Brookville, IN Office
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Stonex Advisors Inc.
Multi-team
Firm-wide stats for Stonex Advisors Inc.
About
StoneX Advisors Inc. serves individuals (including high‑net‑worth clients), corporations, retirement plans and charitable organizations, providing discretionary and non‑discretionary portfolio management, financial planning, ERISA plan consulting, annuity allocation and related consulting services. The firm delivers these services through a mix of independent Financial Advisors and an in‑house Private Client Group, and supports multiple account structures and model-based solutions.
The firm implements strategies through advisor‑managed portfolios, proprietary StoneX Model Solutions and StoneX Select Managers, as well as third‑party money managers (TPMMs), using platforms such as Envestnet, Advyzon and Pontera for portfolio implementation, overlays and tax‑aware services. Clients may impose reasonable investment restrictions, and StoneX conducts periodic reviews and due diligence on TPMMs, models and advisory accounts.
Notable among enterprise peers, StoneX operates as part of StoneX Group and its affiliates include a broker‑dealer and a registered futures commission merchant (SFI), which provides integrated clearing, custody, sweep and lending capabilities and can affect execution, operational workflows and revenue flows. The firm also supports a large network of advisor DBAs and various sub‑advisory and promoter arrangements, which can lead to different implementation pathways, platform charges and disclosed conflicts of interest described in its Form ADV.
Based on Stonex Advisors Inc.
Location
601 Main Street
Brookville IN 47012
Advisors at this office
2
Advisors at this office
Brad T
Series 63
Brookville, IN
Stonex Advisors Inc.
Brad Tebbe is a financial advisor with StoneX Advisors Inc. in Brookville, IN, holding a Series 63 credential and having 29 years of industry experience. Prior to joining StoneX Advisors in 2015, he worked at WRP Investments, Inc. and Fiducial Investment Advisors, Inc. Outside of financial services, he is involved in various business ventures including ownership and management roles in liquor stores, a CPA firm, and a retail pharmacy, as well as serving as a bank director and board member of a golf course. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a combination of independent advisors and an in-house Private Client Group, offering diversified investment strategies through proprietary models and third-party money managers.
Katharine B
Series 66
Brookville, IN
Stonex Advisors Inc.
Katharine Burger is a Series 66 licensed financial advisor with StoneX Advisors Inc., where she has worked since 2017. She has 10 years of industry experience and is based in Brookville, Indiana. Outside of her advisory role, she serves as a nominating committee member for Farm Credit Mid-America, participating in the identification of candidates for board positions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement strategies across various account structures.
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