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
23 years
Location
Shelbyville, IN 46176
LPL Financial
Institution
Scott Carmony is a financial advisor with LPL Financial in Shelbyville, IN, holding Series 63 and Series 66 credentials and 23 years of industry experience. Prior to joining LPL Financial in 2018, he was involved with Carmony Wealth Management, Broker Dealer Financial Services Corp., Hardwick Capital Management, and Edward Jones. He is also a fiduciary for the Paul Kellam Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers, supporting advisors with technology-driven research tools and a broad platform that includes insurance and credit solutions.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Shelbyville, IN Public Square
16 Public Square, Suite B
Shelbyville IN 46176
Advisors at this office
1
Indiana · Texas
23 years of industry experience
LPL Financial, LLC
2018 - Present • 8 years
Shelbyville, IN
Carmony Wealth Management
2010 - 2018 • 8 years
Shelbyville, IN
Broker Dealer Financial Services Corp.
2010 - 2018 • 8 years
Shelbyville, IN
Hardwick Capital Management, LLC
2009 - 2018 • 9 years
Shelbyville, IN
Edward Jones
2007 - 2009 • 2 years
Shelbyville, 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Series 66
Shelbyville, IN
CoreVision Financial Group
Grant Reeves is a financial advisor at coreVISION Financial Group with six years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and operates Grant Reeves Law LLC as a licensed attorney. He serves as a board member for Franklin County Community Schools. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and organizations. The firm employs a generally long-term investment philosophy with tactical adjustments and offers a wrap-fee program with institutional custodial relationships, managing over $1 billion in discretionary assets.
Series 63, Series 65
Shelbyville, IN
CoreVision Financial Group
Brent Thoman is a financial advisor with CoreVision Financial Group, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has previously worked with LPL Financial and Osaic FS, Inc. Outside of his advisory role, he is involved in coaching middle school and high school sports in Shelbyville, Indiana. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients, including high-net-worth individuals and institutional accounts. The firm utilizes a long-term investment approach with tactical adjustments, employing a mix of direct portfolio management, independent managers, and an institutional platform, and offers a wrap-fee program that combines custody and transaction costs.
Series 63, Series 65
Shelbyville, IN
CoreVision Financial Group
Jason Pike is a financial advisor with CoreVision Financial Group in Shelbyville, Indiana, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at LPL Financial since 2010 and has been with CoreVision since 2023. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a generally long-term investment philosophy with tactical adjustments, utilizes low-cost mutual funds, ETFs, individual stocks, bonds, and options, and offers a wrap-fee program along with institutional custodial relationships and an automated portfolio platform.
ChFC®, Series 63
Shelbyville, IN
CoreVision Financial Group
Beau Browning is a financial advisor with coreVISION Financial Group, holding the ChFC® designation and Series 63 license, with 21 years of industry experience. He has worked at LPL Financial since 2010 and joined coreVISION Financial Group in 2023. coreVISION Financial Group offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm utilizes a long-term investment philosophy with tactical adjustments, employing low-cost mutual funds, ETFs, individual securities, and options within a wrap-fee program supported by institutional custodial relationships and an automated investment platform.
CFP®, Series 66
Shelbyville, IN
CoreVision Financial Group
Andrea Lee is a CFP® with eight years of industry experience. She is currently affiliated with coreVISION Financial Group and has previously worked with LPL Financial. Outside of financial advising, Lee has been involved with the Shelby County Athletic Club for over two decades. coreVISION Financial Group is a team-based firm providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment philosophy with tactical adjustments and offers a wrap-fee program alongside institutional custodial relationships and an automated platform.
Series 65
Shelbyville, IN
CoreVision Financial Group
Joseph Heller is a financial advisor with CoreVision Financial Group, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Penske Logistics and Celadon Trucking Services. CoreVision Financial Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment philosophy with tactical portfolio adjustments and offers a wrap-fee program alongside the use of derivatives and margin in client accounts.
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