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14 advisors near
47579
within the area shown on the map
Out of 400,000+ nationwide
Cory W
Series 66, Series 63
Santa Claus, IN
Eagle Strategies (NY Life)
Cory Wahl is a financial advisor with Eagle Strategies (NY Life) holding Series 66 and Series 63 designations and has three years of industry experience. He has worked at Eagle Strategies, Wahl Financial LLC, NYLIFE Securities LLC, and New York Life Insurance Company since 2022. Prior to his financial services career, he spent seven years in academia at the University of Missouri-St. Louis and Texas A&M University-Corpus Christi. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and fiduciary responsibilities, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Jonathan S
Series 63, Series 66
Tell City, IN
Edward Jones
Jonathan Scheer is a financial advisor with Edward Jones in Tell City, IN, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory role, he serves as a trustee at Emmanuel Lutheran Church in Tell City. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.
Trennis X
ChFC®, Series 66
Santa Claus, IN
Edward Jones
Trennis Xanders II is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2013. 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, affiliated mutual funds, and overlay services, supported by a large national network of advisors and branch offices.
Seth W
Series 66
Santa Claus, IN
Raymond James Financial
Seth Windell is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 66 designation and has served on the Santa Claus Town Council for 10 years. He has been affiliated with Raymond James Financial and its related entities since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Evan D
Series 63, Series 65
Ferdinand, IN
OSAIC
Evan Daunhauer is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Royal Alliance Associates, Inc. since 2018 and previously with Jhfn Sii for six years. Daunhauer is involved in community activities, serving as Co-Chair of Ferdinand Heimatfest, a charitable festival planning committee, and as a board member of the Dubois County Community Foundation. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk assessments, and a variety of investment vehicles to construct portfolios tailored to client needs.
Piper L
Series 66
Holland, IN
LPL Enterprise
Piper Lange is a financial advisor at LPL Enterprise with the Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, Piper held positions at Springs Valley Bank & Trust and Austin Peay State University, among other roles across various sectors. They are also engaged in non-variable insurance activities. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.
Michael B
CFP®, Series 63, Series 66
Ferdinand, IN
Edward Jones
Michael Blume is a CFP® professional with 21 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Ferdinand, IN. Outside of his advisory role, he is an owner of a rental property business, M & S B Holdings, LLC, in Jasper, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of advisory and investment options, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.
Katherine S
Series 66
Santa Claus, IN
Raymond James Financial
Katherine Sigler is a financial advisor with Raymond James Financial in Santa Claus, Indiana, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, she worked in the hospitality and office sectors. Sigler also works as an independent contractor with Windell Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Mallory C
Series 66
Tell City, IN
Edward Jones
Mallory Cochenour is a financial advisor at Edward Jones in Tell City, Indiana, holding a Series 66 designation with 11 years of industry experience. She 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 manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.
Mitchell P
Series 66
Ferdinand, IN
Edward Jones
Mitchell Patton is a financial advisor with Edward Jones in Ferdinand, IN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Rental Car from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Emily W
Series 63, Series 65
Tell City, IN
OSAIC
Emily Winter is a financial advisor at OSAIC with 18 years of industry experience. She previously worked for Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Winter serves as a board member of the And-Tro Water Authority, a nonprofit organization focused on rural community water expansion. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms.
John H
CFP®, Series 66
St. Meinrad, IN
OSAIC
John Hoch is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Osaic. He previously spent 21 years with Lincoln Financial Advisors Corp. Outside of advisory work, he provides accident and health insurance, disability, fixed annuity, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using tools like risk-tolerance questionnaires and efficient-frontier analysis to construct portfolios across various asset classes.
Brandon G
Series 66, Series 63
Tell City, IN
Edward Jones
Brandon Gaynor is a financial advisor at Edward Jones with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fifth Third Securities, Fifth Third Bank, S&S Seating, Eagles Wings Zipline, and the University of Southern Indiana. Gaynor serves on the Finance Council at Saint Isidore the Farmer Catholic Church, where he participates in setting the annual budget and approving extraordinary expenses. 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, including discretionary and non-discretionary strategies, and provides services such as tax-efficient solutions and securities-based lending through a nationwide network of financial advisors.
Kelly M
Series 66
St. Meinrad, IN
OSAIC
Kelly Malone is a financial advisor at Osaic Wealth, Inc. with 14 years of industry experience. She holds a Series 66 designation and previously spent 10 years with Lincoln Financial Advisors. Outside of her advisory role, Malone serves as a football official for the Indiana High School Athletic Association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm employs a variety of investment tools and offers integrated brokerage and advisory services along with access to third-party money managers and managed account solutions.
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Finding advisors...
14 advisors near
47579
within the area shown on the map
Out of 400,000+ nationwide