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 63, Series 66
Experience Industry experience
20 years
Location
Geneva, IN 46740
Carson Wealth
Enterprise
Keith Blythe is a financial advisor with Carson Wealth, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Cetera Wealth Services, Old National Bank, LPL Financial, and SSN Advisory. Blythe is involved in multiple financial services activities, including advisory and brokerage services through his own DBA, Bixler Financial. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion across a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct model portfolios and providing tailored solutions such as custom indexing and access to alternative investments.
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.
Geneva, IN
435 E Line Street
Geneva IN 46740
Advisors at this office
1
Indiana · Kansas · Texas
20 years of industry experience
Cetera Wealth Services, LLC
2026 - Present • 1 year
El Segundo, CA
Old National Bank
2019 - 2026 • 7 years
Fort Wayne, IN
LPL Financial
2019 - 2026 • 7 years
Fort Wayne, IN
SSN Advisory, Inc
2013 - 2019 • 6 years
Decatur, IN
Securities Service network
2013 - 2019 • 6 years
Decatur, IN
Concourse Financial Group Securities, Inc.
2010 - 2013 • 3 years
LPL Financial
2009 - 2010 • 1 year
IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
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 65
Poneto, IN
Reckard CPA Advisors, LLC
Cory Reckard is the sole advisor at Reckard CPA Advisors, LLC in Poneto, Indiana, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior work includes roles at H&R Block / Block Advisors and Emshwiller Scheer Accountancy Co, as well as operating his own CPA firm since 2001. In addition to advisory services, he owns Reckard CPA Group, which provides tax planning, accounting, and sales of life insurance and fixed annuity products under a state-approved license. Reckard CPA Advisors, LLC is a single-advisor registered investment adviser focused on evaluating clients’ financial situations and referring them to Atlas Capital Management Corp.’s advisory services. The firm does not provide direct portfolio management or custody client assets, operating on a referral-based model rather than charging fees based on assets under management.
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 65
Bluffton, IN
OneAscent Financial Services LLC
David Bresnahan is a financial advisor with OneAscent Financial Services LLC in Bluffton, Indiana. He holds a Series 65 designation and has one year of industry experience. Prior to joining OneAscent, he worked at CX Institutional, Community State Bank, and held various roles including researcher at Purdue University Fort Wayne. Outside of his advisory role, he is involved in academic research on the economics of satellite shielding at Purdue University Fort Wayne. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm provides asset management, financial planning, and consulting through multiple advisory teams and employs both team-managed and model-based investment approaches.
Series 63, Series 65
Bluffton, IN
Lincoln Investment
Joseph Streveler is a financial advisor with Lincoln Investment in Bluffton, Indiana, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Legend Equities Corporation and PRUCO Securities, LLC. He has been with Lincoln Investment since 2017. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team, with many client relationships being advisor-led and tailored to individual objectives.
Series 63, Series 65
Bluffton, IN
PNC Wealth Management
Eric Blessing is a financial advisor with PNC Wealth Management in Bluffton, IN, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with PNC Investments since 2016. Outside of his advisory role, he serves on the Board of Directors for the Creative Arts Council of Wells County and volunteers as a Court-Appointed Special Advocate with the Wells County Department of Child Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot. The firm’s approach utilizes algorithm-driven portfolio strategies managed by PNC or third-party strategists, implemented with mutual funds and ETFs and featuring annual rebalancing without individual security trading.
Series 66
Bluffton, IN
PNC Wealth Management
Michael Bobilya is a financial advisor with PNC Wealth Management holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo Advisors, and Prudential Insurance. PNC Wealth Management offers retail brokerage and advisory services featuring model-based investment programs, including a discretionary, invitation-only digital portfolio service that utilizes algorithm-driven risk assessments and implements strategies through mutual funds and ETFs.
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