Indianapolis, IN W. 96th St. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ausdal Financial Partners, Inc.
Multi-team
Firm-wide stats for Ausdal Financial Partners, Inc.
About
Ausdal Financial Partners serves individuals (including high‑net‑worth clients), trusts, estates, retirement plans, and business entities, overseeing roughly $3.73 billion for more than 16,000 clients through a large network of investment advisor representatives. The firm offers a broad set of services — advisor‑managed accounts (AMP), separately managed accounts (SMA), unified managed accounts (UMA), access to third‑party managers and TAMPs, retirement‑plan advisory, and financial planning — and also facilitates purchases of brokerage and insurance products.
Investment strategies are developed at the IAR level and tailored to each client’s objectives, risk tolerance, liquidity needs, and time horizon, with accounts managed on either a discretionary or non‑discretionary basis and available in wrap and non‑wrap formats. AFP uses multiple custodians (including Pershing, Charles Schwab & Co., and Axos), permits reasonable client‑imposed investment restrictions, and routinely integrates third‑party money managers and model portfolios into client solutions.
AFP’s brochure highlights several features that distinguish it from many multi‑team advisers: it remains dually registered as both a Securities and Exchange Commission‑registered investment adviser and a FINRA‑member broker‑dealer and continues to effect commissionable securities and insurance transactions, with Pershing serving as its clearing broker. The firm discloses revenue‑sharing and cash‑sweep arrangements (e.g., FundVest participation), brokerage‑related fees, and recruiting/transition support for IARs — including forgivable and no‑interest loans — all of which the firm identifies as potential conflicts of interest in its Form ADV disclosures.
Based on Ausdal Financial Partners, Inc.
Expertise
Based on Ausdal Financial Partners, Inc.
Location
1329 W. 96th St. #120 B
Indianapolis IN 46260
Advisors at this office
2
Advisors at this office
Julie W
Series 66
Indianapolis, IN
Ausdal Financial Partners, Inc.
Julie Wrin is a financial advisor with Ausdal Financial Partners, Inc. in Indianapolis, IN. She holds a Series 66 designation and has 15 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She has been with Ausdal Financial Partners since 2017. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a range of clients, including individuals, trusts, corporations, pension plans, and charitable organizations.
Andrew P
Series 66
Indianapolis, IN
Ausdal Financial Partners, Inc.
Andrew Parrish is a financial advisor at Ausdal Financial Partners, Inc. in Indianapolis, Indiana, holding a Series 66 license with 23 years of industry experience. He has been with Ausdal Financial Partners since 2012. Outside of his advisory work, Parrish creates outdoor recreation videos focused on backpacking, camping, and outdoor gear, which he shares on YouTube and Rumble. He also serves as treasurer for the Delta Tau Delta Housing Corporation and chairs the board of directors for the Beta Alpha Shelter of Delta Tau Delta Fraternity. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary investment strategies across various asset classes.
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