Advisor at Cambridge Investment Research Advisors
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.
Location
Nashville, IN
Credentials
Series 63, Series 65
Industry experience
29 years
William Stant is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2015 and has operated L. B. Stant and Associates, LLC as an independent insurance agent since 1996. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated
$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%
Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products
Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour
Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting
Nashville, IN
Indiana
Cambridge Investment Research Advisors
2015 - Present (11 years)
Cambridge investment Research, Inc.
2015 - Present (11 years)
L. B. Stant and Associates, LLC
1996 - Present (30 years)
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.
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.
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.
Series 65
Nashville, IN
Kinder Financial Services
Kinder Dean is a Series 65-licensed financial advisor with 14 years of industry experience. He is the sole advisor at Kinder Financial Services, an independent firm based in Nashville, Indiana. Dean has worked at Valeo since 2013. In addition to his advisory role, he operates a separate real estate business. Kinder Financial Services specializes in financial planning and discretionary portfolio management for individual clients, as well as businesses, charities, and small pension plans. The firm emphasizes technical security analysis and trend management, focusing on ETFs and large-cap dividend stocks, with accounts tailored to client objectives and risk tolerance.
CFP®, Series 63, Series 65
Bloomington, IN
Mosaic Wealth Management LLC
Ronald Deinlein Jr. is a financial advisor with Raymond James & Associates in Bloomington, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and state and municipal government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships, and maintains public-finance and municipal capabilities alongside its retail advisory services.
Series 63, Series 66
Bloomington, IN
Mosaic Wealth Management LLC
Christopher Meador is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Raymond James since 2019, following roles at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.
Series 65
Bloomington, IN
Laughlin Financial LLC
Max Varness is a financial advisor at Laughlin Financial LLC in Bloomington, IN, holding a Series 65 designation with less than one year of industry experience. Prior to joining Laughlin Financial, he was a full-time student and has worked in various roles outside finance, including power washing and lawn care. Laughlin Financial LLC provides investment advisory and planning services primarily to individual clients and retirement plan sponsors. The firm combines fundamental, technical, and cyclical analysis in managing portfolios and is notable for its affiliation with an accounting practice that offers tax-related planning and fiduciary retirement plan services.
CFP®, PFS™, Series 66
Bloomington, IN
Laughlin Financial LLC
John Laughlin is a CFP® and PFS™ credentialed advisor with 18 years of industry experience. He has been with Laughlin Financial LLC since 2012, where he is one of two advisors. Laughlin Financial LLC provides investment advisory and planning services primarily to individual clients, including high-net-worth households, and to retirement plan sponsors and participants. The firm offers tailored portfolio management, fiduciary retirement plan consulting, and client-directed digital-asset execution, supported by an affiliated accounting practice with licensed CPAs on staff.
CFP®, Series 65
Bloomington, IN
Hurlow Wealth Management Group, Inc.
Eldon Mc Cabe is a CFP®-certified financial advisor with Hurlow Wealth Management Group, Inc., where he has worked since 2023. He has two years of industry experience, including prior roles at the Sanford Center for Financial Planning and Wellness, Rose Street Advisors, Northwestern Mutual, and West Shore Bank. Mc Cabe serves as a board member of the Hoosier Hills Estate Planning Council and is a committee member of the Young Professionals Bloomington Steering Committee. Hurlow Wealth Management Group serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach and uses fundamental and technical analysis to recommend portfolios that may include a variety of investment vehicles, with ongoing monitoring and due diligence.
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
