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104 advisors near
47404
within the area shown on the map
Out of 400,000+ nationwide
Ana V
Series 66
Bloomington, IN
Raymond James & Associates
Ana Von Heimburg is a financial advisor at Raymond James & Associates with two years of industry experience. She previously worked at Edward Jones for nine years and Main Source Bank for two years. She holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services.
Marcus R
CFP®, Series 66
Spencer, IN
Edward Jones
Marcus Robinson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and operates out of Spencer, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Michael B
Series 66
Bloomington, IN
Edward Jones
Michael Bubalo is a financial advisor at Edward Jones in Bloomington, IN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.
Jenna Y
Series 66
Bloomington, IN
Robert Baird & Co.
Jenna Yandl is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has prior experience at Vista Investment Partners LLC and Indiana University. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research tools in its advisory work.
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Finding advisors...
104 advisors near
47404
within the area shown on the map
Out of 400,000+ nationwide