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 65, Series 63
Experience Industry experience
1 year
Location
Decatur, IN 46733
Carson Wealth
Enterprise
Jaime Gerber is a wealth advisor at Carson Wealth with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Cetera Wealth Services and Raymond James Financial Services. Outside of advisory roles, Gerber is involved in the sale of fixed insurance products and provides brokerage and advisory services through Bixler Financial. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers services such as discretionary asset management, financial planning, and retirement plan solutions, supported by an Investment Committee that manages model portfolios and tailors investment strategies using multiple inputs and third-party resources.
Based on Carson Wealth
Based on Carson Wealth
Fixed fees for financial planning from $500 minimum up to $25,000 or more depending on complexity; flat annual investment management fees also available, billed quarterly in advance.
$0+: up to 2.50% $0+: up to 2.00% (Variable Sub-Account Management Services) $50,000+: additional fee charged by iCapital $50,000+: additional fee charged by Orion Custom Indexing $10,000+: 55ip without tax management services $50,000+: 55ip with tax management services
Investment advisor representatives may receive commissions as registered representatives for brokerage and insurance product sales, separate from advisory fees.
Hourly fee up to $500 per hour for financial planning services depending on complexity.
Fee-only: Hourly fees up to $500/hour; fixed fees from $500 up to $25,000 or more; True Wealth Plans fee 0.20% of assets with $3,500 minimum, discounted to 0.10% if assets transferred within 6 months.
Decatur, IN
1043 S, 13th Street
Decatur IN 46733
Advisors at this office
1
Indiana
1 year of industry experience
Cetera Wealth Services, LLC
2026 - Present • 1 year
El Segundo, CA
Cwm, Llc Dba Carson Partners Crd # 155344
2026 - Present • 1 year
Geneva, IN
Bixler Insurance
2025 - Present • 1 year
Geneva, IN
FM Investments
2023 - 2024 • 1 year
Geneva, IN
Raymond James Financial Services, Inc.
2020 - 2024 • 4 years
Geneva, IN
Farmers & Merchants State Bank
2020 - 2024 • 4 years
Geneva, IN
F&M Bank
2020 - 2023 • 3 years
Geneva, IN
Adams County Financial Resources
2001 - 2020 • 19 years
Geneva, 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.
Is not active or affiliated with:
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.
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.
Series 63, Series 66
Decatur, IN
Midwest Capital Financial Advisors, LLC
Michael Hamilton is a financial advisor at Midwest Capital Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Moneyblock. In addition to his advisory role, he is president and owner of Midwest Capital Resources, Inc., where he provides insurance consulting and sales of non-registered insurance products. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser with two advisors managing approximately $12.9 million in client assets. The firm serves individuals, trusts, charitable organizations, and employer-sponsored plans, offering portfolio management, financial planning, and retirement-plan services using a combination of fundamental and technical analysis alongside various trading strategies.
Series 65
Decatur, IN
Midwest Capital Financial Advisors, LLC
Jerry Baughman is a financial advisor at Midwest Capital Financial Advisors, LLC with a Series 65 credential and recent experience in the financial services industry since 2023. Prior to joining the firm, he held roles at Midwest Capital Resources and Collins Mobile LLC, among others. He is also an insurance agent at Midwest Capital Resources, a non-investment related insurance agency. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser serving approximately 100 clients with $12.9 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a combination of fundamental and technical analysis alongside various investment strategies.
Series 65
Hoagland, IN
Thrivent Advisor Network, LLC
Brad Jeffrey is a Series 65-licensed financial advisor with five years of industry experience. He currently works at Thrivent Advisor Network, LLC and previously spent 16 years at Lincoln Financial Group. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning through various approaches, including the use of low-cost mutual funds, ETFs, and access to independent managers.
Series 66
Decatur, IN
OneAscent Financial Services LLC
Joshua Smith is a financial advisor with OneAscent Financial Services LLC in Decatur, Indiana, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cambridge Investment Research Inc., and First Bank of Berne. He also volunteers with Lifewise Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and utilizes both advisor-managed and model-based investment programs, including Unified Managed Account solutions.
Series 65
Bluffton, IN
OneAscent Financial Services LLC
Kaden Bussel is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and two years of industry experience. His work background includes roles at OneAscent Financial Services and Strategence Capital LLC, as well as positions in education and community organizations. Outside of advising, he is the owner of H&K Estates LLC, a business that manages a residential duplex. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides a range of services including discretionary and non-discretionary asset management, financial planning, and outsourcing solutions, utilizing individualized asset-allocation strategies and various overlay and automated management platforms.
Series 63, Series 65
Hoagland, IN
Thrivent Advisor Network, LLC
Davon Bultemeier is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Thrivent Investment Management Inc. and THRIVENT FINANCIAL for Lutherans. Outside of advising, he owns and operates a 400-acre corn and soybean farm and serves on the Board of Directors for Concordia Lutheran High School, overseeing a $26 million endowment. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs while offering access to independent managers and a range of investment options.
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