Lafayette, IN logo

Lafayette, IN Office

Team
Updated today
Capital Advisor Network logo

Capital Advisor Network

Team

Firm-wide stats for Capital Advisor Network

Total advisors

8

Across 4 offices

Clients per advisor

113 Very High

Avg AUM per client

$135,281 Very Low

HNW client ratio

7% Very Low

About

Capital Advisor Network serves a broad client base that includes individual and high-net-worth investors, institutions, charitable organizations, trusts, and employer-sponsored retirement plans. The firm provides investment and wealth management on both discretionary and non-discretionary bases, financial planning and consulting, retirement plan advisory (including ERISA 3(21) and 3(38) services), and introductions to private investment opportunities.

CAN’s investment process emphasizes data analytics and algorithmic signal providers, employing a tactical approach to asset allocation across ETFs, mutual funds, individual equities, fixed income and other instruments, with ongoing monitoring and rebalancing. The firm also uses third‑party money managers for certain mandates and accommodates client-imposed investment restrictions and non-discretionary arrangements.

Noteworthy aspects include a seven-office footprint supporting an eight-advisor team managing roughly $124 million in assets—a multi-office structure that is uncommon for firms of this size. The brochure also discloses that some supervised persons are licensed insurance agents and that certain management personnel provide or refer tax-mitigation consulting services, and it notes the firm introduces private investments without receiving issuer compensation; these affiliations and practices are disclosed as potential conflicts for prospective clients to consider.

Based on Capital Advisor Network

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management

Based on Capital Advisor Network

Occupation focus

Founder/Business Owner Executive

Based on Capital Advisor Network

Location

925 Mezzanine Drive, Suite C

Lafayette IN 47905

Advisors at this office

3

Advisors at this office

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Jared W

Series 65

Lafayette, IN

Capital Advisor Network

Jared Wickes is a financial advisor with Capital Advisor Network in Lafayette, IN, holding a Series 65 registration and bringing 11 years of industry experience. His work history includes roles at CAN Wealth Management, Kennedy Wealth Group, Center Street Advisors, Inc., and Brookstone Capital Management. Outside of his advisory work, Mr. Wickes is involved with Appalachian Strategy Group, LLC, a consulting firm specializing in AI technologies and project management, through which he may assist in tax equity and planning services and refer clients to a law firm. Capital Advisor Network serves a diverse client base that includes individuals, high-net-worth investors, institutions, charitable organizations, trusts, and retirement plans. The firm employs a tactical investment approach that integrates data analytics and algorithmic signals across various asset classes, offering both discretionary and non-discretionary wealth management and financial planning services.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Fred B

Series 63, Series 65

Lafayette, IN

Capital Advisor Network

Fred Brockman is a financial advisor at Capital Advisor Network with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Advisor Network since 2020. In addition to his advisory role, he operates Brockman Realty/Auction, a real estate sales and auction business he has owned since 1990. Capital Advisor Network serves a diverse client base including individuals, institutions, trusts, and retirement plans, offering investment and wealth management along with financial planning and consulting. The firm uses a data-driven, tactical investment approach and supports a multi-office team managing approximately $124 million in assets.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Peter J

Series 63, Series 65

Lafayette, IN

Capital Advisor Network

Peter Johnson is a financial advisor with Capital Advisor Network in Lafayette, IN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at CAN Wealth Management, Kennedy Wealth Group, Brookstone Capital Management, and Center Street Advisors. Outside of advisory services, he is involved with Appalachian Strategy Group, a consulting firm focused on AI-driven information and relationship management, and participates in tax equity and planning services with client referrals to a law firm. Capital Advisor Network is a six-advisor team managing approximately $99.5 million in assets across over 1,150 client relationships. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services, emphasizing data-driven, algorithmic investment strategies and tactical asset allocation.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
View complete list of advisors at this office
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