Pettinga Financial Advisors, LLC

Overview

Pettinga Financial Advisors, LLC is an SEC registered investment adviser based in Evansville, IN, registered since 2011. It reports $1.3B in assets under management across 2,267 accounts, with 11 employees. It has 8 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

98%

Accounts

2,267

Average account

$563K

Employees

11

Advisory reps

8

Registered since

2011

Jurisdictions

12

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Tonya Faye Borders President, Chief Executive Officer, Chief Operating Officer CRD 5307748
• Brian Jay Goebel Senior Vice President, Chief Investment Officer CRD 4581023
• Matthew Edward Volkman Senior Vice President CRD 2511388

Advisory reps 3 of 8

• Tonya Faye Borders Investment Adviser Rep CRD 5307748
• Seth Edmund Cissna Investment Adviser Rep CRD 8297182
• Brian Jay Goebel Investment Adviser Rep CRD 4581023

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

215 NW Martin Luther King Jr Blvd
Evansville, IN 47708

County

Vanderburgh

Metro area

Evansville, IN-KY

Region

Midwest

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: pettinga.com

Every state, with registration dates

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