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5 advisors near
47944
within the area shown on the map
Out of 400,000+ nationwide
Mark E
Series 63, Series 65, Series 66
Fowler, IN
OSAIC Institutions, INC.
Mark Eberhart is a financial advisor at OSAIC Institutions, Inc. with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Edward Jones, Symetra, Voya Financial Partners, and Prudential Equity Group. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.
Courtney R
Series 66
Fowler, IN
OSAIC Institutions, INC.
Courtney Rooze is a Series 66 licensed financial advisor with eight years of industry experience, currently with OSAIC Institutions, Inc. since 2018. Prior to joining OSAIC, Rooze worked at Broker Dealer Financial Services and has concurrently been employed at Fowler State Bank since 2016, where she serves in banking roles including senior agricultural lender and director, with a future position as president/director beginning in 2026. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm operates a hybrid adviser/broker-dealer model and offers customized advisory services, financial planning, access to alternative investments, and lending solutions.
Morgan L
Series 66
Fowler, IN
Edward Jones
Morgan Lange is a financial advisor at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Broker Dealer Financial Services Corp. and Fowler State Bank. He 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 wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Bernard B
Series 63, Series 65
Kentland, IN
LPL Enterprise
Bernard Bouse is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 31 years. Bernard has also been affiliated with Prudential Insurance Company of America throughout his career. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.
Kendra A
Series 66
Kentland, IN
LPL Enterprise
Kendra Applegate is a Series 66-licensed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, she worked at Adkev Inc. for two years and held positions at General Motors and Purdue University. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
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Finding advisors...
5 advisors near
47944
within the area shown on the map
Out of 400,000+ nationwide