Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
9 years
Location
Huntington, IN 46750
Edward Jones
Institution
Adam Harris is a financial advisor with Edward Jones in Huntington, Indiana, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year with LPL Financial, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Huntington, IN Northpark Ave
2855 Northpark Ave #101
Huntington IN 46750-4262
Advisors at this office
2
Indiana · Texas
9 years of industry experience
Edward Jones
2017 - Present • 9 years
St.Louis, MO
LPL Financial, LLC
2016 - 2017 • 1 year
Warren, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Fort Wayne, IN
Bassett Financial Advisors
Martin Bassett is a CFP®-certified financial advisor with 20 years of industry experience. He has led Bassett and Associates Retirement Planning Services, Inc. since 2014 and currently operates Bassett Financial Advisors in Fort Wayne, IN. Bassett Financial Advisors provides discretionary asset management and financial planning to individuals, trusts, and estates. The firm employs a tactical asset allocation strategy primarily using exchange-traded products, managing portfolios on a discretionary basis through third-party model marketplaces and custodial platforms, with financial planning as a key input to investment decisions.
Series 65
Fort Wayne, IN
Luminary Wealth
Andrew Krafft is a financial advisor at Luminary Wealth with seven years of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young from 2014 to 2017 before joining Capstone Advisors LLC in 2018. Luminary Wealth serves individuals, trusts, qualified retirement plans, small businesses, and institutional clients, offering investment management, financial planning, retirement-plan consulting, and participant-directed employee benefit plan services. The firm employs investment strategies based on modern portfolio theory and the capital asset pricing model, utilizing no-load mutual funds, ETFs, and model portfolios.
Series 63, Series 65
Roanoke, IN
Full of Grace Financial
Luke Mc Quade is a financial advisor at Full of Grace Financial in Roanoke, Indiana, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a blend of passive and active asset allocation strategies, offers discretionary portfolio management, and is notable for its ERISA-focused retirement plan services within a small, two-advisor practice.
CFA®
Fort Wayne, IN
Luminary Wealth
Robert Krafft is a CFA® charterholder with 23 years of industry experience. He is currently a principal and financial advisor at Capstone Advisors, LLC, operating under Luminary Wealth, and has prior experience at Larson Financial Group. Luminary Wealth provides investment management and advisory services to individuals, high-net-worth clients, trusts, qualified retirement plans, small businesses, and institutional clients. The firm constructs long-term, diversified portfolios based on academic investment frameworks and offers financial planning, alternative investment analysis, and participant-directed employee benefit plan consulting.
Series 65
North Manchester, IN
Whitestone Capital Management LLC
Daniel Kerr is a financial advisor with Whitestone Capital Management LLC in North Manchester, Indiana, holding a Series 65 credential and 13 years of industry experience. He has previously worked at AlphaStar Capital Management and PMB Capital Management, and is also the owner of Daniel Ray Photography, a non-investment related business. Whitestone Capital Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business clients. The firm employs a blend of tactical and strategic investment approaches, offers discretionary portfolio management through a wrap-fee program, and utilizes model portfolios alongside customized strategies.
ChFC®, Series 63, Series 65
Roanoke, IN
Full of Grace Financial
Joshua Salway is a financial advisor at Full of Grace Financial with seven years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining Full of Grace Financial, Salway held roles at Northwestern Mutual Wealth Management Company, Vestia Personal Wealth Advisors, and several other firms. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm combines passive and active strategies, offers discretionary portfolio management, and incorporates third-party models, including the Betterment for Advisors platform.
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