Indianapolis, IN N Meridian Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$332,442,429
ClientsTotal clients
397
AdvisorsAdvisors at this office
2
Of 5 advisors across 2 offices
Location
320 N Meridian Street, Suite #828
Indianapolis IN 46204
Advisors at this office
2
Advisors at this office
Robert C
CFP®, Series 65
Indianapolis, IN
Curry Webb Wealth Management LLC
Robert Curry is a CFP® and holds a Series 65 designation with 20 years of industry experience. He has been affiliated with ARGI Investment Services since 2012. He is based in Indianapolis, IN and is part of the five-advisor team at Curry Webb Wealth Management LLC. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm emphasizes diversified asset allocation using mutual funds and ETFs, with an Investment Committee that meets biweekly to review positions and ideas.
David S
Series 63, Series 65
Indianapolis, IN
Curry Webb Wealth Management LLC
David Stitt is a financial advisor at Curry Webb Wealth Management LLC in Indianapolis, IN, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Ameriprise Financial Services, Fifth Third Securities, Guardian Life Insurance Company, and Angie's List. Curry Webb Wealth Management provides customized financial planning and discretionary investment management primarily to individual investors and trusts. The firm emphasizes diversified asset allocation using mutual funds and ETFs, with financial planning integrated into advisory services and oversight by a biweekly Investment Committee.
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