Top active portfolio management financial advisors in Bloomington, IN

Hiu Ching Chan is a financial advisor at OSAIC with one year of industry experience and holds a Series 66 designation. Prior to joining OSAIC, Chan has been involved in piano teaching and performing for over a decade and currently performs as a pianist in an international ensemble. They also work part-time as a chef, cooking and delivering meals on weekends. OSAIC serves a diverse client base including individual and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm‑provided tools for asset allocation, risk assessment, and portfolio management across a range of investment products.

Bridget Baugh is a financial advisor with Cambridge Investment Research Advisors in Bloomington, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at Chiddister Financial Associates for 16 years and Thurston Springer Financial for one year. Baugh is also involved with Instinctive Financial LLC as an agent, indicating engagement in additional financial services ventures. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a variety of investment implementation options across multiple custody platforms and offers both proprietary and third-party model strategies.

Jeremy Jeffers is a financial advisor at &PARTNERS with two years of industry experience. He previously worked at Wells Fargo Advisors for three years and Old National Investments for ten years. Jeffers holds a Series 66 designation and is based in Bloomington, IN. &PARTNERS serves a diverse range of clients including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, retirement plan consulting, and investment banking, utilizing a mix of proprietary and third-party manager solutions through the Envestnet platform.

Matthew Krugman is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Wellington Investment Advisors in Bloomington, IN. He has three years of industry experience, including prior roles at LPL Financial, Csenge Advisory Group, and Lion Street Financial. Wellington Investment Advisors manages approximately $261.4 million for about 386 clients through a team of eight advisors. The firm offers discretionary and non-discretionary portfolio management and financial planning, tailoring investment strategies to clients' objectives and employing a variety of analytical methods and strategies.

Dennis Thacker is a financial advisor at Cfci with 16 years of industry experience and holds Series 63 and Series 65 licenses. He has been associated with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. since 2013 and Comprehensive Financial Consultants Institutional, Inc. since 2009. Beyond his advisory role, he teaches retirement and financial wellness classes. Cfci serves individual clients, including high-net-worth individuals, as well as pension and institutional clients by providing discretionary portfolio management, financial consulting, and pension consulting. The firm primarily uses model portfolios and third-party advisers in its investment approach, offering both ongoing asset management and stand-alone consulting services.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.