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 63, Series 66
Experience Industry experience
7 years
Location
Crawfordsville, IN
Charles Schwab
Institution
Austin Mccool is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Charles Schwab in 2018, he worked in healthcare staffing, chemical manufacturing, and retail. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of wealth advisory, brokerage, and custody services through integrated wrap fee programs and managed accounts. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and alternative investment programs.
Based on Charles Schwab
Based on Charles Schwab
$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated
Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.
Crawfordsville, IN
Crawfordsville IN
Advisors at this office
1
Indiana
7 years of industry experience
Charles Schwab & Co., Inc.
2018 - Present • 8 years
Crawfordsville, IN
Advanced Travel Nursing
2017 - 2018 • 1 year
Noblesville, IN
Lincoln Chemical Corporation
2016 - 2017 • 1 year
Elkhart, IN
Dicks Sporting Goods
2016 - 2016 • 1 year
Lafayette, 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
CFP®
Crawfordsville, IN
Market Street Wealth Management Advisors, LLC
Jessica Bokhart is a CFP® professional with 11 years of industry experience and has been with Market Street Wealth Management Advisors, LLC since 2006. She serves as Treasurer for the Montgomery County Carnegie Museum, is on the Investment Committee for the Montgomery County Community Foundation, and holds leadership roles with the Women's Legacy Fund and Crawfordsville Electric Light & Power board. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, using a range of investment tools and third-party sub-advisors as part of its portfolio management approach.
Series 63, Series 65
Crawfordsville, IN
PNC Wealth Management
Torey Rauch is a financial advisor with PNC Wealth Management in Crawfordsville, Indiana, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with PNC investments since 2009. Outside of his advisory role, he is the owner of Tillable Farmland, an agricultural enterprise. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to employees. The firm uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third parties.
Series 63, Series 66
Crawfordsville, IN
Edward Jones
Bradley Gonso is a financial advisor with Edward Jones in Crawfordsville, IN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is involved with the Crawfordsville Housing Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies, including both discretionary and non-discretionary options. The firm manages over $1 trillion in assets and supports its services through a nationwide network of financial advisors and branch offices.
Series 63, Series 66
Crawfordsville, IN
Edward Jones
Tyler Baer is a financial advisor with Edward Jones in Crawfordsville, Indiana, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he owns and maintains the building for his Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.
Series 63, Series 65
Colfax, IN
Thrivent Investment Management
Caleb Jones is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Thrivent, Caleb worked at Fidelity Investments for four years and has held various roles outside the financial sector, including positions at Chick-Fil-A and Meten English. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning without discretionary portfolio management, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”
Series 63, Series 65
Crawfordsville, IN
OSAIC
Kyle Lutes is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Woodbury Financial for 21 years before joining Osaic in 2024. Lutes is president of Lutes Wealth Management, a financial planning firm he owns and operates. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and multiple portfolio construction techniques to tailor investment strategies, including discretionary and non-discretionary management options.
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