Indianapolis, IN North Pennsylvania St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$245,376,655,958
ClientsTotal clients
801,652
AdvisorsAdvisors at this office
3
Of 10,209 advisors across 5,116 offices
Location
211 North Pennsylvania St, 1st Floor
Indianapolis IN 46204
Advisors at this office
3
Advisors at this office
Todd C
Series 66
Indianapolis, IN
Cetera
Todd Camden is a financial advisor with Cetera in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. He has previously worked at Merrill and Empower Financial Services, among other firms. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.
Kevin O
Series 66
Indianapolis, IN
Cetera
Kevin O'Connell is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2021, with prior experience at Fifth Third Bank and Regions Bank, where he also serves as a wealth advisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.
John M
Series 66, Series 63
Indianapolis, IN
Cetera
John Meyer is a financial advisor with Cetera in Indianapolis, IN, holding Series 66 and Series 63 credentials and 13 years of industry experience. He has previously worked at J.P. Morgan Securities and JPMorgan Chase NA. Outside of his advisory role, Meyer serves as the board president of Riley Cheer Guild, where he helps run meetings and promote the organization. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and oversight.
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