Indianapolis, IN North Pennsylvania Street Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

7

Of 5,810 advisors across 937 offices

Location

421 North Pennsylvania Street, Suite 201

Indianapolis IN 46204

Advisors at this office

7

Advisors at this office

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Kristin P

Series 66

Indianapolis, IN

Raymond James & Associates

Kristin Popovic is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and previously worked for UBS Financial Services, Inc. for 10 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Matthew K

Series 66

Indianapolis, IN

Raymond James & Associates

Matthew Koehling is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers a range of financial planning, consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Brandi G

Series 66

Indianapolis, IN

Raymond James & Associates

Brandi Greenleaf Barnes is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2021. Prior to her advisory role, she spent five years with the Crohn's & Colitis Foundation. Barnes is also an author contributing to the VIP Center for Business Women. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, employing diverse portfolio management styles supported by extensive research and a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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John R

Series 63, Series 65

Indianapolis, IN

Raymond James & Associates

John Reuter Jr. is a financial advisor with Raymond James & Associates in Indianapolis, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, and charitable organizations—and offers financial planning and consulting through various programs, emphasizing non-discretionary relationships and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Craig R

Series 66

Indianapolis, IN

Raymond James & Associates

Craig Reed is a financial advisor with Raymond James & Associates in Indianapolis, IN, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2000. Outside of his advisory role, Reed serves as Vice President and Chair of the Board at Greenwood Christian Academy, where he is also a member of the finance and investment committees. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Linda N

Series 66

Indianapolis, IN

Raymond James & Associates

Linda Nolting is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James since 2009 and also serves as an officer and secretary at Advanced Property Management, Inc., a business she has been involved with since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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John R

Series 66

Indianapolis, IN

Raymond James & Associates

John Reuter III is a financial advisor with Raymond James & Associates in Indianapolis, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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