Terre Haute, IN Office

Team
Updated today
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&PARTNERS

Enterprise

Firm-wide stats for &PARTNERS

Total advisors

556

Across 189 offices

Clients per advisor

97 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

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

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy

Based on &PARTNERS

Occupation focus

Founder/Business Owner Executive Retired

Based on &PARTNERS

Location

4600 South Springhill Junction Street

Terre Haute IN 47802

Advisors at this office

4

Advisors at this office

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Michael H

Series 63, Series 66

Terre Haute, IN

&PARTNERS

Michael Hambrock is a financial advisor at &Partners with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing during his career. Outside of his advisory role, he teaches tennis at the Terre Haute Tennis and Pickleball Club. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Thomas K

Series 63, Series 65

Terre Haute, IN

&PARTNERS

Thomas Kirchner is a financial advisor with &Partners who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, spanning from 2011 to 2024. Outside of his advisory work, he serves as president of an LLC he co-manages with his wife that invests in real estate through syndicated opportunities. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with discretionary and non-discretionary account management supported by a range of analysis techniques and ongoing monitoring.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Brian C

Series 63, Series 65, Series 66

Terre Haute, IN

&PARTNERS

Brian Cain is a financial advisor at &Partners with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Cain serves on the Board of Directors and the Finance Committee for the Terre Haute Public Library. &Partners serves a diverse clientele including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and advisory services using a combination of proprietary and third-party strategies, with capabilities in municipal advisory and underwriting.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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David K

Series 66

Terre Haute, IN

&PARTNERS

David Kluger is a financial advisor at &Partners with nine years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, and Edward Jones. Outside of his advisory role, Kluger serves as a director of the Ouabache Land Conservancy, managing properties for wildlife habitat preservation, and is a board member of the Terre Haute Symphony Orchestra. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts using the Envestnet platform and NFS brokerage infrastructure.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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