Alan C. Skillern

BEST CASE FINANCIAL

FILLMORE, IN

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CRD#: 7387512

Professional summary

Alan Christopher Skillern, CFP® is a registered financial advisor currently at BEST CASE FINANCIAL located in Fillmore, Indiana.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Alan has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Christopher Skillern's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

February 10, 2025 - Present

BEST CASE FINANCIAL

RIA

CRD#: 334845

FILLMORE, IN

Past

June 4, 2021 - January 16, 2024

DELTA WEALTH ADVISORS LLC

RIA

CRD#: 310504

INDIANAPOLIS, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(2/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BEST CASE FINANCIAL

BEST CASE FINANCIAL | BEST CASE FINANCIAL LLC

CRD#: 334845 / SEC#:

Indiana

Registered Investment Advisory firm - (2/10/2025 Approved)

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Contact information

Main Address

Fillmore, IN

Mailing Address

Phone number

(765) 720-0299

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Alan C. Skillern

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Christopher Skillern's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEST CASE FINANCIAL

DELTA WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Current Firm

BEST CASE FINANCIAL

Contact information

Documents

Red Flags

Company Information

BEST CASE FINANCIAL

TRUST BUT VERIFY

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