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31 advisors near
47597
within the area shown on the map
Out of 400,000+ nationwide
Darwin L
CFP®, ChFC®, Series 63, Series 66
Vincennes, IN
Lindsey Wealth Management
Darwin Lindsey is the principal of Lindsey Wealth Management, an independent registered investment adviser based in Vincennes, IN. He holds the CFP® and ChFC® designations and has 17 years of industry experience. Since founding Lindsey Wealth Management in 2014, he has also worked as an independent insurance agent offering life, disability, and long-term care insurance. Lindsey Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, and business entities. The firm emphasizes customized advice through one-on-one interviews and written investment policy statements, using diversified portfolios primarily composed of exchange-traded funds and model portfolios with tactical asset allocation and ongoing monitoring.
Brian B
Series 66
Vincennes, IN
KCPAG Financial Advisors LLC
Brian Bouillet is a financial advisor with KCPAG Financial Advisors LLC, holding a Series 66 credential and 18 years of industry experience. He has been with KCPAG and affiliated firms since 2008. Outside of his advisory role, he has been involved with Shaker Prairie Shop since 1987. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm operates across 27 offices with a team of 13 advisors and employs a mix of long- and short-term investment strategies alongside model-based and sub-advised solutions.
Kameron V
Series 65
Vincennes, IN
KCPAG Financial Advisors LLC
Kameron Vinsel is a financial advisor at KCPAG Financial Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm and its parent company, Kemper Capital Management, Kameron worked at Peoples State Bank of Newton for a total of nine years, including periods as a full-time student. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, managing approximately $22.5 million in discretionary assets. The firm offers tailored financial planning and portfolio management through a team of 13 advisors across 27 offices, utilizing both discretionary and non-discretionary strategies and collaborating with third-party program partners.
Clifford Y
ChFC®, Series 63, Series 66
Vincennes, IN
CWM, LLC
Clifford York is a ChFC® with 24 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has held roles at Cetera Advisor Networks LLC, Carson Wealth, and LPL Financial. Outside of advising, he serves on the marketing committee of the Knox County Development Corporation. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a large network of advisors. The firm manages discretionary accounts using model portfolios and combines multiple investment strategies and tools, including sub-advisors and alternative investments, with a focus on retirement plan and institutional services.
Thomas B
Series 66
Monroe City, IN
Empower Advisory Group
Thomas Barmes is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. He previously worked for US Balance/Awesome Wholesale for 11 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and offers both point-in-time financial plans and optional managed account solutions.
Steven B
Series 66
Vincennes, IN
Kestra Advisory
Steven Burkhart is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Kestra, he was involved with First City Wealth and operated a DJ service for several years. He has also contributed to community activities through his work with Helping His Hands. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm supports fiduciary roles and utilizes multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.
Andrew E
CFP®, Series 66
Vincennes, IN
Kestra Advisory
Andrew Ellermann is a CFP® with 20 years of industry experience, currently serving with Kestra Advisory. He has previously worked with LPL Financial, Old National Bank, and Cetera Investment Services. Outside of his advisory role, he serves on the boards of Helping His Hands, a faith-based charity, and the South Knox Education Foundation, which reviews grant and scholarship applications. Kestra Advisory Services provides investment advisory and retirement-plan consulting to both institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors, and supports a range of management platforms and third-party solutions.
Chloe R
Series 66
Washington, IN
Edward Jones
Chloe Riester is a financial advisor at Edward Jones with Series 66 credentials and approximately one year of industry experience. Prior to her current role, she worked at Washington Community Schools for one year and has spent a total of four years at Edward Jones including her current tenure. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.
David S
Series 63, Series 66
Vincennes, IN
Edward Jones
David Skinner is a financial advisor with Edward Jones in Vincennes, Indiana, holding Series 63 and Series 66 licenses and totaling 44 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1981. Outside of his advisory work, Skinner serves as president of the Vincennes School Building Corporation, overseeing bond financing and related financial decisions. 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 wrap fee strategies and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.
Eric B
CFP®, Series 63, Series 66
Washington, IN
Edward Jones
Eric Bassler is a financial advisor at Edward Jones with 26 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Outside of his advisory role, Bassler serves as a State Senator in Indiana, is a board member of the Heart of City organization and the Daviess Community Hospital Planning Committee, and sits on the advisory board of the Wabash Valley Correctional Facility. 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 options, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network alongside affiliated financial services.
Leslie F
Series 66
Vincennes, IN
Edward Jones
Leslie Funk is a financial advisor at Edward Jones with three years of industry experience. Prior to rejoining Edward Jones in 2023, Leslie worked there from 2017 to 2023 and held positions at Boyd & Company and First Financial Bank. Leslie holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.
Troy S
CFP®, Series 63, Series 65
Washington, IN
OSAIC
Troy Stoll is a CFP® professional with 27 years of industry experience, currently advising at OSAIC since 2024. His previous roles include positions at Woodbury Financial Services Inc and National Planning Corporation. Outside of his advisory work, he serves as treasurer and a board member for Sandborn First Christian Church and operates a sole proprietorship providing bookkeeping and financial statement preparation. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage, advisory, and retirement consulting services. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary account management through a broad network of affiliated advisers and third-party platforms.
Tyler V
CFP®, Series 66
Vincennes, IN
Edward Jones
Tyler Vieke is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.
Jack S
Series 66
Vincennes, IN
Edward Jones
Jack Skinner is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Sarah B
Series 63, Series 66
Washington, IN
Edward Jones
Sarah Browning is a financial advisor with Edward Jones in Washington, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Edward Jones since 2001. Browning is also the owner of an Edward Jones office building in Washington, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branch offices.
Grant S
Series 63, Series 66
Washington, IN
Edward Jones
Grant Stafford is a financial advisor with Edward Jones in Washington, Indiana, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Graber Post Buildings and Fastenal Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of around 23,701 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and providing affiliated mutual funds, tax-efficient services, and securities-based lending options.
Alex K
Series 66
Washington, IN
LPL Financial
Alex Knepp is a financial advisor with LPL Financial in Washington, Indiana, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2009 and also works with German American Bank, where he has been since 2002. He serves on the Barr-Reeve School Board as a nonprofit board member. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by advanced operational and research tools.
Nathan R
Series 66
Washington, IN
LPL Financial
Nathan Raber is a financial advisor with LPL Financial in Washington, IN, holding the Series 66 credential and having one year of industry experience. Prior to joining LPL Financial, he worked at German American Bancorp and has experience in education with multiple school corporations and Indiana Wesleyan University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.
Kristin M
CFP®, Series 66
Washington, IN
Edward Jones
Kristin Miles is a CFP®-certified financial advisor with Edward Jones, based in Washington, IN, and has four years of industry experience. Prior to joining Edward Jones in 2021, she worked at AES Corporation for nine years. She serves as a board member for both Daviess Community Hospital and the Daviess County Alcoholic Beverage Commission. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.
John T
ChFC®, Series 63
Vincennes, IN
LPL Enterprise
John Thomas is a financial advisor with LPL Enterprise holding a ChFC® designation and Series 63 license, with 38 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC for over three decades. Outside of advisory work, he is involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically implements investment strategies through model portfolios and offers access to third-party asset managers and financial planning services.
Susan S
Series 66
Vincennes, IN
Edward Jones
Susan Skinner is a financial advisor at Edward Jones in Vincennes, IN, holding a Series 66 designation and with five years of industry experience. Her prior roles include work at Pure Barre and the University of Missouri International Trade Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed accounts, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains one of the largest retail advisor and branch networks in the industry.
Richard D
Series 63
Vincennes, IN
Ameriprise
Richard Dobbyn is a financial advisor with Ameriprise in Wheatland, Indiana, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a farm that rents land for corn, soybean, and wheat sharecropping. Ameriprise offers a retirement-income planning service designed for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Dirk Y
PFS™, Series 63, Series 66
Vincennes, IN
Cetera
Dirk Yoder is a financial advisor with Cetera, holding a PFS™ designation and Series 63 and 66 licenses, with 28 years of industry experience. He has been with Cetera since 2008 and also operates a CPA firm, DIRK A. YODER, CPA, which he has owned since 1983. Additionally, he works as an insurance agent providing fixed insurance products, including health and Medicare supplement referrals. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Kendall V
Series 66
Vincennes, IN
Edward Jones
Kendall Vieke is a financial advisor at Edward Jones in Vincennes, IN, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2016, with a brief period at the Country Club of Old Vincennes in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Timothy V
Series 63
Vincennes, IN
Edward Jones
Timothy Vieke is a financial advisor with Edward Jones in Vincennes, Indiana, holding a Series 63 designation and 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, he is a member of Cypress Hills Golf Club LLC, a golf course business in Vincennes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and maintains one of the largest retail advisor and branch networks in the industry.
Tara P
ChFC®, Series 66
Washington, IN
Edward Jones
Tara Parsons is a financial advisor with Edward Jones in Washington, IN, holding a ChFC® designation and a Series 66 license. She has 19 years of industry experience and has been with Edward Jones since 2009. Outside of her advisory work, she is involved in managing rental property through LLCs. 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.
Scott C
Series 66
Washington, IN
Edward Jones
Scott Cordova is a financial advisor with Edward Jones in Washington, Indiana, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as an offensive line football coach for Washington Community Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including wrap fee programs and separately managed accounts, and is notable for its large nationwide advisor network and affiliated financial services beyond traditional advisory offerings.
Douglas B
Series 66
Washington, IN
Edward Jones
Douglas Bubalo is a financial advisor at Edward Jones with 15 years of industry experience. He holds a 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, 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.
Dana W
Series 63, Series 65
Vincennes, IN
Edward Jones
Dana Worland is a financial advisor with Edward Jones in Vincennes, Indiana, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of over 23,700 financial advisors across 15,000+ branches nationwide.
Thomas W
Series 66
Petersburg, IN
Edward Jones
Thomas Willis is a financial advisor with Edward Jones in Petersburg, IN, holding a Series 66 license and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Willis is involved in family business activities including management roles in real estate and farming entities. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, investment products, and affiliated services through a large nationwide network of financial advisors and branch offices.
George A
CFP®, Series 66
Vincennes, IN
Edward Jones
George Ansloan is a Certified Financial Planner® (CFP®) with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his financial advisory role, Ansloan works as a music DJ in Evansville, Indiana. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
31 advisors near
47597
within the area shown on the map
Out of 400,000+ nationwide