Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Andrew B
Series 66
Indianapolis, IN
Wells Fargo Advisors
Andrew Baker is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 15 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2015 to 2025. He is also involved in managing his practice through Stratim Group, Inc. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels, serving a diverse client base through its extensive network of advisors.
Aaron A
Series 63, Series 66
Indianapolis, IN
Wells Fargo Advisors
Aaron Austin is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise, The Prudential Insurance Company of America, Charles Schwab, and Austin Financial Strategies. He is also an associate financial advisor involved in trading and research at Khepri Partners LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services like business-owner transition planning and divorce planning. The firm combines advisory services with multiple financial product offerings and referral channels.
John E
Series 65, Series 63
Indianapolis, IN
Wells Fargo Advisors
John Elder is a financial advisor at Wells Fargo Advisors with Series 65 and Series 63 licenses. He has been in the industry since 2024, with prior experience at American United Life and OneAmerica Securities. He also has a background in education, having worked at Butler University and Saint Anthony High School. In addition to advising, he is involved in non-variable insurance sales, including fixed life and fixed annuities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial product sales and referral channels.
Benjamin H
Series 63, Series 65
Indianapolis, IN
Wells Fargo Advisors
Benjamin Hoeing is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Ameriprise and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory advice with other financial products and referral channels.
Greggory K
CFP®, Series 63
Indianapolis, IN
Wells Fargo Advisors
Greggory Keele is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Advisors since 2025. He previously worked at Ameriprise Financial Services from 2005 to 2025. Outside of his advisory role, he is involved in divorce financial planning as a Certified Divorce Financial Analyst and serves on the board of the Damar Foundation, Inc. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to client needs and supported by firm research and tools.
Thomas R
Series 66
Indianapolis, IN
Wells Fargo Advisors
Thomas Russell is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for 20 years prior to joining Wells Fargo Advisors in 2025. Outside of advising, he has a business ownership role with Stratim Group, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, specializing in areas such as retirement, risk management, and business-owner transition planning. The firm combines advisory services with various financial products and offers tailored planning using its proprietary research and tools.
Kevin M
Series 63, Series 65
Indianapolis, IN
Wells Fargo Advisors
Kevin Mckay is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2012 to 2025. He serves on the Board of Directors for the Allen County Courthouse Preservation Trust. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services requiring specific advisor credentials.
Nicholas M
Series 63, Series 66
Indianapolis, IN
Wells Fargo Advisors
Nicholas Meyer is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He previously worked at Charles Schwab for 10 years and The Leaders Group Inc for 2 years. Outside of his advisory work, he is involved with Mack Financial as a Qualified Plan Administrator and in sales and investment-related activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of financial planning and investment services that include specialized planning for business owners, sports and entertainment professionals, and other niche areas. Advisors use Wells Fargo’s research and tools to develop tailored recommendations delivered through client meetings and summary letters.
Jeffrey Z
Series 66
Indianapolis, IN
Wells Fargo Advisors
Jeffrey Zenger is a Series 66 licensed financial advisor with Wells Fargo Advisors in Indianapolis, IN, bringing three years of industry experience. His prior roles include positions at Ameriprise, The Zacher Company, and The Bradley Company. Outside of financial advising, he coaches individual marathon runners through his remote coaching business, Run Free Training. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services that include cash-flow, retirement, education, and specialized planning areas. The firm combines tailored recommendations with various financial product offerings and planning tools to meet clients’ diverse needs.
Laura M
Series 66
Indianapolis, IN
Wells Fargo Advisors
Laura Mc Mahon is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and having 19 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2007 to 2025. Outside of her advisory role, Mc Mahon operates an art business, Laura's Lovely Creations, where she showcases and sells her artwork and crafts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, supported by proprietary research and planning tools.
Philip C
CFP®, Series 63, Series 66
Indianapolis, IN
Wells Fargo Advisors
Philip Christner is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2007 to 2025. Outside of his primary role, he provides Certified Divorce Financial Analyst (CDFA) services for Torchlight Resolutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers comprehensive investment and financial planning services to individuals, trusts, and institutional clients. The firm’s approach includes tailored recommendations supported by proprietary research and planning tools, serving clients with a broad menu of financial planning options covering various specialized needs.
Edward P
Series 63, Series 66
Indianapolis, IN
Wells Fargo Advisors
Edward Puglise is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services for 20 years. Outside of his advisory role, he serves on the Finance Committee of the United Way of DeKalb County and manages his practice through the Stratim Group, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.
Andre S
CFP®, Series 63, Series 66
Indianapolis, IN
Wells Fargo Advisors
Andre Smith is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Indianapolis, IN. His prior experience includes roles at Charles Schwab and Cetera, as well as entrepreneurial activities as a sole proprietor and involvement with Artistic Strategies. Outside of his advisory work, he is a Parish Council Member at St George Orthodox Christian Church, where he helps set policies and vote on the allocation of church funds. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, and supports advisors with proprietary research and planning tools.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters