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 66
Experience Industry experience
8 years
Location
Roanoke, IN 46783
Edward Jones
Institution
John Nelson is a financial advisor with Edward Jones in Roanoke, IN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Parkview Health Systems, Venture 5 Capital LLC, and DLZ Indiana, LLC. He serves as Board Chair of the Huntington County Community Foundation and is President-Elect of the Huntington County Rotary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Roanoke, IN W Second St
110 W Second St
Roanoke IN 46783
Advisors at this office
1
Indiana · Texas
8 years of industry experience
Edward Jones
2017 - Present • 9 years
Saint Louis, MO
Parkview Health Systems
2013 - 2017 • 4 years
Huntington, IN
Venture 5 Capital LLC
2012 - 2017 • 5 years
Ft Wayne, IN
DLZ Indiana, LLC
2006 - 2017 • 11 years
Ft Wayne, 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.
Is not active or affiliated with:
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.
CFP®, Series 63
Fort Wayne, IN
DentVest LLC
Ryan Fisher is a financial advisor with DentVest LLC in Fort Wayne, IN. He holds the CFP® designation and Series 63 license, with eight years of industry experience. Prior to founding DentVest, he worked at White Coat Wealth Management and Old National Wealth Management. Fisher also serves as a part-time CFO for a dental practice. DentVest is a small, state-registered independent advisory firm serving individual clients, pension and profit-sharing plans, and charitable organizations. The firm employs a primarily passive, model-driven investment approach using third-party models and technology platforms, complemented by comprehensive financial planning services.
CFP®, Series 65, Series 63
Fort Wayne, IN
Krouse Stureman & Associates, Inc.
Antony Stureman is a CFP®-certified financial advisor with 28 years of industry experience. He is the principal of Krouse Stureman & Associates, Inc. in Fort Wayne, IN, and has held advisory and ownership roles with Krouse Kern Wealth Management, Inc. since 2004. He is also owner and agent of KK Risk Management, LLC, a licensed insurance agency. Krouse Stureman & Associates provides personalized financial planning and investment advisory services to individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs an investment approach grounded in Modern Portfolio Theory, focusing on asset allocation, diversification, and periodic rebalancing, typically utilizing passively managed, institutional-class mutual funds.
CFP®, Series 66
Fort Wayne, IN
Gilbert Wealth
Steven Gilbert is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Gilbert Wealth, an independent firm he has led since 2021. Prior to founding Gilbert Wealth, he worked at CX Institutional, CPM Group, and Ameriprise Financial Services, Inc. Gilbert Wealth offers comprehensive financial planning and investment management primarily for individual and high-net-worth clients. The firm’s investment strategy focuses on passive management using index funds, ETFs, and third-party managers, with options for direct indexing and tax-loss harvesting integrated into ongoing financial planning.
CFP®, Series 63, Series 65
Fort Wayne, IN
Bassett Financial Advisors
Martin Bassett is a CFP®-certified financial advisor with 20 years of industry experience. He has led Bassett and Associates Retirement Planning Services, Inc. since 2014 and currently operates Bassett Financial Advisors in Fort Wayne, IN. Bassett Financial Advisors provides discretionary asset management and financial planning to individuals, trusts, and estates. The firm employs a tactical asset allocation strategy primarily using exchange-traded products, managing portfolios on a discretionary basis through third-party model marketplaces and custodial platforms, with financial planning as a key input to investment decisions.
Series 63, Series 65
Fort Wayne, IN
Buffalo Capital Advisors LLC
John Nuechterlein is an investment advisor at Buffalo Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howard Bailey Securities and Mass Mutual Investors Services. Outside of advising, he is an independent licensed insurance agent. Buffalo Capital Advisors offers portfolio management and financial planning services to individuals and high-net-worth clients, using a multi-method investment approach tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary account management and accepts hourly financial planning fees.
Series 66
Fort Wayne, IN
Bond Bell & Co.
Bond Munroe Bell is a financial advisor at Bond Bell & Co. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Voya Financial Advisors and Cetera Wealth Services. He is also the owner of Bell Asset Management LLC, a financial services business. Bond Bell & Co provides portfolio management, integrated financial planning, and family-office consulting for individuals, high-net-worth clients, and business entities. The firm creates tailored Investment Policy Statements, applies various analysis techniques for asset selection, and offers both long- and short-term trading strategies, including the use of margin and options.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")