Valparaiso, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$12,042,178,550
ClientsTotal clients
4,778
AdvisorsAdvisors at this office
2
Of 92 advisors across 22 offices
Location
260 Franklin Street
Valparaiso IN 46383
Advisors at this office
2
Advisors at this office
Andrew D
Series 66
Valparaiso, IN
Northrock Partners, LLC
Andrew Dunbar is a financial advisor at NorthRock Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined total of 12 years. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm takes a tailored, holistic investment approach that incorporates diversified asset allocation, private market investments, and the use of AI tools to support tax-aware investing and risk assessment.
Brock R
CFP®, Series 66
Valparaiso, IN
Northrock Partners, LLC
Brock Riggi is a CFP® with 12 years of experience in the financial industry. He is currently with NorthRock Partners, LLC and previously worked at Ameriprise and Ameriprise Financial Services, Inc. He serves on the Finance Committee Board of the Methodist Church of Coal City and coaches high school basketball at Coal City High School. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and the use of independent managers, incorporating private market allocations and technology-assisted portfolio management.
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