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Barton H

Series 66

Indianapolis, IN

Wells Fargo Advisors

Barton Hunter is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Advisors since 2018 and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Hunter has ownership interests in multiple investment-related entities, including BJH Financial LLC and FHT Administrative Services LLC. 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 investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Katherine F

Series 66

Indianapolis, IN

Wells Fargo Advisors

Katherine Free is a financial advisor at Wells Fargo Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Protiviti and Deloitte & Touche LLP. She owns and operates KMF Financial LLC, an investment-related practice based in Indianapolis. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through financial advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Blake D

CFP®, Series 63, Series 65

Indianapolis, IN

Wells Fargo Advisors

Blake Dicken is a CFP® professional affiliated with Wells Fargo Advisors in Indianapolis, IN, with two years of industry experience. His prior roles include positions at Savant Wealth Management and Citizens Energy Group. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and divorce planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Cassi P

Series 66

Indianapolis, IN

Wells Fargo Advisors

Cassi Patterson is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation with 19 years of industry experience. Her previous roles include positions at Wells Fargo Clearing and Morgan Keegan & Company, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory solutions with other financial products.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher T

Series 66

Indianapolis, IN

Wells Fargo Advisors

Christopher Tapak is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns and operates a residential construction business called Custom Homes by Chris. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory guidance with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Leah B

Series 66

Indianapolis, IN

Wells Fargo Advisors

Leah Beetz is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously held roles at Center Grove Community Schools and Jade Chemical & Supply Co., Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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