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Johnathan Zackary Britton

Advisor at Axis Financial, LLC — Odon, IN

Updated today

Credentials

Series 66

Experience

24 years

Location

Odon, IN 47562

Axis Financial, LLC

Independent

Total advisors

1

Clients per advisor

25 Typical

Avg AUM per client

$390,800 Typical

HNW client ratio

20% Typical

About

Johnathan Britton is a financial advisor at Axis Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Axis Financial since 2006. In addition to his advisory role, he sells life, health, long-term care, and property & casualty insurance through The Insurance Shop, an activity he balances alongside his financial advisory work. Axis Financial, LLC is an independent, single-advisor registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a consultative, non-discretionary approach, typically recommending exchange-traded funds for smaller accounts and using third-party asset managers for larger accounts.

Client services

Based on Axis Financial, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Financial analysis and investment recommendation services

Expertise

Based on Axis Financial, LLC

Wealth management

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Fee options

Fixed

Fixed fees for financial planning/consulting services range from $250 to $2,500

Commissions

Commissions earned by associated persons for insurance products sales; separate from advisory fees

Project-based

Hourly fees set at $75 per hour for financial planning/consulting services

Other

Account minimum: $400 per year minimum fee to open and maintain an advisory account, may be waived at discretion Minimum fee: $400 per year minimum fee to open and maintain an advisory account, may be waived at discretion Fee-only: Financial planning fixed fees range from $250 to $2,500; hourly fees set at $75 per hour

Location

Odon, IN

204 West Main Street

Odon IN 47562

Advisors at this office

1

Most active in

Indiana

Work history

24 years of industry experience

Axis Financial, LLC

2006 - Present • 20 years

Odon, IN

The Insurance Shop Inc

2003 - Present • 23 years

Odon, IN

Onb Investment Services, Inc.

2001 - 2002 • 1 year

Terre Haute, IN

Disclosures

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

Business activities & affiliations

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Michael G

Series 63, Series 65

Loogootee, IN

Creativeone Wealth, LLC

Michael Graber is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CreativeOne Wealth since 2018. He is also involved with Compass Retirement Advisors LLC, Gradient, and The Insurance Shop Inc., where he has roles related to retirement planning and insurance. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored assessments and regular portfolio rebalancing.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Mary A

Series 66

Loogootee, IN

Edward Jones

Mary Anderson is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones for her entire career, spanning from 2007 to the present. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kevin L

Series 66

Loogootee, IN

Edward Jones

Kevin Lewis is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his current role, he worked at Sam's Club for over ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and affiliated financial services, managing over $1 trillion in assets under management.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive

Brent C

Series 63, Series 66

Loogootee, IN

Edward Jones

Brent Courter is a financial advisor with Edward Jones in Loogootee, Indiana, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves as a board member and president of the Loogootee School Corporation and is on the finance committee for Vincennes University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm maintains a large national network of advisors and offers discretionary and non-discretionary strategies, affiliated mutual funds, and additional services including tax-efficient overlay and proxy voting.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Casey M

Series 63, Series 65

Crane, IN

LPL Financial

Casey Madsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and eight years of industry experience. Prior to joining LPL Financial in 2022, he worked at CUNA Brokerage Services and Crane Credit Union, where he continues to have an advisory role. His background includes positions in insurance and investment services as well as experience outside financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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