Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Rishi S

Series 65

Waco, TX

Broken Investing, LLC

Rishi Sriram is the sole advisor at Broken Investing, LLC, holding a Series 65 designation with one year of industry experience. He previously worked at Beane Wealth Management Group and has been an associate professor at Baylor University since 2001, teaching and researching in the field of education. Broken Investing, LLC is an independent advisory firm serving a small client base with discretionary portfolio management focused on an active, high-risk trading strategy using technical analysis based on the CMT curriculum. The firm emphasizes client suitability, limited account acceptance, and implements a fee-free trial period along with advisory fee waivers during negative return quarters.

Options & derivatives strategies Active portfolio management Concentrated stock management
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”)