is a financial advisor at Seek & Find Financial with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked in various roles across multiple industries, including five years at Summers of Brownsburg, Inc. Seek & Find Financial provides portfolio management and pension consulting services to corporations, high-net-worth individuals, and other clients. The firm employs a long-term investment approach using modern portfolio theory and quantitative analysis, and offers both discretionary and non-discretionary management tailored to client goals and risk tolerance.
Based on Seek & Find Financial
Fixed fee for portfolio management ranging from $500 to $4,000 monthly, at firm's discretion
Minimum fee: Fixed fee for portfolio management can range from $500 to $4,000 paid monthly in arrears
880 Sidewalk Rd
Chesterton, IN 46304
Indiana
Seek & Find Financial, LLC
2025 - Present (1 year)
Seek and Find Financial, LLC
2025 - Present (1 year)
Summers of Brownsburg, INC.
2020 - 2025 (5 years)
Core Value Contracting
2019 - 2020 (1 year)
Dubina Landscaping, LLC
2019 - 2019 (1 year)
Investabuild, LLC
2018 - 2019 (1 year)
Summers Plumbing Heating and Cooling
2017 - 2018 (1 year)
UTS Buyers, LLC
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
CFP®, CPA
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Seek & Find Financial
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