| Wealth Care Financial Group |
9840 Westpoint Dr # 350, Indianapolis, IN 46256 |
|
31784xxxx0 |
jef********@w******************.com |
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| PVA Wealth Advisors - Ameriprise Financial Services, LLC |
2900 E 96th St, Indianapolis, IN 46240 |
|
31781xxxx5 |
der*********@a***.com |
5 |
2 |
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283 |
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298 |
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| Integrity Wealth Advisors |
600 E Carmel Dr #269, Carmel, IN 46032 |
|
31797xxxx0 |
*nn*@i**********.net |
5 |
2 |
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266 |
4 |
279 |
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| Precedent Financial Strategies |
9000 Keystone Crossing # 145, Indianapolis, IN 46240 |
|
31779xxxx3 |
ken****@p******************.com |
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| Stephen Marcou - TIAA Wealth Management Advisor |
2325 Pointe Pkwy Suite 100, Carmel, IN 46032 |
|
87726xxxx7 |
acc******************@t***.org |
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90959 |
525 |
91000 |
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| Rudy Saldivar - Financial Advisor, Ameriprise Financial Services, LLC |
8900 Keystone Crossing Ste 400, Indianapolis, IN 46240 |
|
31785xxxx8 |
dns*****@a***.com |
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| Jordan Frye - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31740xxxx2 |
pro*********@r**.com |
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| CAPTRUST |
9100 Keystone Crossing #700, Indianapolis, IN 46240 |
|
31766xxxx0 |
aar*********@c*******.com |
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445 |
62 |
569 |
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| Blend Wealth |
12052 Old Stone Dr, Indianapolis, IN 46236 |
|
31785xxxx6 |
hel**@b**********.com |
5 |
18 |
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261 |
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277 |
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| Laura McMahon - Financial Advisor, Ameriprise Financial Services, LLC |
3755 E 82nd St Ste 40, Indianapolis, IN 46240 |
|
31728xxxx0 |
dns*****@a***.com |
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188 |
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| Christopher Tedford - TIAA Wealth Management Advisor |
2325 Pointe Pkwy Suite 100, Carmel, IN 46032 |
|
87726xxxx7 |
acc**********@t***.org |
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90959 |
525 |
91000 |
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| Thurston Springer MIller Herd & Titak |
9000 Keystone Crossing, Indianapolis, IN 46240 |
|
31758xxxx0 |
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5 |
1 |
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| Sanctuary Wealth |
3815 River Crossing Pkwy #200, Indianapolis, IN 46240 |
|
31797xxxx9 |
aco*****************@s**************.com |
3.7 |
3 |
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7 |
3 |
9 |
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| Northwestern Mutual |
9753 Crosspoint Blvd, Indianapolis, IN 46256 |
|
31728xxxx8 |
ama*********@n*.com |
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| Avantax Planning Partners |
8604 Allisonville Rd STE 390, Indianapolis, IN 46250 |
|
84461xxxx2 |
adv***************@a******.com |
3 |
2 |
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7304 |
227 |
7400 |
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| Jay Gagne - Raymond James |
6081 E 82nd St Ste 140, Indianapolis, IN 46250 |
|
31757xxxx0 |
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5 |
4 |
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| EverImpact Wealth Management, LLC |
1980 E 116th St Ste 200, Carmel, IN 46032 |
|
31777xxxx0 |
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| Mike Van Asten - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx3 |
rbc*********@r**.com |
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14777 |
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16000 |
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| The Promus Wealth Management Group |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx4 |
wms**********@r**.com |
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14777 |
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16000 |
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| Strategic Wealth Designers |
9025 River Rd Ste 120, Indianapolis, IN 46240 |
|
31764xxxx6 |
aar**@s*******.com |
4.9 |
40 |
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4.8 |
64 |
4739 |
16 |
4900 |
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| Daniel Latimer - UBS Financial Services Inc. |
8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240 |
|
31781xxxx6 |
abc*******@u**.com |
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| David Covert - Raymond James |
9998 Crosspoint Blvd STE 100, Indianapolis, IN 46256 |
|
31757xxxx0 |
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| Holistic Financial Partners, LLC |
9959 Crosspoint Blvd, Indianapolis, IN 46256 |
|
31755xxxx0 |
inf*@h************************.com |
5 |
1 |
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5 |
5 |
155 |
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167 |
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| Snowbird Financial LLC |
9165 Otis Ave Suite 219, Indianapolis, IN 46216 |
|
31761xxxx6 |
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5 |
13 |
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| Integrity Wealth Management |
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|
51525xxxx9 |
bcb@s*******************.com |
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| Windsor Wealth Management |
500 E 96th St Ste 450, Indianapolis, IN 46240 |
|
31784xxxx5 |
amy*********@c******.com |
3.7 |
3 |
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| Elser Financial Planning |
8900 Keystone Crossing #450, Indianapolis, IN 46240 |
|
31773xxxx5 |
adm**@e******.com |
5 |
2 |
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| Geist Family Wealth |
10142 Brooks School Rd #198, Fishers, IN 46037 |
|
31751xxxx7 |
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4.7 |
3 |
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| Lewis Wealth Management |
1905 S New Market St Suite 156, Carmel, IN 46032 |
|
31750xxxx0 |
joh*@l********************.net |
5 |
9 |
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| Circle City Wealth Management |
350 Massachusetts Ave, Indianapolis, IN 46204 |
|
31773xxxx5 |
tea*@l********.com |
5 |
1 |
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| Fi3 Financial Advisors, LLC |
8900 Keystone Crossing Suite 225, Indianapolis, IN 46240 |
|
31742xxxx0 |
idh******@f**********.com |
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| Scott Mickey - TIAA Wealth Management Advisor |
2325 Pointe Pkwy Suite 100, Carmel, IN 46032 |
|
87726xxxx7 |
acc**********@t***.org |
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|
90959 |
525 |
91000 |
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| Thomas Farrell - TIAA Wealth Management Advisor |
2325 Pointe Pkwy Suite 100, Carmel, IN 46032 |
|
87726xxxx7 |
acc**********@t***.org |
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90959 |
525 |
91000 |
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| Fortitude Private Wealth, Inc |
1980 E 116th St Suite #350, Carmel, IN 46032 |
|
31781xxxx0 |
jzo****@f*********************.com |
5 |
1 |
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| Valeo Financial Advisors, LLC |
10 W Carmel Dr #400, Carmel, IN 46032 |
|
31721xxxx0 |
aam**@v*************.com |
5 |
3 |
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| Dunlap Gill Wealth Management Group |
14074 Trade Center Dr # 110, Fishers, IN 46038 |
|
31777xxxx6 |
|
5 |
1 |
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| Clay Walters - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx0 |
wms**********@r**.com |
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14777 |
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16000 |
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| Bedel Financial Consulting |
8940 River Crossing Blvd Suite 120, Indianapolis, IN 46240 |
|
31784xxxx8 |
aad***@b*************.com |
5 |
45 |
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508 |
21 |
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| Impact Financial Group - Ameriprise Financial Services, LLC |
8945 N Meridian St Ste 200, Indianapolis, IN 46260 |
|
31720xxxx8 |
dns*****@a***.com |
5 |
3 |
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| BBK Wealth Management |
14074 Trade Center Dr #240, Fishers, IN 46038 |
|
31720xxxx0 |
inf********@b********.com |
4.9 |
10 |
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| STAR Financial Bank - Wealth |
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31781xxxx0 |
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5 |
3 |
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| TrustWealth Strategies |
9000 Keystone Crossing Suite 400, Indianapolis, IN 46240 |
|
31769xxxx6 |
|
5 |
3 |
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| Billet Financial Services Inc |
7202 Shadeland Ave # 212, Indianapolis, IN 46250 |
|
31784xxxx9 |
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| Crown Haven Wealth Advisors |
11555 N Meridian St Suite #560, Carmel, IN 46032 |
|
31743xxxx5 |
adm**@c*********.com |
4.6 |
37 |
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178 |
25 |
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| Tim J Meister - Private Wealth Advisor, Ameriprise Financial Services, LLC |
8900 Keystone Crossing Ste 400, Indianapolis, IN 46240 |
|
31785xxxx9 |
dns*****@a***.com |
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46 |
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| Wells Fargo Advisors Financial Network |
115 W Washington St Suite 1160 S, Indianapolis, IN 46204 |
|
31766xxxx3 |
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3 |
11 |
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| Vuoch Tan Minnich - Private Wealth Advisor, Ameriprise Financial Services, LLC |
8900 Keystone Crossing Ste 400, Indianapolis, IN 46240 |
|
31785xxxx3 |
dns*****@a***.com |
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| Spectrum Financial Group |
9000 Keystone Crossing # 620, Indianapolis, IN 46240 |
|
31784xxxx0 |
aal****@s*********************.com |
5 |
9 |
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335 |
100 |
358 |
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| Rhett Helt - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31741xxxx7 |
ont****@r**.com |
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26 |
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33 |
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| Dison Wealth Management |
4021 W 71st St, Indianapolis, IN 46268 |
|
31729xxxx2 |
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| Don Schofield - Financial Advisor, Ameriprise Financial Services, LLC |
501 Stover Avenue, Indianapolis, IN 46227 |
|
31778xxxx1 |
dns*****@a***.com |
3 |
2 |
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| Trust Investment Advisors |
8440 Woodfield Crossing Blvd Suite 100, Indianapolis, IN 46240 |
|
31725xxxx0 |
ase*@t*********.com |
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| Meister Private Wealth Advisory Group - Ameriprise Financial Services, LLC |
8900 Keystone Crossing Ste 400, Indianapolis, IN 46240 |
|
31785xxxx0 |
dns*****@a***.com |
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46 |
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| Elements Wealth Management |
25 S East St, Indianapolis, IN 46204 |
|
88842xxxx4 |
aar***@e*******.org |
|
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190 |
|
202 |
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| Edward Jones - Financial Advisor: Kregg L Thornburg, AAMS™ |
10475 Crosspoint Blvd Suite 120, Indianapolis, IN 46256 |
|
31782xxxx6 |
a.j*********@e**********.com |
|
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|
87442 |
|
100000 |
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|
| John Stollmeyer - Raymond James |
9998 Crosspoint Blvd STE 100, Indianapolis, IN 46256 |
|
31757xxxx0 |
aar************@r***********.com |
|
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|
17479 |
|
18000 |
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| United Capital Financial Advisors |
440 N East St, Indianapolis, IN 46204 |
|
31763xxxx0 |
car****@u******************.com |
3 |
1 |
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| 528 Financial |
9265 Counselors Row, Indianapolis, IN 46240 |
|
31766xxxx4 |
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| Davison Wealth Management LLC |
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31725xxxx8 |
inf*@r********.com |
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75 |
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| wR2 Advisors of Raymond James |
241 N Pennsylvania St Suite 100, Indianapolis, IN 46204 |
|
31796xxxx0 |
aar************@r***********.com |
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17479 |
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18000 |
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| Biechele Royce Advisors Inc |
11634 Maple St #300, Fishers, IN 46038 |
|
31791xxxx0 |
and***********@b*************.com |
5 |
1 |
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| OnTrack Wealth Solutions |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
86622xxxx0 |
ont****@r**.com |
1 |
1 |
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26 |
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33 |
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| Morgan Stanley Financial Advisors |
800 E 96th St Ste 400, Indianapolis, IN 46240 |
|
31781xxxx0 |
aal*******@m************.com |
5 |
1 |
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| Brent Gramman - Financial Advisor, Ameriprise Financial Services, LLC |
2900 E 96th St, Indianapolis, IN 46240 |
|
31781xxxx5 |
bre**********@a***.com |
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283 |
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298 |
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| Daniel Chillemi - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx1 |
pro*********@r**.com |
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| RiceBarrett Family Wealth |
3815 River Crossing Pkwy, Indianapolis, IN 46240 |
|
31781xxxx0 |
bea*@r**********.com |
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| Edward Jones - Financial Advisor: Skyler Holifield |
4625 S Emerson Ave Suite C, Indianapolis, IN 46203 |
|
31778xxxx6 |
|
4.5 |
2 |
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| Provider Wealth Management |
8900 Keystone Crossing Suite 535, Indianapolis, IN 46240 |
|
31769xxxx0 |
ann*********@l**.com |
5 |
1 |
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| Truss Wealth Advisors |
9753 Crosspoint Blvd, Indianapolis, IN 46256 |
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all*********@n*.com |
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97 |
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101 |
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| Allen Wealth Management Team - UBS Financial Services Inc. |
8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240 |
|
31781xxxx0 |
ale*******@u**.com |
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| Joshua Lee - Financial Advisor, Ameriprise Financial Services, LLC |
3755 E 82nd St Ste 40, Indianapolis, IN 46240 |
|
31728xxxx0 |
dns*****@a***.com |
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| Brad Polo, Financial Advisor, Stifel |
8900 Keystone Crossing, Indianapolis, IN 46240 |
|
31770xxxx6 |
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5 |
2 |
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| Northwestern Mutual |
600 E 96th St Suite 100, Indianapolis, IN 46240 |
|
31723xxxx0 |
a.-***********@n*****************.com |
5 |
2 |
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107342 |
16225 |
108000 |
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| FEF Wealth Partners - UBS Financial Services Inc. |
8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240 |
|
31781xxxx7 |
ben*******************@u**.com |
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| Clearwater Private Wealth Advisors - Ameriprise Financial Services, LLC |
3755 E 82nd St Ste 40, Indianapolis, IN 46240 |
|
31728xxxx0 |
dar*********@a***.com |
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| Brunette & Associates |
500 E Ohio St #200, Indianapolis, IN 46204 |
|
31723xxxx2 |
bra***@b********************.com |
5 |
3 |
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136 |
3 |
147 |
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| Market Street Wealth Management Advisors, LLC |
3105 E 98th St, Indianapolis, IN 46280 |
|
31755xxxx5 |
aar***@m****.com |
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421 |
82 |
453 |
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| Perry Wealth Management - Morgan Stanley |
800 E 96th St Ste 400, Indianapolis, IN 46240 |
|
31781xxxx1 |
acm***********@m************.com |
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| Private Wealth Advisors Downtown Indianapolis Office |
55 Monument Cir # 800, Indianapolis, IN 46204 |
|
31781xxxx8 |
aab*********@f*************.com |
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12570 |
295 |
12000 |
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| Aventus Wealth Management - UBS Financial Services Inc. |
8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240 |
|
31781xxxx3 |
abc*******@u**.com |
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| Encircle Financial Strategies |
7164 Graham Rd, Indianapolis, IN 46250 |
|
31757xxxx0 |
amb**********@y*****************.com |
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| Executive Financial Planning Group Inc |
3515 E 96th St, Indianapolis, IN 46240 |
|
31756xxxx5 |
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| Smith & Stuczynski Wealth Advisors |
255 N Alabama St Ste 300, Indianapolis, IN 46204 |
|
31728xxxx0 |
aaz***********@s******.facebook |
5 |
1 |
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12 |
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13 |
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| Greenleaf Financial Group |
6525 E 82nd St #212, Indianapolis, IN 46250 |
|
31757xxxx7 |
hho****@g***********.com |
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| Indy Wealth Solutions, LLC |
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|
26031xxxx3 |
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| Doug Stine - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx4 |
wms**********@r**.com |
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14777 |
|
16000 |
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| Sheaff Brock Investment Advisors |
8801 River Crossing Blvd #100, Indianapolis, IN 46240 |
|
31770xxxx0 |
amb***@s**********.com |
5 |
1 |
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| Beck Financial Strategies |
5825 N Post Rd, Indianapolis, IN 46216 |
|
31754xxxx0 |
adm**@b*****.com |
5 |
3 |
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218 |
10 |
222 |
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| Your Money Line |
9333 N Meridian St #104, Indianapolis, IN 46260 |
|
31770xxxx4 |
ans****@y************.com |
5 |
4 |
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| Gillette Wealth Management - Northwestern Mutual |
9753 Crosspoint Blvd, Indianapolis, IN 46256 |
|
31755xxxx4 |
lau*********@n*.com |
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| Allen Wealth Management Team - Ubs Financial Services Inc. |
8801 River Crossing Blvd, Indianapolis, In 46240 |
|
31781xxxx0 |
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| Piedmont Financial Advisors, LLC |
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|
31728xxxx5 |
bre**@p*********.com |
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| Northwestern Mutual Wealth Management Company: Henry A Leopold |
9753 Crosspoint Blvd, Indianapolis, IN 46256 |
|
31755xxxx1 |
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| Goelzer Investment |
111 Monument Cir Ste 500, Indianapolis, IN 46204 |
|
31726xxxx0 |
aco*******@g*********.com |
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141 |
10 |
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| Integrated Planning and Wealth Management |
275 Medical Dr #4356, Carmel, IN 46082 |
|
31770xxxx8 |
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| David Bartz - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx8 |
rbc*********@r**.com |
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14777 |
|
16000 |
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| Edward Jones - Financial Advisor: Ryan W Thomas, CFP®|AAMS™ |
7364 E Washington St, Indianapolis, IN 46219 |
|
31735xxxx6 |
a.j*********@e**********.com |
4 |
4 |
|
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|
87443 |
|
100000 |
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| Capstone Wealth Advisors, Inc. |
5875 Castle Crk Pkwy Dr N Suite 290, Indianapolis, IN 46250 |
|
31757xxxx3 |
bfe*****@c*********.com |
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| CORE Wealth Advisors |
151 N Delaware St #1510, Indianapolis, IN 46204 |
|
31749xxxx9 |
inf*@m*******************.com |
5 |
3 |
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| Stan Crisci - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx3 |
wms**********@r**.com |
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|
14777 |
|
16000 |
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| Wealth Strategies Inc |
8500 Keystone Crossing # 540, Indianapolis, IN 46240 |
|
31725xxxx6 |
adv****@w******************.com |
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255 |
3 |
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| Merrill Lynch Wealth Management |
510 E 96th St Suite 500, Indianapolis, IN 46240 |
|
31784xxxx0 |
bro*********@m*.com |
3.7 |
3 |
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| Blue Trust | Indianapolis Financial Advisors |
9229 Delegates Row #200, Indianapolis, IN 46240 |
|
31758xxxx0 |
aar********@b********.com |
5 |
27 |
|
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|
174 |
12 |
256 |
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| Edelman Financial Engines |
8555 River Rd #350, Indianapolis, IN 46240 |
|
83375xxxx3 |
aar**@e**********************.com |
5 |
3 |
|
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|
18775 |
20 |
20000 |
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| Northwestern Mutual - Wise Financial |
600 E 96th St Suite 120, Indianapolis, IN 46240 |
|
31781xxxx4 |
and************@n*.com |
5 |
3 |
|
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|
171 |
73149 |
195 |
|
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| George Kempf - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx6 |
wms**********@r**.com |
|
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|
14777 |
|
16000 |
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| Brendon Harbron - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx7 |
pro*********@r**.com |
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| Hurlow Wealth Management Group |
70 91st St Ste 110, Indianapolis, IN 46240 |
|
31755xxxx3 |
dco****@h***********.com |
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| M&K Legacy Wealth |
3815 River Crossing Pkwy floor 2, Indianapolis, IN 46240 |
|
31768xxxx0 |
inf*@m*************.com |
|
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| Dawn Brannon - Raymond James |
5875 Castle Crk Pkwy Dr N Suite 270, Indianapolis, IN 46250 |
|
31757xxxx0 |
aar************@r***********.com |
|
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|
17479 |
|
18000 |
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| Deerfield Financial Advisors, Inc. |
8440 Woodfield Crossing Blvd #360, Indianapolis, IN 46240 |
|
31746xxxx5 |
bho*****@d**********.com |
5 |
1 |
|
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|
73 |
3 |
80 |
|
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|
| MFG Wealth Management, Inc. |
6920 S East St, Indianapolis, IN 46227 |
|
31778xxxx6 |
c18*****************************@s*****.wixpress |
5 |
21 |
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| Indianapolis, IN Private Wealth Management - UBS Financial Services Inc. |
8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240 |
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80046xxxx9 |
ade********@u**.com |
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| Gundy, Murdock, Etchison & Orlando Group - UBS Financial Services Inc. |
8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240 |
|
31770xxxx4 |
abc*******@u**.com |
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| Daniel Pugh - Financial Advisor, Ameriprise Financial Services, LLC |
2900 E 96th St, Indianapolis, IN 46240 |
|
31781xxxx5 |
dan********@a***.com |
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283 |
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298 |
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| Dolen & Associates - Ameriprise Financial Services, LLC |
8900 Keystone Crossing Ste 400, Indianapolis, IN 46240 |
|
31785xxxx0 |
dns*****@a***.com |
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619 |
33 |
630 |
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| Business Transition Consultants - UBS Financial Services Inc. |
8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240 |
|
31781xxxx0 |
ana************@u**.com |
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| True Point Financial Advisors |
9753 Crosspoint Blvd, Indianapolis, IN 46256 |
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aut**********@n*.com |
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30 |
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119 |
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| Dru E Sexson |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx4 |
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| Charles Schwab |
137 N Meridian St #111, Indianapolis, IN 46204 |
|
31763xxxx4 |
app*******************@s*****.com |
4.2 |
5 |
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| Elements Wealth Management |
225 S East St Suite 156, Indianapolis, IN 46202 |
|
88842xxxx4 |
aar***@e*******.org |
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4.3 |
252 |
4945 |
303 |
5200 |
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| Vincere Wealth Management |
3500 Depauw Blvd Ste. 10818, Indianapolis, IN 46268 |
|
31766xxxx8 |
con****@a************.com |
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132 |
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176 |
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| NBT Consulting LLC |
7098 Shadeland Ave # D, Indianapolis, IN 46220 |
|
31764xxxx9 |
bri**@t**********.com |
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| Merrill Lynch Wealth Management |
301 E Market St, Indianapolis, IN 46204 |
|
31762xxxx0 |
ale*********@m*.com |
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| Horizon Planning Group |
9000 Keystone Crossing # 300, Indianapolis, IN 46240 |
|
31757xxxx5 |
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3.5 |
8 |
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| The Green/McCullough Wealth Management Group - UBS Financial Services Inc. |
8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240 |
|
31781xxxx6 |
abc*******@u**.com |
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| Webb Capital Management |
320 N Meridian St Suite 828, Indianapolis, IN 46204 |
|
31799xxxx3 |
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5 |
3 |
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| Fidelity Investments |
8480 Keystone Crossing, Indianapolis, IN 46240 |
|
80034xxxx5 |
cop***********@f**.com |
3.3 |
31 |
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329116 |
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353000 |
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| Baird Private Wealth Management |
10 W Market St Suite 2450, Indianapolis, IN 46204 |
|
31746xxxx0 |
jbr***@r******.com |
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8165 |
958 |
8700 |
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| Wellington Group LLC |
9000 Keystone Crossing #400, Indianapolis, IN 46240 |
|
31784xxxx5 |
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| Four Quadrants Advisory |
11939 N Meridian St #225, Carmel, IN 46032 |
|
87772xxxx3 |
a.n@f********************.com |
4.4 |
20 |
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5 |
19 |
481 |
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541 |
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| Money Concepts |
7828 E 88th St, Indianapolis, IN 46256 |
|
31784xxxx0 |
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| Market Street Wealth Management Advisors, LLC |
3105 E 98th St Suite #170, Indianapolis, IN 46280 |
|
31755xxxx5 |
jan***@m*************************.com |
5 |
5 |
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421 |
82 |
453 |
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| Fidus Wealth Management |
115 W Washington St, Indianapolis, IN 46204 |
|
31766xxxx7 |
jas*******@f******.com |
5 |
1 |
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| Jason Rees - TIAA Wealth Management Advisor |
2325 Pointe Pkwy Suite 100, Carmel, IN 46032 |
|
87726xxxx7 |
acc**********@t***.org |
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90959 |
525 |
91000 |
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| Sarson Funds |
9465 Counselors Row, Indianapolis, IN 46240 |
|
31766xxxx4 |
abr***@s**********.com |
5 |
2 |
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3382 |
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3200 |
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| WealthPoint Advisors |
8520 Allison Pointe Blvd Suite 230, Indianapolis, IN 46250 |
|
31781xxxx0 |
ama****@w*************.com |
5 |
1 |
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115 |
10 |
116 |
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| MaryBeth Walker - UBS Financial Services Inc. |
8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240 |
|
31781xxxx0 |
abc*******@u**.com |
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| ERIN FRIEDEN - Financial Advisor, Ameriprise Financial Services, LLC |
8900 Keystone Crossing Ste 400, Indianapolis, IN 46240 |
|
31785xxxx0 |
ann********@a***.com |
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46 |
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| Corient |
500 E 96th St Suite 450, Indianapolis, IN 46240 |
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ale*@c******.com |
3.7 |
3 |
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| Edward Jones - Financial Advisor: Vern F Roach, CFP®|AAMS™ |
8150 Oaklandon Rd Suite 113, Indianapolis, IN 46236 |
|
31782xxxx0 |
a.j*********@e**********.com |
5 |
3 |
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87443 |
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100000 |
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| Jason Kimmell - UBS Financial Services Inc. |
8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240 |
|
31781xxxx8 |
abc*******@u**.com |
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| Prosperity Financial Advisors, L.L.C. |
5570 Pebble Village Ln Suite 200, Noblesville, IN 46062 |
|
31745xxxx9 |
ame***@p**************************.com |
5 |
3 |
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45 |
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46 |
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| Invst |
3625 E 96th St, Indianapolis, IN 46240 |
|
31720xxxx1 |
con****@i****.com |
5 |
6 |
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5 |
18 |
458 |
66 |
527 |
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| Cerulean Private Wealth Advisors At Sanctuary Wealth Partners |
250 W 96th St #300, Indianapolis, IN 46260 |
|
31781xxxx0 |
hea*********@c**********.com |
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| Morgan Stanley Financial Advisors |
111 Monument Cir Suite 3100, Indianapolis, IN 46204 |
|
31726xxxx0 |
aal*******@m************.com |
1 |
1 |
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113322 |
3092 |
131000 |
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| Northbound Wealth Management |
9247 N Meridian St Suite 206, Indianapolis, IN 46260 |
|
31739xxxx7 |
bfo****@n***************.com |
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62 |
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62 |
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| Worley Erhart-Graves Financial Advisors |
3500 Depauw Blvd # 1035, Indianapolis, IN 46268 |
|
31787xxxx0 |
ang***@w******************.com |
5 |
5 |
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229 |
3 |
240 |
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| Stonecrest Group |
135 N Pennsylvania St Ste 250, Indianapolis, IN 46204 |
|
31787xxxx5 |
aar************@r***********.com |
4 |
1 |
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17479 |
|
18000 |
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| The Payne and Mencias Group at Merrill Lynch |
510 E 96th St Suite 500, Indianapolis, IN 46240 |
|
31770xxxx0 |
aas***********@m*.com |
4 |
1 |
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| Pile Wealth Management |
1 Indiana Sq # 1200, Indianapolis, IN 46204 |
|
31726xxxx4 |
inf*@p*******.com |
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171 |
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| Savant Wealth Management |
8350 S Emerson Ave # 140, Indianapolis, IN 46237 |
|
31744xxxx0 |
ago****@s***********.com |
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| Premier Wealth Advisors |
10401 N Meridian St #130, Indianapolis, IN 46290 |
|
31766xxxx9 |
rha**@p******.com |
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| Axia Advisory |
20 91st St #202, Indianapolis, IN 46240 |
|
31763xxxx0 |
dmo****@a***********.com |
4 |
1 |
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| RDW Financial Group, LLC |
777 Beachway Dr #108, Indianapolis, IN 46224 |
|
31780xxxx2 |
ali***@r****************.com |
4.6 |
8 |
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445 |
59 |
466 |
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| Peloton Capital Management |
8500 Keystone Crossing #450, Indianapolis, IN 46240 |
|
31755xxxx0 |
bhi**@p************.com |
5 |
7 |
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122 |
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| C.H. Douglas & Gray Wealth Management |
7040 N College Ave, Indianapolis, IN 46220 |
|
31784xxxx0 |
chd@c********.com |
5 |
2 |
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419 |
21 |
417 |
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| Benefit Planning, Inc. at Money Concepts- Robert Berger- Financial Advisor |
9165 Otis Ave., Suite 214, Indianapolis, IN 46216 |
|
31784xxxx8 |
a@m************.com |
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4.6 |
153 |
69151 |
796 |
68000 |
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| Woodley Farra Manion Portfolio Management |
8555 River Rd #400, Indianapolis, IN 46240 |
|
31726xxxx4 |
alo******@w***********.com |
5 |
1 |
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| Perry Financial Group |
8001 S Meridian St, Indianapolis, IN 46217 |
|
31721xxxx4 |
|
5 |
11 |
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| Avalon Wealth Advisory |
9775 Crosspoint Blvd # 110, Indianapolis, IN 46256 |
|
31781xxxx0 |
adv****@a***********.com |
5 |
2 |
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| Weidmayer Wealth Solutions, LLC |
9850 Westpoint Dr # 550, Indianapolis, IN 46256 |
|
31757xxxx0 |
dav*@w***************.com |
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| Jacob Girouard - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx7 |
wms**********@r**.com |
|
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|
14777 |
|
16000 |
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| Beacon Pointe Advisors |
8900 Keystone Crossing # 610, Indianapolis, IN 46240 |
|
31721xxxx8 |
a.c***@b***********.com |
5 |
7 |
|
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228 |
36 |
234 |
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| Total Wealth Planning (formerly Howell Financial Advisors) |
11495 N Pennsylvania St # 235, Carmel, IN 46032 |
|
31787xxxx0 |
awe**@t******.com |
5 |
24 |
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|
147 |
4 |
166 |
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| Raymond James Financial Services |
9449 Priority Way W Dr Suite 119, Indianapolis, IN 46240 |
|
31721xxxx5 |
aar************@r***********.com |
|
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|
17479 |
|
18000 |
|
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|
| The Hart Group - UBS Financial Services Inc. |
8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240 |
|
31781xxxx5 |
abc*******@u**.com |
|
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| SBC Wealth Management |
2920 E 96th St, Indianapolis, IN 46240 |
|
31784xxxx4 |
afa*****@s********.com |
5 |
2 |
|
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|
|
517 |
9 |
539 |
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| Petry Wealth Management |
408 S 9th St, Noblesville, IN 46060 |
|
31777xxxx0 |
dar**@d********.com |
5 |
6 |
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96 |
2 |
97 |
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| CFG Wealth Management Services, Inc. |
9840 Westpoint Dr #150, Indianapolis, IN 46256 |
|
31784xxxx9 |
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| Samuel Wertz - Financial Advisor, Ameriprise Financial Services, LLC |
8900 Keystone Crossing Ste 400, Indianapolis, IN 46240 |
|
31785xxxx3 |
dns*****@a***.com |
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| Absolute Wealth Management, LLC |
11513 Allisonville Rd, Fishers, IN 46038 |
|
31728xxxx4 |
adm**@a**************************.com |
4.5 |
30 |
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23 |
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| Spectrum Wealth Management |
600 E 96th St Suite 130, Indianapolis, IN 46240 |
|
31766xxxx0 |
afr****@s************.com |
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23 |
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26 |
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| SYM Financial Advisors |
9100 Keystone Crossing #560, Indianapolis, IN 46240 |
|
31784xxxx0 |
abo****@s**.com |
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138 |
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139 |
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| Latimer and Kimmell Wealth Management Group - UBS Financial Services Inc. |
8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240 |
|
31781xxxx6 |
abc*******@u**.com |
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| Churchill Management Group - Indianapolis |
10475 Crosspoint Blvd Suite 250, Indianapolis, IN 46256 |
|
61751xxxx6 |
ach*@c******************.com |
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221 |
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| Brookside Wealth Advisors |
10401 N Meridian St Suite 123, Indianapolis, IN 46290 |
|
31760xxxx1 |
inf*@b**********************.com |
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| Denali Wealth Management Advisors |
300 N Meridian St Ste 1100, Indianapolis, IN 46204 |
|
31786xxxx0 |
aaz***********@s******.facebook |
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5 |
15 |
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587 |
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| Cornerstone Financial Advisors |
9000 Keystone Crossing # 110, Indianapolis, IN 46240 |
|
31780xxxx5 |
bgr*****@c********.com |
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| Delta Wealth Advisors |
3755 E 82nd St Suite 100, Indianapolis, IN 46240 |
|
31722xxxx0 |
inf*@d*************.com |
3 |
2 |
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| Crossroads Wealth Management Group - UBS Financial Services Inc. |
8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240 |
|
31781xxxx0 |
ben*******************@u**.com |
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| RBC Wealth Management Branch - Indianapolis |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31757xxxx8 |
rbc*********@r**.com |
5 |
3 |
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14777 |
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16000 |
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| Werner Financial |
4022 E Southport Rd, Indianapolis, IN 46237 |
|
31773xxxx2 |
inf*@w*****.financial |
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| Mariner |
9045 River Rd #475, Indianapolis, IN 46240 |
|
31755xxxx3 |
aar********@m********************.com |
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| Binkley Wealth Management Group LLC |
6319 E US Hwy 36 # 207, Avon, IN 46123 |
|
31769xxxx8 |
je**@t**************.com |
3 |
2 |
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| Buckingham Strategic Wealth |
8555 River Rd #410, Indianapolis, IN 46240 |
|
88847xxxx4 |
aco*****@b**************.com |
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553 |
6 |
649 |
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| Ann Kitchel - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx2 |
ont****@r**.com |
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26 |
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33 |
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| 853 Wealth Management |
9445 Delegates Row, Indianapolis, IN 46240 |
|
31721xxxx0 |
amy****@8****.com |
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| Raymond James Financial Services |
3021 E 98th St #110, Indianapolis, IN 46280 |
|
31721xxxx5 |
aar************@r***********.com |
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17479 |
|
18000 |
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| Danielle Guerra - UBS Financial Services Inc. |
8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240 |
|
31781xxxx2 |
abc*******@u**.com |
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| Savant Wealth Management |
8350 S Emerson Ave, Indianapolis, IN 46237 |
|
31744xxxx0 |
ani*************@s***********.com |
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| Gemmer Wealth Management |
Crosspoint Plaza One, 10475 Crosspoint Blvd, Indianapolis, IN 46256 |
|
31781xxxx0 |
dns*****@a***.com |
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283 |
|
298 |
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| Fierce Wealth Management Group |
9045 River Rd Suite 401, Indianapolis, IN 46240 |
|
31760xxxx5 |
jef********@l**.com |
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| The Financial Depot, LLC |
9465 Counselors Row # 120, Indianapolis, IN 46240 |
|
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tj.******@e********.com |
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| Rhys A Helt - RBC Wealth Management Branch Director |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx7 |
ont****@r**.com |
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26 |
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33 |
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| Baird Private Wealth Management |
8801 River Crossing Blvd Suite 120, Indianapolis, IN 46240 |
|
80038xxxx3 |
cqu***@r******.com |
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8165 |
958 |
8700 |
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| E W Wealth Management - Evan Werckenthien |
600 E Carmel Dr Suite 130, Carmel, IN 46032 |
|
31758xxxx8 |
bri**@e*******.com |
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216 |
|
218 |
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| Davison Wealth Management LLC |
1518 W 86th St, Indianapolis, IN 46260 |
|
31725xxxx8 |
inf*@r********.com |
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74 |
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75 |
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| Eric Farley - TIAA Wealth Management Advisor |
2325 Pointe Pkwy Suite 100, Carmel, IN 46032 |
|
87726xxxx7 |
acc**********@t***.org |
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90959 |
525 |
91000 |
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| Gregg Keele - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3755 E 82nd St Ste 40, Indianapolis, IN 46240 |
|
31728xxxx0 |
dar*********@a***.com |
5 |
2 |
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216 |
|
218 |
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| Raymond James & Associates |
9100 Keystone Crossing, Indianapolis, IN 46240 |
|
31756xxxx0 |
aar************@r***********.com |
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17479 |
|
18000 |
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| Cooke Financial Group |
9340 Priority Way W Dr, Indianapolis, IN 46240 |
|
31781xxxx0 |
a.j******@c******.com |
5 |
2 |
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42 |
2 |
50 |
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| LJI Wealth Management, LLC |
6569 Carrollton Ave, Indianapolis, IN 46220 |
|
31746xxxx2 |
aar**@l****.com |
5 |
4 |
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| Carlson Wealth Advisors |
6119 S East St, Indianapolis, IN 46227 |
|
31778xxxx4 |
bob@c*********.com |
4 |
4 |
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4 |
|
10 |
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| The Thompson Wealth Management Group |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx4 |
dan*********@r**.com |
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37 |
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| David Roth - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx3 |
rbc*********@r**.com |
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14777 |
|
16000 |
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| Merrill Lynch Financial Advisor Alexander Dall |
510 E 96th St Ste 500, Indianapolis, IN 46240 |
|
31770xxxx4 |
ban********************@m*.com |
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| Nick Sahm - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx5 |
wms**********@r**.com |
|
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|
14777 |
|
16000 |
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| Robert G Barker - RBC Wealth Management Financial Advisor |
8888 Keystone Crossing Suite 200, Indianapolis, IN 46240 |
|
31781xxxx9 |
rbc*********@r**.com |
|
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|
14777 |
|
16000 |
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| Indy Wealth Planning Group |
127 E Michigan St, Indianapolis, IN 46204 |
|
31768xxxx1 |
bry**@i*****************.com |
|
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5 |
10 |
127 |
22 |
127 |
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5 |
10 |
| denali wealth management advisors |
300 North Meridian, 300 N Meridian St, Indianapolis, IN 46204 |
|
31786xxxx0 |
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| Retirement Counseling Services |
8465 Keystone Crossing # 195, Indianapolis, IN 46240 |
|
31747xxxx9 |
cha***********@l**.com |
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