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SECURITY FINANCIAL SERVICES, INC., CRD 122050
FORT WAYNE, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| M••• D•••• V••••••••• | Certified Financial Planner | FORT WAYNE, IN | 27 | 38 | 1 | no |
| J••••• D••••• | Certified Financial Planner | FORT WAYNE, IN | 25 | 29 | 1 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•••••• A•••• J••••• | VICE PRESIDENT | B | yes | 01/2015 | Mar 24, 2026 | Mar 24, 2026 |
| D•••••• J••••• | Director | B | yes | 03/2014 | Mar 24, 2026 | Mar 24, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.3B | $1.1B | 19.0% | $934M | 12.8% | 16 | 14 | 0 | 0 |
| no |
| P•••••• J••• O•••••••• | Certified Financial Planner | FORT WAYNE, IN | 11 | 21 | n/a | no |
| A••• J••••• B••••• | Certified Financial Planner | FORT WAYNE, IN | 11 | 13 | n/a | no |
| C••••••••• A•••• S•••• | Certified Financial Planner | FORT WAYNE, IN | 8 | 27 | n/a | no |
| A••••• T•••• | Certified Financial Planner | FORT WAYNE, IN | 2 | 10 | 2 | no |
| L•••• M••••• | n/a | FORT WAYNE, IN | 0 | 12 | 3 | no |
| D••••• W•••••• M••••••• | Certified Financial Planner | FORT WAYNE, IN | 0 | 10 | n/a | no |
| A••• C•••••• R••••• | n/a | FORT WAYNE, IN | 0 | 10 | n/a | no |
| T•••• M•••••• S•••• | Certified Financial Planner | FORT WAYNE, IN | 0 | 10 | n/a | no |
| PRESIDENT/CHIEF COMPLIANCE OFFICER |
| C |
| yes |
| 01/2015 |
| Mar 24, 2026 |
| Mar 24, 2026 |
| V••••••••• M•••• D•••• | Director | C | yes | 09/1991 | Mar 24, 2026 | Mar 24, 2026 |
| S••••• C••••••••• A•••• | Director | Na | yes | 01/2021 | Mar 15, 2021 | Apr 18, 2024 |
| Mar 24, 2026 |
| $1.3B |
| $1.3B |
| 16 |
| 6 |
| 0 |
| n/a |
| n/a |
| 2024 | Mar 20, 2025 | $1.1B | $1.1B | 14 | 6 | 0 | n/a | n/a |
| 2023 | Mar 25, 2024 | $996M | $979M | 13 | 5 | 0 | n/a | n/a |
| 2022 | Mar 27, 2023 | $934M | $922M | 11 | 5 | 0 | n/a | n/a |
| 2021 | Mar 14, 2022 | $785M | $755M | 11 | 5 | 0 | n/a | n/a |
| 2020 | Mar 15, 2021 | $660M | $644M | 10 | 5 | 0 | n/a | n/a |
| 2019 | Mar 12, 2020 | $561M | $533M | 10 | 5 | 0 | n/a | n/a |
| 2018 | Mar 25, 2019 | $483M | $457M | 10 | 5 | 0 | n/a | n/a |
| 2017 | Mar 28, 2018 | $437M | $418M | 10 | 5 | 0 | n/a | n/a |
| 2016 | Mar 24, 2017 | $315M | $300M | 9 | 4 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $255M | $241M | 9 | 4 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $262M | $248M | 8 | 4 | n/a | n/a | n/a |
| 2013 | Mar 26, 2014 | $211M | $198M | 7 | 3 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $180M | $170M | 7 | 3 | n/a | n/a | n/a |
| 2011 | Feb 14, 2012 | $155M | $155M | n/a | n/a | n/a | n/a | n/a |