Brandon Muma

Advisor at Fidelity

Updated today
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Firm

Fidelity

Location

South Bend, IN 46617-1477

Credentials

Series 63, Series 66

Industry experience

4 years

About

Brandon Muma is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He works as part of a team to develop personalized plans for clients' investment strategies and retirement goals. Prior to this role, Brandon held various positions at Fidelity Investments, including Investment Solutions Representative III, II, and I from 2023 to 2025, High Net Worth Service Representative in 2022, and Customer Relationship Advocate from 2021 to 2022.

Brandon holds an Arkansas Insurance License, which supports his work in financial planning and investment consultation. Outside of his professional responsibilities, he enjoys activities such as boating, cars, fishing, lake, and swimming.

Expertise

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Investments

2021 - Present (5 years)

Amway

2019 - 2021 (2 years)

Manpower

2019 - 2019 (1 year)

SwimAtlanta

2018 - 2019 (1 year)

Manpower

2018 - 2018 (1 year)

Tri-Cities YMCA

2016 - 2018 (2 years)

Rockford Riptide

2016 - 2016 (1 year)

Calvin College

2012 - 2016 (4 years)

Disclosures

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

Lance L

CFP®

South Bend, IN

Kingdom Financial

Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

General retirement planning Wealth management Christian Faith Based Gen X (Born 1965-1980)

Leo P

CFP®, Series 63, Series 66

South Bend, IN

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Charitable giving & philanthropy Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families

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Series 66

Mishawaka, IN

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Niles, MI

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Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner

William S

Series 63, Series 65

South Bend, IN

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William Simon is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in addressing the financial and investment needs of high-net-worth individuals and small businesses. Since joining Merrill in 1996, he has developed expertise in areas such as divorce transition planning, education planning, family wealth management strategies, liquidity management, retirement income, and tax minimization. His approach balances a long-term investment philosophy with flexibility to accommodate clients who may prefer short-term speculative strategies. Mr. Simon holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Indiana University and an Associate's Degree from Mohawk Valley College. Committed to community involvement, he serves on the board of directors of the Scholarship Foundation of St. Joseph County and is a member of the Elkhart Noon Rotary. Originally from Lancaster, New York, William resides in Michiana with his wife, Ann, and they have three grown children.

Wealth management Retirement income strategy Business ownership considerations Business succession planning Founder/Business Owner Doctor or Medical Professional Women Professionals
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