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68 advisors near
46755
within the area shown on the map
Out of 400,000+ nationwide
Duane S
Series 66
Garrett, IN
Edward Jones
Duane Schuman is a financial advisor with Edward Jones in Garrett, Indiana, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Benjamin M
Series 66
Auburn, IN
Edward Jones
Benjamin Mc Bride is a financial advisor with Edward Jones in Auburn, IN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.
Eric B
Series 66
Auburn, IN
Edward Jones
Eric Bowser is a financial advisor at Edward Jones in Auburn, IN, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Nucor for 17 years. He serves as Finance Lead at Pine Hills Auburn Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.
Dalton S
Series 66
Kendallville, IN
LPL Enterprise
Dalton Smith is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and previously worked at Bankers Life Advisory Services, Inc. and Thrivent Investment Management Inc. In addition to his advisory role, he works as an insurance agent selling Medicare, life, and extended care insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, and third-party asset management, combining advisor programs with active sales of various financial products, including insurance.
Jessica S
Series 66
Auburn, IN
Edward Jones
Jessica Stephenson is a financial advisor at Edward Jones in Auburn, Indiana, with three years of industry experience. She previously worked at 1st Source Bank for eight years before joining Edward Jones in 2023. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee models, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Shannon C
Series 63, Series 66
Auburn, IN
Edward Jones
Shannon Clifton is a financial advisor at Edward Jones in Auburn, Indiana, with 15 years of industry experience. Clifton has held roles at Edward Jones since 2017, with additional experience at The Prudential Insurance Company of America and Garrett State Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jeffrey C
CFP®, CFA®, Series 66
Kendallville, IN
Edward Jones
Jeffrey Crawford is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Vector Financial Consulting LLC for two years and has been involved with Dr. Scratch Vinyl N Tape LLC since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with nationwide coverage through more than 23,700 advisors.
Nicholas S
Series 63, Series 65
Auburn, IN
OSAIC
Nicholas Scheumann is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and SII Investments, Inc. Scheumann serves as a Board of Works member for the City of Auburn, an appointed municipal position overseeing procedural compliance for city purchases. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.
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Finding advisors...
68 advisors near
46755
within the area shown on the map
Out of 400,000+ nationwide