user avatar

Brian Westerhoff

Advisor at Fidelity

Updated today

Location

Demotte, IN

Credentials

Series 63, Series 66

Industry experience

14 years

About

Brian Westerhoff is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Financial Engines Advisors L.L.C., and Scottrade. His most recent roles have been with Fidelity Investments and Fidelity Brokerage Services LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Location

Demotte, IN

Most active in

Indiana · Texas

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Brokerage Services LLC

2020 - Present (6 years)

Charles Schwab

2019 - 2020 (1 year)

Charles Schwab Bank

2019 - 2020 (1 year)

UNEMPLOYED

2018 - 2019 (1 year)

Financial Engines Advisors L.L.C.

2016 - 2018 (2 years)

Scottrade

2009 - 2016 (7 years)

Disclosures

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

Business activities & affiliations

user avatar

Dylan P

Series 65

Lowell, IN

Parks Wealth Management LLC

Dylan Parks is the principal of Parks Wealth Management LLC in Lowell, Indiana. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding his firm in 2025, he worked for five years at Revere Marketing and six years at Walgreens. Parks Wealth Management LLC provides discretionary asset management along with financial planning and consulting services. The firm uses a range of investment strategies, including fundamental, technical, and cyclical analysis, and offers a broad menu of instruments such as options and derivatives.

Options & derivatives strategies
user avatar

Craig M

Series 63, Series 65

Lowell, IN

CWM Wealth Management, LLC

Craig Menninga is a financial advisor at CWM Wealth Management, LLC, an independent firm based in Lowell, Indiana. He holds Series 63 and Series 65 designations and has 13 years of industry experience. In addition to his advisory role, Menninga serves as the Director of Diagnostic Imaging at Franciscan Health Michigan City. CWM Wealth Management provides portfolio management and investment advice to individuals, families, and small businesses. The firm combines technical analysis with fundamental research to create tailored portfolios and offers a range of strategies including high-yield and income-focused sleeves.

Active portfolio management Options & derivatives strategies Real estate investing Income planning
user avatar

Jackson S

CFP®, Series 65

Hebron, IN

Triad Wealth Partners, LLC

Jackson Sheputis is a CFP® with four years of industry experience currently at Triad Wealth Partners, LLC. He has held positions at several firms, including Hightower Advisors, AE Wealth Management, and Rooted Wealth Advisors. His background also includes experience outside financial services, such as work in collegiate athletics and education. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation using diversified portfolios of mutual funds, ETFs, stocks, and bonds.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive

Mitchell M

Series 66

Demotte, IN

Edward Jones

Mitchell Mullen is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he has been affiliated with Purdue University since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
user avatar

Norma S

Series 63, Series 65

Demotte, IN

OSAIC

Norma Sims is a financial advisor at Osaic with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Securities America, Inc., and JP Morgan Chase Bank. Outside of her advisory role, she volunteers with Rotary International, participates in community events, serves on a scholarship committee for the Jasper Newton Foundation, and teaches financial literacy to elementary school students through Junior Achievement. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools and offers access to a wide range of investment products and third-party managers.

Annuities Founder/Business Owner Executive Retired
user avatar

William G

Series 63, Series 65

Demotte, IN

Cetera

William Guisinger is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 19 years of industry experience. He previously worked at PNC Investments before joining Cetera and Centier Bank in 2018. Outside of his advisory role, he is involved in community and educational organizations, serving as a volunteer with the Demotte-KV Rotary Club and holding board and committee positions with the Kankakee Valley Educational Foundation, Diocese of Lafayette Finance Council, and Jasper Newton Foundation. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions, with a notable integration of retirement and fiduciary capabilities alongside its institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")