Indianapolis, IN Otis Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
2
Of 22,716 advisors across 10,432 offices
Location
9165 Otis Ave, Suite # 214
Indianapolis IN 46216
Advisors at this office
2
Advisors at this office
Robert B
ChFC®, Series 63, Series 65
Indianapolis, IN
LPL Financial
Robert Berger is a financial advisor with LPL Financial in Indianapolis, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and previously worked with Money Concepts Capital Corp for over a decade. Berger also conducts non-investment-related seminars through Benefit Planning Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing various portfolio management strategies and technology tools.
Benjamin S
Series 63, Series 65
Indianapolis, IN
LPL Financial
Benjamin Strope is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial, he has held roles at Money Concepts, Ben Eades State Farm, Hertz Rental Car, Instacart, and BJs Warehouse. He conducts educational seminars through Benefit Planning Inc. in addition to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.
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