Bloomington, IN Office
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&PARTNERS
Enterprise
Firm-wide stats for &PARTNERS
About
&Partners serves a broad mix of individual and institutional clients, including high‑net‑worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses and corporations. The firm provides investment management, financial and tax planning, ERISA 3(21) consulting, retirement‑plan participant discretionary management and brokerage services under its dual registration as a registered investment adviser and a broker‑dealer.
Investment management is offered on discretionary and non‑discretionary bases using the Envestnet portfolio platform and NFS brokerage infrastructure, and accounts may be managed directly by an &Partners financial advisor or by third‑party managers selected through the firm’s due‑diligence processes. The firm uses a mix of fundamental, technical and quantitative analysis, model portfolios and both proprietary and third‑party strategies, with ongoing monitoring and periodic account reviews.
Distinctive features disclosed in the brochure include &Partners’ registration as a municipal advisor and its capacity to act in underwriting and municipal advisory roles, the firm’s continued use of transaction‑based compensation and occasional principal trades in addition to advisory fees, and the availability of subscription research products such as a paid weekly market commentary. The firm has also expanded third‑party advisory earnings arrangements—under which some financial advisors share a portion of their advisory revenues with a third party in exchange for an equity interest—and many financial advisors are indirect owners of the holding company, arrangements the firm identifies and supervises in its disclosures.
Based on &PARTNERS
Expertise
Based on &PARTNERS
Location
101 W Kirkwood Ave, Ste 224
Bloomington IN 47404
Advisors at this office
3
Advisors at this office
Jeremy J
Series 66
Bloomington, IN
&PARTNERS
Jeremy Jeffers is a Series 66-licensed financial advisor with two years of industry experience. He is currently with &PARTNERS and previously worked at Wells Fargo Advisors for three years and Old National Investments for ten years. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, using a mix of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.
Bailey D
Series 66
Bloomington, IN
&PARTNERS
Bailey De Mier is a financial advisor at &PARTNERS with a Series 66 designation and no prior industry experience. Before joining &PARTNERS, De Mier worked with Teders & Quackenbush Wealth Management Group and has a background that includes roles in education and retail. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and municipal advisory services using a combination of proprietary and third-party strategies with ongoing portfolio monitoring.
Chad T
CFP®, Series 63, Series 65
Bloomington, IN
&PARTNERS
Chad Teders is a financial advisor at &Partners with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining &Partners in 2025, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2011 to 2025. Teders serves as finance committee chair for Clear Creek Christian School Board in Bloomington, IN. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting through discretionary and non-discretionary portfolios using a mix of proprietary and third-party strategies.
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