Indianapolis, IN River Road Office

Team
Updated today

Client AUM

$114,113,897,417

Clients

24,945

Advisors

4

Of 737 advisors across 93 offices

Location

9045 River Road, Suite 425

Indianapolis IN 46240

Advisors at this office

4

Advisors at this office

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Brooklyn B

Series 65

Indianapolis, IN

Cerity partners LLC

Brooklyn Brown is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, Brooklyn worked at Farrall Wealth Management and held positions at Family Express Corp., Indiana University RPS, Express Employment Professionals, and ACE Hardware. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized portfolios and diversified asset allocation.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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William H

CFA®

Indianapolis, IN

Cerity partners LLC

William Hyde is a CFA® charterholder based in Indianapolis, IN, currently serving as a financial advisor at Cerity Partners LLC. He has nearly a decade of experience in the financial industry, with prior roles at firms including Tilden Park Capital and Graphene Capital Management. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset-allocation, manager selection, and proprietary quantitative screening alongside third-party managers and individual securities to build client portfolios.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Bradon P

Series 65

Indianapolis, IN

Cerity partners LLC

Bradon Pullyblank is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cooperstown Distillery and Pizza Hut. Prior to his advisory career, he spent six years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Graham B

Series 65

Indianapolis, IN

Cerity partners LLC

Graham Bowen is a financial advisor at Cerity Partners LLC in Indianapolis, IN, holding a Series 65 credential with one year of industry experience. Prior to joining Cerity Partners, he worked at CertaSite, AuthentiCx, 938 Church, Cru, and West Chester University. Cerity Partners provides customized wealth management and related services to a broad national client base including individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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