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Advisor

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.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmCapital 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 passedSeries 65 (2015)
Firm size18 employees
Disclosures None reported
Websitewww.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).

What fee-only advisors charge in Indiana

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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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