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
CFP®, Series 65, Series 63
Experience Industry experience
11 years
Location
Batesville, IN 47006
Prime Capital Financial
Enterprise
Colt Ryan is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. His prior roles include positions at Private Client Services, PCIA Wealth, and CFD Investments. Ryan serves on the finance committees of the Ripley County Community Foundation and the MMCH Foundation, and is involved with Main Street Economic Development in Batesville. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and provides consolidated reporting and financial governance through its family office practice.
Based on Prime Capital Financial
Based on Prime Capital Financial
Financial planning and business planning fixed fees range from $100 to $25,000, depending on complexity. Seminar fees up to $1,000 per attendee.
$0+: 0.25% to 2.50% (Asset Management Services fees vary between these rates depending on client and account specifics; negotiable) $0+: 0.50% to 1.85% (Sub-advisory Relationships fees; negotiable) $0+: 0.10% to 1.00% (Managed Account Allocations for Plan Participants, typical range, negotiable) $0+: 0.05% to 0.72% (Collective Investment Funds annual fees, varies by fund class and assets; e.g., Class A 0.72%, Class B 0.62%, etc.)
Many representatives are also registered representatives of a broker-dealer and licensed insurance agents earning commissions on securities and insurance products sold separately.
Financial planning and business consulting services: $100 to $500 per hour. Family office consulting: $500 to $750 per hour. Tax planning and consulting services: Hourly rates apply.
Performance-based fees charged for qualified clients (defined as having $1.1 million AUM or net worth of $2.2 million excluding primary residence). Base fee typically 0.70%. Performance fee up to 20% of capital appreciation, evaluated semi-annually with a high-water mark.
Certain financial planning services may be offered on a monthly subscription basis via third-party platform (AdvicePay).
Account minimum: $2,500 (varies by strategy; see types of clients section for detailed minimums) Minimum fee: Limited Advisory Services Program: minimum annual fee of $24 or 0.06% of assets (6 Bps), whichever is greater. Fee-only: Financial planning: $100 to $25,000 fixed fee; $100 to $500 per hour; or up to 1% asset-based fee (max $25,000 annually). Business planning and consulting: $100 to $25,000 fixed fee; $100 to $500 per hour (max $25,000 annually). Family office consulting: $500 to $750 per hour. Tax planning/preparation and bill pay: fixed fee and/or hourly rate billed engagements.
Batesville, IN
4 E Boehringer
Batesville IN 47006
Advisors at this office
2
Indiana · Texas
11 years of industry experience
Private Client Services
2022 - Present • 4 years
Batesville, IN
PCIA Wealth
2018 - Present • 8 years
Overland Park, KS
CFD Investments
2015 - 2018 • 3 years
Batesville, 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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 66
Greensburg, IN
TritonPoint Partners, LLC
Matthew Sanchez is a CFP® professional with 12 years of industry experience. He currently serves as an advisor at TritonPoint Partners, LLC, and has previously worked at Vivaldi Capital Management LP, Biechele Royce Advisors, and TD Ameritrade. TritonPoint Partners, LLC provides investment management, financial planning, consulting, and retirement plan consulting to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation driven investment process based on modern portfolio theory, combining public equity, fixed income, and private market alternatives to enhance risk-adjusted outcomes.
Series 65, Series 63
Greensburg, IN
IPI Wealth Management, Inc.
Garvis Owens is a financial advisor at IPI Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Hardwick Capital Management, LLC. Owens serves as a voting member on the Finance Committee and Golf Tournament Committee of the Greensburg Decatur County Chamber of Commerce. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individual, business, and retirement plan clients. The firm utilizes an open-architecture model with proprietary, risk-based portfolios and offers a variety of advisory and manager services, including ERISA 3(21) and 3(38) arrangements.
Series 63
Brookville, IN
Stonex Advisors Inc.
Brad Tebbe is a financial advisor with StoneX Advisors Inc. in Brookville, Indiana, holding a Series 63 license and 28 years of industry experience. His career includes positions at StoneX Securities Inc., Wrp Investments, Inc., and Fiducial Investment Advisors, Inc. Outside of advisory work, he is involved in several business ventures including ownership of a CPA firm, management roles in multiple liquor stores, a retail pharmacy, and serving as a bank director and golf course board member. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a range of strategies including advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.
Series 66
Brookville, IN
Stonex Advisors Inc.
Katharine Burger is a Series 66 licensed financial advisor with StoneX Advisors Inc., where she has worked since 2017. She has 10 years of industry experience and is based in Brookville, Indiana. Outside of her advisory role, she serves as a nominating committee member for Farm Credit Mid-America, participating in the identification of candidates for board positions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement strategies across various account structures.
Series 63, Series 66
Metamora, IN
FIFTH THIRD SECURITIES, Inc.
Darci Metcalf is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2011. Outside of her advisory role, she is a property owner in Metamora, Indiana. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a wide range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and is notable for its municipal-advisor registration combined with its affiliation with Fifth Third Bank.
Series 63, Series 66
Batesville, IN
The huntington Investment company
Rebecca Mc Lean is a financial advisor with The Huntington Investment Company in Batesville, IN, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She previously worked at Fifth Third Securities from 2016 to 2022 before joining Huntington in 2022. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. Their investment approach includes multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank offerings.
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