user avatar

Stephen D Dold

Advisor at Blue Horizon Equity, Inc. — Monticello, IN E. Terrace Bay Ct.

Updated today

Credentials

Series 66

Experience

13 years

Location

Monticello, IN 47960

Blue Horizon Equity, Inc. logo

Blue Horizon Equity, Inc.

Team

Total advisors

26

Across 9 offices

Clients per advisor

57 Typical

Avg AUM per client

$498,741 Low

HNW client ratio

4% Very Low

About

Stephen Dold is a financial advisor with Blue Horizon Equity, Inc. He holds a Series 66 credential and has 13 years of industry experience. Prior to joining Blue Horizon Equity and Cetera Wealth Services in 2026, he worked at Cambridge Investment Research Advisors and Lincoln Financial Advisors. Outside of his financial advisory work, he serves as a basketball and football coach at Twin Lakes School Corporation. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals, retirement plans, and institutions. The firm provides sponsored wrap-fee Unified Managed Accounts and access to third-party money manager programs, operating as a multi-advisor team across multiple offices while acting as sponsor and investment adviser for its wrap-fee programs.

Client services

Based on Blue Horizon Equity, Inc.

Financial planning Portfolio management Selection of other advisers

Occupation focus

Based on Blue Horizon Equity, Inc.

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fee negotiated between client and Advisor for financial planning services

Percentage

$0 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001+:

Project-based

Hourly fee negotiated between client and Advisor for financial planning services

Other

Account minimum: $25,000 Minimum fee: Minimum annual fee of $99 per account for UMA and APM Programs

Location

See office

Monticello, IN E. Terrace Bay Ct.

504 E. Terrace Bay Ct.

Monticello IN 47960

Advisors at this office

1

Most active in

Indiana · Texas

Work history

13 years of industry experience

Blue Horizon Equity, Inc.

2026 - Present • 1 year

Pittsford, NY

Cetera Wealth Services, LLC

2026 - Present • 1 year

El Segundo, CA

Twin Lakes School Corp

2024 - Present • 2 years

Monticello, IN

Cambridge Investment Research Advisors, Inc.

2017 - 2026 • 9 years

Fairfield, IA

Cambridge Investment Research, Inc.

2017 - 2026 • 9 years

Fairfield, IA

Lincoln Financial Advisors

2011 - 2017 • 6 years

Monticello, IN

Disclosures

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

Business activities & affiliations

user avatar

Eric P

Series 65, Series 66

Monticello, IN

Pampel & Associates, Inc.

Eric Pampel is a financial advisor with Pampel & Associates, Inc. in Monticello, IN, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Pampel & Associates since 2000 and has also worked at Pampel Securities, Inc. since 1998. In addition to his advisory role, he is an independent insurance agent. Pampel & Associates serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis, and emphasizes client education through public seminars and workshops.

Life insurance needs analysis Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner
user avatar

Austin W

Series 65

Monticello, IN

Pampel & Associates, Inc.

Austin Woolley is a financial advisor at Pampel & Associates, Inc. with four years of industry experience. He holds the Series 65 designation and has worked at Pampel & Associates since 2021. His prior experience includes positions at AuthenticX, Regions Bank, and other firms. Pampel & Associates serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis, and emphasizes client education through seminars and workshops.

Life insurance needs analysis Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner
user avatar

Richard Q

Series 63

Delphi, IN

Stonex Advisors Inc.

Richard Quirk is a financial advisor at StoneX Advisors Inc. with 47 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2015, with prior roles at StoneX Securities Inc., Wrp Investments, Inc., and FFP Advisory Services Inc. Outside of his advisory work, he owns Quirk Investments, a business involved in the sale of investment and insurance products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple investment platforms and offers both proprietary and third-party model solutions.

ESG / Sustainable investing
user avatar

Joshua W

Series 66

Flora, IN

Sanctuary Advisors, LLC

Joshua Winger is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., Charles Schwab & Co., and the Evansville Teachers Federal Credit Union. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s platform supports a variety of investment strategies and account types, offering both discretionary and non-discretionary management with an array of analytical approaches and fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning

Adam B

Series 66

Delphi, IN

Edward Jones

Adam Blankenberger is a financial advisor with Edward Jones in Delphi, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Planning for children with special needs Founder/Business Owner
user avatar

Matthew M

Series 66

Flora, IN

LPL Financial

Matthew Meek is a financial advisor with LPL Financial and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Avantax Advisory Services and Fisher & Associates. In addition to his advisory work, Meek is involved in tax preparation and accounting services through Fisher & Associates, which he has maintained since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and 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 research tools and a broad network of over 22,800 advisors.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)