Top financial advisors in Indiana
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in Indiana means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular situation.
- Match on the actual work. Ask what a typical day looks like for the advisor and whether they have experience with your financial goals, like retirement planning or investment management.
- Fee model fit. Understand how the advisor charges—whether it's a flat fee, a percentage of assets managed, or hourly rates—and consider which aligns best with your preferences.
- Tax planning approach. Indiana has a flat state income tax and generally lower living costs, so confirm the advisor’s tax strategies reflect this context.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave; if part of a team, find out who else would manage your account if needed.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Amanda S
Series 66
Ft. Wayne, IN
Raymond James & Associates
Amanda Scheele is equipped to support financial advisors in Indiana with 15 years of experience and specialties in general retirement planning and wealth management. Operating within the large firm Raymond James & Associates, she offers flat-fee and hourly fee structures, providing flexibility compared to advisors with percentage-based fees, and serves a diverse client base including individuals and corporate entities.
Experience: 15 years
Avg account: $788,879
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Kurt S
Series 63, Series 65
Kokomo, IN
Creative Financial Designs, Inc.
Kurt Supe's extensive 26 years of experience and focus on tax planning and insurance make him well-suited for clients seeking financial advisors in Indiana. Operating independently at Creative Financial Designs, he offers flexible fee structures including asset-based, hourly, and retainer options, and specializes in ESG investing and faith-based strategies, distinguishing him from other advisors in the region.
Experience: 26 years
Avg account: $275,989
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Drew S
Series 66
Indianapolis, IN
J.P. Morgan Securities
Drew Schmitz is equipped to support financial advisors in Indiana with his focus on wealth management and experience serving executives and business owners, aligning well with clients seeking tailored strategies. His affiliation with J.P. Morgan Securities, a large firm offering institutional consulting and comprehensive investment services, combined with a 0.30% annual AUM fee, distinguishes him from advisors at smaller firms or with different fee models.
Experience: 5 years
Avg account: $318,381
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Linda O
Series 65, Series 63
Evansville, IN
Raymond James Financial
Linda Oeth offers expertise in retirement and business succession planning, making her well-suited for clients seeking comprehensive financial guidance in Indiana. With 28 years of experience at Raymond James Financial, a large firm known for advisory and implementation-support services, she provides flat-fee and hourly fee options, catering to a diverse client base including business owners and retirees.
Experience: 28 years
Avg account: $700,796
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Carey Y
Series 63, Series 65
Crown Point, IN
Equity Services, inc.
Carey Yukich is well-equipped to assist with financial planning and investment management in Indiana, leveraging 24 years of experience and specialties including options strategies and retirement plans for business owners. Operating within Equity Services, Inc., a large firm offering flat-fee and asset-based fee structures, he provides a blend of proprietary and third-party investment platforms, distinguishing him from advisors who may work solo or with smaller firms.
Experience: 25 years
Avg account: $221,971
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