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
16 years
Location
Farmland, IN 47340
Edward Jones
Institution
Matthew Haney is a financial advisor at Edward Jones with 15 years of industry experience. He has held the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Based on Edward Jones
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.
Farmland, IN
103 N Main St
Farmland IN 47340
Advisors at this office
1
Indiana · Texas
16 years of industry experience
Edward Jones
2010 - Present • 16 years
St. Louis, MO
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.
Series 66
Parker City, IN
True North Wealth
Grant Evans is a financial advisor with True North Wealth in Parker City, IN, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, which provides basketball and fitness training and consulting. True North Wealth serves individual clients and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting as a 3(21) fiduciary, and educational seminars. The firm employs an investment approach based on asset allocation and modern portfolio theory, combining passive and active investment vehicles and outside managers, and is notable for providing pension consulting and public education services as a single-advisor independent firm.
Series 63, Series 65
Muncie, IN
Cardinal Capital Management, LLC
Sarah Mccord is a financial advisor at Cardinal Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cardinal Capital Management since 2011. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and may employ short-term trading and option strategies when appropriate.
Series 63
Muncie, IN
Cardinal Capital Management, LLC
Lee Snider is a financial advisor at Cardinal Capital Management, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Cardinal Capital since 2012. He also has a longstanding affiliation with Commonwealth Ins dating back to 1987. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, and other entities. The firm employs a mix of tactical asset allocation, fundamental and technical analysis, and may utilize short-term trading and option strategies.
CFP®
Muncie, IN
Creative Planning
Ashley Hansard is a CFP® professional currently with Creative Planning in Muncie, Indiana, with six years of industry experience. Prior to joining Creative Planning in 2020, Hansard worked at Miller Financial Management, LLC for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and incorporates private market exposure alongside institutional and retirement plan services.
Series 66, Series 65
Muncie, IN
Concurrent Investment Advisors, LLC
Melissa O'Connor is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at several firms including Virtual Partners Group, Comprehensive Financial Consultants, and Pulp & Pine, LLC. Concurrent Investment Advisors is a multi-team SEC-registered firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.
CFP®, Series 63, Series 66
Muncie, IN
Edward Jones
Dean Meyers is a CFP® professional with 39 years of experience at Edward Jones, where he has worked since 1986. He holds Series 63 and Series 66 licenses and serves as a board director for The 400 Corporation in Muncie, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and maintains a large nationwide network of financial advisors and branches.
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