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901 advisors near
46040
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Daryl A
Series 66
Fishers, IN
Dominion Portfolio Management, Inc.
Daryl Arnett is a financial advisor with Dominion Portfolio Management, Inc. and holds a Series 66 designation, bringing 24 years of industry experience. He has worked with several firms including Dynasty Financial Group, LLC and IFS Advisory, LLC. Outside of his advisory role, he is a co-owner of Taist, Inc., where he serves primarily as a lender for the development of an application. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, using a combination of fundamental, technical, charting, and economic analysis with a focus on long-term trading and periodic rebalancing. The firm offers both discretionary and non-discretionary services with ongoing account monitoring and supports household account aggregation and third-party money managers.
Daren H
CFP®, Series 65
Anderson, IN
Financial Enhancement Group
Daren Hardesty is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Financial Enhancement Group LLC since 2020 and previously spent six years at Charles A Beard MSC. Financial Enhancement Group provides discretionary asset management and financial planning services to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, and integrates AI tools to support its investment process and client communications.
Aaron E
Series 65, Series 63
Fortville, IN
IPI Wealth Management, Inc.
Aaron Eberhart is a financial advisor at IPI Wealth Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IPI Wealth Management since 2021. Prior to that, he was employed at Blackbaud, Inc. and Blackbaud Europe from 2016 to 2021. Outside of his advisory role, he serves as president of Root of Academy’s board and leads Eberhart Clan Farms, LLC. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets across 66 advisors and offers a variety of proprietary risk-based portfolios alongside active manager oversight and tax-aware strategies.
Kevin C
Series 66, Series 63
Indianapolis, IN
Larson Financial Group, LLC
Kevin Cassidy is a financial advisor at Larson Financial Group, LLC in Indianapolis, IN, with 16 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Charles Schwab for nine years before joining Larson Financial Group in 2025. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to a diverse client base including individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of model portfolios and custom discretionary programs using strategic and tactical approaches, and offers specialized pension consulting services.
Nicholas B
Series 66
Fishers, IN
International Assets Investment Management, LLC
Nicholas Blackwell is a financial advisor at International Assets Investment Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at multiple firms including International Assets Advisory, LLC and David A. Noyes & Company. Outside of his advisory role, he serves as a deacon of finance at Castleton Community Church. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a network of independent investment adviser representatives. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party manager programs.
Michael S
Series 63, Series 65
Indianapolis, IN
LaSalle St. Investment Advisors, L.L.C.
Michael Sykes is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LaSalle St. Investment Advisors since 2013 and has been affiliated with LaSalle St. Securities since 2005. Outside of his advisory role, he serves as a successor trustee for family trusts and acts as executor for an estate. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management uncommon among large advisory enterprises.
Mark M
ChFC®, Series 63, Series 65
Noblesville, IN
LaSalle St. Investment Advisors, L.L.C.
Mark Miracle is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including long-term roles at LaSalle St. Investment Advisors since 2015 and LaSalle St. Securities since 2002. Outside of advisory work, he is involved in insurance sales through Miracle Insurance Source Inc. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and utilizes a broad asset mix that emphasizes non-discretionary management, serving a diverse client base with tailored investment solutions.
Claire A
CFP®, Series 63, Series 65
Noblesville, IN
Facet
Claire Amick is a CFP® professional with seven years of experience in the financial industry. She is currently with Facet, where she has worked since 2026, following eight years at The Vanguard Group, Inc. located in Noblesville, IN. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through remote communication and a proprietary platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes, including machine learning for tax optimization and portfolio management, offering a flat subscription fee structure rather than percentage-based asset fees.
Jonathan P
Series 65
Fishers, IN
Impact Partnership Wealth, LLC
Jonathan Pinyot is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 license and one year of industry experience. His prior roles include positions at High Point Retirement, Troyer Retirement, Pruco Securities LLC, and Advantage One Brokers. Before entering the financial industry, he operated JP’s Lawn Care and worked at LAZ Parking and Crew Carwash. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team platform. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and third-party strategists.
Alex D
Series 63, Series 66
Indianapolis, IN
Larson Financial Group, LLC
Alex Davis is a financial advisor with Larson Financial Group, LLC in Indianapolis, IN, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Midwest Wealth Management. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting through model portfolios and custom discretionary programs employing both strategic and tactical approaches.
Matthew T
Series 63, Series 65
Indianaapolis, IN
Larson Financial Group, LLC
Matthew Tully is a financial advisor at Larson Financial Group, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Midwest Wealth Management Inc., Catalyst Capital Advisors LLC, Clearbridge Investments, LLC, and John Hancock Investment Management LLC. Outside of his advisory role, he serves as an elder on the board of Leavener Ministry, a nonprofit organization focused on church outreach and disaster relief. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, incorporating both strategic and tactical investment approaches alongside third-party manager oversight.
Nicholas P
Series 66
Fishers, IN
Founders Financial Securities LLC
Nicholas Parr is a Series 66-registered financial advisor with Founders Financial Securities LLC, based in Fishers, IN, and has two years of industry experience. Prior to joining Founders Financial Securities in 2023, he worked at Tesla, Inc. for six years and Autocar, LLC for one year. He is also involved with Magis Wealth Leadership, engaging in financial planning, investment management, and fixed insurance and annuities. Founders Financial Securities provides advisory services to individuals, retirement plans, trusts, and corporate clients, managing approximately $4.1 billion in client assets. The firm offers diverse platforms and services, including managed portfolios, fee-based variable annuities, and specialty consulting such as 1031 exchanges, with investment adviser representatives delivering customized portfolio management and fiduciary support.
Jason H
Series 65
Fishers, IN
Creativeone Wealth, LLC
Jason Hutchins is a financial advisor at CreativeOne Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth (formerly Change Path, LLC) since 2019. Prior to that, he was with Global Financial Private Capital, LLC for five years. Hutchins also owns Guardian Wells Financial, where he is involved in life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, employing quantitative, fundamental, and modern portfolio theory in its investment approach.
Quinn T
Series 63, Series 65
Indianapolis, IN
Strategic Wealth Investment Group, LLC
Quinn Teague is a financial advisor with Strategic Wealth Investment Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Equitable Advisors and Meijer, among others. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using diverse investment analysis methods and offering access to private placements for accredited investors.
Erik F
Series 63, Series 65, Series 66
Fishers, IN
Jefferies Investment Advisers LLC
Erik Finwall is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. He previously worked at Voya Investment Management Co., LLC and affiliated entities for 11 years before joining Jefferies in 2025. He holds the Series 63, Series 65, and Series 66 licenses. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process using third-party software and probability-based simulations to support a range of planning topics including tax, estate, and philanthropic planning.
Evan M
Series 66
Fishers, IN
Savvy
Evan Melching is a financial advisor at Savvy with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and OneMain Financial. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.
Kurt W
Series 63, Series 65
Inidanapolis, IN
LaSalle St. Investment Advisors, L.L.C.
Kurt Weiper is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with LaSalle St. Investment Advisors since 2013 and with LaSalle St. Securities since 2008. Outside of his advisory work, he serves on the finance committee at his daughter’s school, participates in the Orchard School 403(b) committee, and is involved with the Mission Haiti Medical non-profit’s gift committee. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, managing a predominance of assets on a non-discretionary basis through various strategies including model portfolios, third-party manager oversight, and a diverse mix of investment vehicles.
James C
Series 63, Series 65
Fishers, IN
International Assets Investment Management, LLC
James Case is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes positions at Global Assets Advisory, LLC and Alacrity, as well as over a decade in private equity through his own firm, James A. Case - Private Equity. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities through a nationwide network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may incorporate third-party managers or wrap programs as part of its investment approach.
Lane S
Series 66
Indianapolis, IN
Maia Wealth
Lane Stamper is a financial advisor with Maia Wealth in Indianapolis, holding a Series 66 designation and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Cetera, among others. Stamper also works as an insurance agent with various carriers outside of his investment advisory activities. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to implement portfolios that combine traditional oversight with technology-driven solutions.
David T
Series 65
Indianapolis, IN
Larson Financial Group, LLC
David Thyen is a financial advisor with Larson Financial Group, LLC in Indianapolis, holding a Series 65 designation and six years of industry experience. He previously worked at Midwest Wealth Management Inc., Valeo Financial Advisors, Fifth Third Trading Center, and Kimball Electronics. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing strategic and tactical approaches, including option overlays and separately managed accounts, and supports its advice with AI-assisted research tools alongside human review.
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Finding advisors...
901 advisors near
46040
within the area shown on the map
Out of 400,000+ nationwide