Indianapolis, IN E 82nd Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$234,452,819,935
ClientsTotal clients
455,837
AdvisorsAdvisors at this office
15
Of 4,147 advisors across 1,134 offices
Location
3755 E 82nd Street, Ste 40
Indianapolis IN 46240
Advisors at this office
15
Advisors at this office
Andrew B
Series 66
Indianapolis, IN
Wells Fargo Advisors
Andrew Baker is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 15 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2015 to 2025. He is also involved in managing his practice through Stratim Group, Inc. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels, serving a diverse client base through its extensive network of advisors.
Aaron A
Series 63, Series 66
Indianapolis, IN
Wells Fargo Advisors
Aaron Austin is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise, The Prudential Insurance Company of America, Charles Schwab, and Austin Financial Strategies. He is also an associate financial advisor involved in trading and research at Khepri Partners LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services like business-owner transition planning and divorce planning. The firm combines advisory services with multiple financial product offerings and referral channels.
Mason W
CFP®, Series 66
Indianapolis, IN
Wells Fargo Advisors
Mason Whitted is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. Prior to joining Wells Fargo Advisors, he worked at Ameriprise for three years and has experience in insurance and education roles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.
John E
Series 65, Series 63
Indianapolis, IN
Wells Fargo Advisors
John Elder is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at OneAmerica Securities and American United Life and served in roles at Butler University and Saint Anthony High School. He is also involved in non-variable insurance sales including fixed life and fixed annuities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing proprietary research and tools, with an advisory approach integrated with multiple financial product channels.
Benjamin H
Series 63, Series 65
Indianapolis, IN
Wells Fargo Advisors
Benjamin Hoeing is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Ameriprise and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory advice with other financial products and referral channels.
Branden C
Series 66
Indianapolis, IN
Wells Fargo Advisors
Branden Clayton is a financial advisor at Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 credential with two years of industry experience. His prior roles include positions at Ameriprise and Lincoln Financial Group, as well as work at Prairie Farms Dairy Inc. and Purdue University Fort Wayne. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.
Greggory K
CFP®, Series 63
Indianapolis, IN
Wells Fargo Advisors
Greggory Keele is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Advisors since 2025. He previously worked at Ameriprise Financial Services from 2005 to 2025. Outside of his advisory role, he is involved in divorce financial planning as a Certified Divorce Financial Analyst and serves on the board of the Damar Foundation, Inc. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to client needs and supported by firm research and tools.
Thomas R
Series 66
Indianapolis, IN
Wells Fargo Advisors
Thomas Russell is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for 20 years prior to joining Wells Fargo Advisors in 2025. Outside of advising, he has a business ownership role with Stratim Group, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, specializing in areas such as retirement, risk management, and business-owner transition planning. The firm combines advisory services with various financial products and offers tailored planning using its proprietary research and tools.
Kevin M
Series 63, Series 65
Indianapolis, IN
Wells Fargo Advisors
Kevin Mckay is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2012 to 2025. He serves on the Board of Directors for the Allen County Courthouse Preservation Trust. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services requiring specific advisor credentials.
Nicholas M
Series 63, Series 66
Indianapolis, IN
Wells Fargo Advisors
Nicholas Meyer is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He previously worked at Charles Schwab for 10 years and The Leaders Group Inc for 2 years. Outside of his advisory work, he is involved with Mack Financial as a Qualified Plan Administrator and in sales and investment-related activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of financial planning and investment services that include specialized planning for business owners, sports and entertainment professionals, and other niche areas. Advisors use Wells Fargo’s research and tools to develop tailored recommendations delivered through client meetings and summary letters.
Jeffrey Z
Series 66
Indianapolis, IN
Wells Fargo Advisors
Jeffrey Zenger is a Series 66 licensed financial advisor with Wells Fargo Advisors in Indianapolis, IN, bringing three years of industry experience. His prior roles include positions at Ameriprise, The Zacher Company, and The Bradley Company. Outside of financial advising, he coaches individual marathon runners through his remote coaching business, Run Free Training. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services that include cash-flow, retirement, education, and specialized planning areas. The firm combines tailored recommendations with various financial product offerings and planning tools to meet clients’ diverse needs.
Laura M
Series 66
Indianapolis, IN
Wells Fargo Advisors
Laura Mc Mahon is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding a Series 66 credential and 18 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2007 to 2025. Outside of her advisory work, she operates an online business showcasing and selling her artwork. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options tailored to clients who meet certain net-worth thresholds, using proprietary research and tools to develop customized recommendations.
Philip C
CFP®, Series 63, Series 66
Indianapolis, IN
Wells Fargo Advisors
Philip Christner is a CFP®-credentialed financial advisor with 19 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Christner also provides financial planning services through Khepri Partners, LLC, including Certified Divorce Financial Analyst (CDFA) work for Torchlight Resolutions. Wells Fargo Advisors serves individuals, trusts, and institutions, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with a focus on discrete planning engagements across various specialized areas.
Edward P
Series 63, Series 66
Indianapolis, IN
Wells Fargo Advisors
Edward Puglise is a financial advisor with Wells Fargo Advisors in Fort Wayne, Indiana, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services for 20 years. Outside of his advisory role, he serves on the Finance Committee of the United Way of DeKalb County and manages his practice through the Stratim Group, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.
Andre S
CFP®, Series 63, Series 66
Indianapolis, IN
Wells Fargo Advisors
Andre Smith is a CFP®-designated financial advisor with 13 years of industry experience, currently practicing at Wells Fargo Advisors in Indianapolis, IN. His career includes positions at Charles Schwab and Cetera, and he also serves as a parish council member for St George Orthodox Christian Church, where he helps set rules and policies and votes on decisions regarding church funds. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by Wells Fargo research and tools.
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