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Brian Wayne Napier

Advisor at Ausdal Financial Partners, Inc. — Greenwood, IN

Updated today

Credentials

Series 65, Series 66

Experience

23 years

Location

Greenwood, IN

Ausdal Financial Partners, Inc. logo

Ausdal Financial Partners, Inc.

Multi-team

Total advisors

184

Across 95 offices

Clients per advisor

89 High

Avg AUM per client

$220,873 Very Low

HNW client ratio

24% Typical

About

Brian Napier is a financial advisor with Ausdal Financial Partners, Inc. in Greenwood, Indiana, holding Series 65 and Series 66 credentials and bringing 22 years of industry experience. He has been with Ausdal Financial Partners since 2013. Outside of his advisory role, he is also licensed as an insurance agent with Silver Birch Capital, dedicating approximately one hour per month to the sale of insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Client services

Based on Ausdal Financial Partners, Inc.

Financial planning Portfolio management Selection of other advisers Advice on uma platforms

Expertise

Based on Ausdal Financial Partners, Inc.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Ausdal Financial Partners, Inc.

Founder/Business Owner Retired

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Fee options

Fixed

Financial Planning Services fees negotiated case-by-case; maximum prepaid amount $1,200.

Percentage

$0+: Negotiable, maximum annual fee not to exceed 3% All - All: Retirement Plan Advisory Program maximum annual fee 3%, fees may be fixed percentage or tiered, disclosed prior to service

Commissions

Brokerage commissions, asset-based sales charges, service fees such as 12b-1 Fees, insurance commissions on sales of insurance products and annuities, separate from advisory fees.

Project-based

Financial Planning fees may include hourly rates negotiated on a case-by-case basis.

Other

Fee-only: Negotiated asset-based advisory fees, maximum 3% annually, billed monthly or quarterly, can be flat or tiered; Financial Planning fees negotiated per client, cannot exceed $1,200 prepaid more than six months in advance.

Location

See office

Greenwood, IN

Greenwood IN

Advisors at this office

1

Most active in

Indiana

Work history

23 years of industry experience

Ausdal Financial Partners

2013 - Present • 13 years

Davenport, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Drew F

CFP®

Avon, IN

Migration Wealth Management, LLC

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Dual Income Family HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995)
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Richard D

Series 63, Series 65

Bargersville, IN

Doyle Investment Management

Richard Doyle is a financial advisor at Doyle Investment Management with 24 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Cornerstone Capital Management, Inc. since 2005. Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts, and estates. The firm manages client portfolios on a discretionary basis, primarily using Exchange Traded Funds (ETFs), and applies a combination of fundamental, technical, charting, and cyclical analysis to construct diversified portfolios aimed at managing risk.

Options & derivatives strategies Passive / index investing
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Gene A

Series 63, Series 65

Indianapolis, IN

Austin Financial Strategies, Inc.

Gene Austin is the principal of Austin Financial Strategies, Inc., an independent registered investment adviser based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding Austin Financial Strategies in 2011, he has been involved with MoneyBlock since 2015. Outside of his financial advisory work, he owns and operates Austin Speed and Agility, a business focused on training athletes in speed and agility. Austin Financial Strategies serves individual clients, retirement plans, and business entities with discretionary portfolio management and financial planning. The firm employs a blend of asset allocation, fundamental and technical analysis, and utilizes Morningstar-based model portfolios across mutual funds, ETFs, and individual equities, offering both active and passive management approaches.

Annuities Income planning Retirement income strategy Cash flow / budgeting
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Corey R

Series 65, Series 63

Indianapolis, IN

C.R. Retirement Strategies, LLC

Corey Roberts is the principal of C.R. Retirement Strategies, LLC, an independent advisory firm based in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has seven years of experience in the financial industry, including prior roles at Securities America, Inc. and National Planning Corporation. Outside of his advisory work, he has also been an independent contractor selling insurance products. C.R. Retirement Strategies serves high-net-worth individuals, trusts, and estates with services including investment advisory, portfolio management, and financial planning. The firm employs a combination of fundamental, technical, cyclical, and economic analysis in its investment process, using both active and passive strategies tailored to clients’ objectives and risk tolerance.

General retirement planning Wealth management Long-term care insurance Annuities
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Bradley H

CFP®, Series 63

Beech Grove, IN

Henthorn Agency, Inc.

Bradley Henthorn is a CFP® professional with 30 years of industry experience, operating through his firm, Henthorn Agency, Inc., since 1990. He holds a Series 63 designation and is based in Beech Grove, IN. Outside of his advisory role, he serves as a vice president of an S corporation through which he personally invests in rental real estate. Henthorn Agency, Inc. serves primarily individual clients, offering holistic financial planning, portfolio analysis, tax preparation, and insurance reviews under a flat-fee retainer program. The firm uses risk-based model asset allocations and manages non-discretionary portfolios while combining investment advice with tax and estate planning services.

Social Security optimization General tax planning Retirement income strategy Life insurance needs analysis Mid-Career Professionals
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Dustin H

Series 65

Plainfield, IN

SunRift Capital Partners LLC

Dustin Hunter is the principal of SunRift Capital Partners LLC and holds a Series 65 designation with 14 years of industry experience. His prior work includes roles at Legacy Wealth Management and various independent capacities since 2015. Outside of his advisory role, he is involved as a managing member of Granite Park Capital and works as an insurance agent with Retirement Income Consultants. SunRift Capital Partners is an independent investment adviser serving primarily individuals, high-net-worth clients, and charitable organizations. The firm provides discretionary asset management, financial planning, and educational seminars, employing fundamental, technical, and cyclical analysis to tailor investment programs to clients’ goals and risk tolerance.

Social Security optimization General tax planning Retirement income strategy
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