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3 advisors near
47394
within the area shown on the map
Out of 400,000+ nationwide
Grant E
Series 66
Parker City, IN
True North Wealth
Grant Evans is a financial advisor with True North Wealth in Parker City, IN, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, which provides basketball and fitness training and consulting. True North Wealth serves individual clients and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting as a 3(21) fiduciary, and educational seminars. The firm employs an investment approach based on asset allocation and modern portfolio theory, combining passive and active investment vehicles and outside managers, and is notable for providing pension consulting and public education services as a single-advisor independent firm.
Kevin A
Series 63, Series 66
Winchester, IN
Edward Jones
Kevin Addington is a financial advisor with Edward Jones in Winchester, IN, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Raymond James Financial Services Advisors Inc. and MainSource Bank from 2015 to 2017. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.
Matthew H
Series 66
Farmland, IN
Edward Jones
Matthew Haney is a financial advisor at Edward Jones with 15 years of industry experience. He has held the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
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Finding advisors...
3 advisors near
47394
within the area shown on the map
Out of 400,000+ nationwide