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170 advisors near
47601
within the area shown on the map
Out of 400,000+ nationwide
Nicholas B
Series 66
Evansville, IN
Edward Jones
Nicholas Brazel is a financial advisor at Edward Jones in Evansville, IN, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he worked at Kenny Kent Toyota for 26 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.
Blake P
Series 63, Series 65
Evansville, IN
Ameriprise
Blake Pressler is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at W&S Brokerage Services and Western & Southern Life. Before his financial services career, he was employed at Goodwill and the University of Southern Indiana. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports.
Meredith C
Series 63, Series 65
Evansville, IN
Merrill
Meredith Connors is a financial advisor with Merrill in Evansville, IN, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. She has been with Merrill since 2014 and has also worked at Bank of America, N.A. Aside from her advisory role, she is a general partner and managing member of Starfish Cove LLC, a company owning and maintaining vacation property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.
Terry M
Series 63, Series 65
Newburgh, IN
Wells Fargo Advisors
Terry Mccollam is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC from 2009 to 2016. 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 uses proprietary research and planning tools to develop tailored recommendations for clients.
Melissa K
CFP®, Series 66
Evansville, IN
Edward Jones
Melissa Khan is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She is based in Evansville, IN, and holds the Series 66 designation. Khan is a board member of the YWCA Evansville, where she assists with fundraising and raising awareness for the organization's mission. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Cora D
Series 66
Evansville, IN
OSAIC
Cora Dawson is a Series 66-licensed financial advisor at OSAIC with six years of industry experience. She previously worked at Gary A. May (May Financial Services) and Evansville State Bank. Before her career in finance, she spent eight years teaching at the middle and high school levels. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms.
Nikki M
Series 63, Series 65
Evansville, IN
Ameriprise
Nikki Moore is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Ameriprise since 2026 and previously served at LPL Financial and Cuna Brokerage Services. Moore also holds a leadership role at Liberty Federal Credit Union as Vice President and Wealth Advisor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.
Gabriel M
Series 66
Evansville, IN
Raymond James & Associates
Gabriel Mc Farland is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Raymond James, he worked at Independence Bank for three years and has experience in educational roles at Transylvania University and Owensboro Catholic High School. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Arium D
Series 66
Evansville, IN
LPL Financial
Arium Devine is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2017 and has been affiliated with Old National Bank since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.
David H
Series 63, Series 65
Evansville, IN
OSAIC
David Henze is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked for Lincoln Financial Advisors for 23 years before joining OSAIC in 2025. In addition to his advisory role, Henze offers various insurance products including disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.
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Finding advisors...
170 advisors near
47601
within the area shown on the map
Out of 400,000+ nationwide