Advisors at this firm
Albert K
Series 63, Series 66
Fort Wayne, IN
Galecki Financial Management Inc
Albert Kohout is a financial advisor at Galecki Financial Management Inc with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Galecki Financial Management since 2003. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations. The firm offers discretionary asset management, comprehensive financial planning, and specialized engagements such as Initial Financial Overviews and Divorce Financial Overviews, utilizing diversified, asset-allocation-driven portfolios managed by an internal Investment Committee of CFP® professionals.
Kevin C
CFP®
Fort Wayne, IN
Galecki Financial Management Inc
Kevin Chandler is a CFP® professional with 11 years of experience in financial advising. He has been with Galecki Financial Management Inc since 2014. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations. The firm offers discretionary asset management, comprehensive financial planning, and specialized engagements such as Initial Financial Overviews and Divorce Financial Overviews, using a diversified, asset-allocation-driven investment approach supported by an internal Investment Committee.
Andrew Y
CFP®, Series 66
Fort Wayne, IN
Galecki Financial Management Inc
Andrew Young is a CFP® and Series 66 professional with 14 years of industry experience. He has been with Galecki Financial Management Inc since 2013. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations. The firm employs an internal Investment Committee of CFP® professionals to manage diversified, asset-allocation-driven portfolios and offers comprehensive, cash-flow-based financial planning along with specialized one-time engagements such as Initial and Divorce Financial Overviews.
Michael M
CFP®, Series 63, Series 66
Fort Wayne, IN
Galecki Financial Management Inc
Michael Mcardle is a CFP® professional with 23 years of industry experience, currently serving at Galecki Financial Management Inc since 2007. He holds Series 63 and Series 66 licenses and works from Fort Wayne, IN as part of a six-advisor team. Galecki Financial Management is a fee-only advisory firm that provides discretionary asset management, comprehensive financial planning, and specialized one-time engagements such as Initial Financial Overviews and Divorce Financial Overviews. The firm serves moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations, employing an internal Investment Committee to implement diversified, asset-allocation-driven portfolios.
Chloe B
Series 65
Fort Wayne, IN
Galecki Financial Management Inc
Chloe Blythe is a financial advisor at Galecki Financial Management Inc in Fort Wayne, IN, holding a Series 65 designation with 12 years of industry experience. She has been with Galecki Financial Management since 2012. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, as well as institutional clients such as pension plans and charitable organizations. The firm employs a team of CFP® professionals who implement diversified, asset-allocation-driven portfolios and provide comprehensive financial planning, including specialized services like Initial Financial Overviews and Divorce Financial Overviews.
Melanie C
CFP®
Fort Wayne, IN
Galecki Financial Management Inc
Melanie Colwell is a CFP® professional with 18 years of experience in financial advising. She has been with Galecki Financial Management Inc since 2005. The firm operates as a team of six advisors based in Fort Wayne, IN. Galecki Financial Management is a fee-only advisory firm serving moderate- and high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trustees, trusts, and foundations. The firm provides discretionary asset management, comprehensive financial planning, and specialized one-time engagements, employing a diversified, asset-allocation-driven investment approach overseen by an internal committee of CFP® professionals.