Jared Wickes
Capital Advisor Network · Lafayette, Indiana
Jared Wickes is a fee-only financial advisor at Capital Advisor Network in Lafayette, Indiana. Capital Advisor Network reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Capital Advisor Network |
|---|---|
| Based in | Lafayette, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $124.5M across 1,261 accounts |
| SEC registration | Investment adviser representative in IN, VA · CRD 4468598 |
| Exams passed | Series 65 (2015) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.moerdykfinancial.com |
How Jared's firm compares
- Capital Advisor Network's average account is about $99,000, from its Form ADV (assets managed divided by 1,261 accounts).
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Questions about Jared
Is Jared Wickes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Capital Advisor Network reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jared charge for financial advice?
Jared's firm, Capital Advisor Network, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jared Wickes based?
Jared Wickes is based in Lafayette, Indiana.
Is Jared Wickes registered with the SEC?
Yes. Jared Wickes is registered as an investment adviser representative in IN and VA (CRD 4468598), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Advisor Network manage?
Capital Advisor Network reports $124.5M across 1,261 accounts in assets under management.
How do I contact Jared Wickes?
Through Jared's website, www.moerdykfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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