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 65
Experience Industry experience
21 years
Location
New Castle, IN
Scott Clampitt is the sole advisor at Scott Clampitt, Registered Investment Advisor, located in New Castle, IN. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Prior to founding his independent firm in 2012, he worked with Highland Financial Management, American Equity Investment Corp, and Comprehensive Financial Consultants Institutional. His firm provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and corporate entities. The firm employs a long-term investment strategy incorporating both fundamental and technical analysis, developing Investment Policy Statements and conducting regular account reviews.
Based on Scott Clampitt, Registered Investment Advisor
$0.00 - $99,999.99: 0.167% per month $100,000.00 - $249,999.99: 0.150% per month $250,000.00 - $499,999.99: 0.133% per month $500,000.00 - $999,999.99: 0.117% per month $1,000,000.00+: 0.100% per month
Level I Service: $75.00 per hour; Level II Service: $125.00 per hour; Level III Service: $250.00 per hour
New Castle, IN
New Castle IN
Advisors at this office
1
Indiana
21 years of industry experience
Scott W. Clampitt Registered Investment Advisor
2012 - Present • 14 years
Bloomington, IN
Highland Financial Management
2009 - Present • 17 years
Louisville, KY
American Equity Investment Corp
2009 - Present • 17 years
New Albany, IN
Comprehensive Financial Consultants Institutional
2005 - Present • 21 years
Bloomington, IN
SPC
2004 - 2004 • 1 year
Bloomington, 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A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.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 not 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.
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, Series 65
New Castle, IN
Lifecare Retirement Solutions Inc.
Richard Graham is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at LifeCare Retirement Solutions Inc. His prior roles include positions at Gradient Advisors, LLC and Vantage Advisors LLC. Outside of financial advising, he operates a crayfish hatchery business serving the restaurant industry. LifeCare Retirement Solutions is an independent advisory practice focused on retirement-related financial planning and consulting for individual clients. The firm provides comprehensive planning services and refers clients to third-party money managers for investment management, maintaining ongoing oversight and client liaison functions.
Series 65
New Castle, IN
Parkwoods Wealth Partners, LLC
Vicki Kelsey is a financial advisor at Parkwoods Wealth Partners, LLC with 18 years of industry experience. She holds a Series 65 credential and has worked at Shoreline Asset Management, LLC and Shore & Company, P.C. She also operates Kelsey Accounting & Tax, a tax and accounting consulting firm, and serves as Director of Estates & Trusts at Shore & Company, P.C. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, offering investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.
PFS™, Series 65
New Castle, IN
Parkwoods Wealth Partners, LLC
Robert Bumbalough is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds the PFS™ and Series 65 designations. He is also co-owner of Shore & Company, P.C., an accounting practice in New Castle, Indiana, where he has been involved since 2001. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm’s investment approach is grounded in Modern Portfolio Theory and efficient-market principles, emphasizing diversified allocations and disciplined portfolio management.
Series 65
New Castle, IN
Parkwoods Wealth Partners, LLC
Joshua Schlagel is a financial advisor at Parkwoods Wealth Partners, LLC with a Series 65 credential. He has industry experience beginning in 2025 and previously worked at Shore & Company, P.C. and Whitinger & Company. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, utilizing diversified allocations primarily in mutual funds, ETFs, and fixed-income ladders.
Series 65
New Castle, IN
Parkwoods Wealth Partners, LLC
Dustin Vincent is a financial advisor with Parkwoods Wealth Partners, LLC, holding a Series 65 designation and currently based in New Castle, Indiana. He has seven years of experience, including time at Brady Ware and a background with Focal Point Business Coaching and Greenville University. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning services. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations in mutual funds, ETFs, and fixed-income ladders, and extends its capabilities through an affiliation with an accounting firm, an educational media offering, and a packaged employee financial-wellness program.
PFS™
New Castle, IN
Parkwoods Wealth Partners, LLC
Marion Shore Jr. is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds the PFS™ designation and has worked previously at Shoreline Asset Management, LLC and co-owns Shore & Company, P.C., an accounting practice. Shore serves as a director of Citizens State Bank and is on the board of the Earlham College Foundation, in addition to chairing the Finance Committee of the Henry County Community Foundation. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning services. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.
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