W Wellspent
Wellspent public graph/Find by/Advisors for $1 million to $3 million/Indiana

Advisors for $1 million to $3 million in Indiana

All 77 advisors

Advisors for $1 million to $3 million in Indiana: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
John Claybon 1834 Investment Advisors Evansville CFA Percentage of assets, Fixed fees
Michael Axel AMI Investment Management Kendallville CFA Percentage of assets, Hourly
Alan Kovalsky Wallington Asset Management Indianapolis Not listed Percentage of assets, Hourly
Bryant Voeson Walter Keenan Wealth Management South Bend Not listed Percentage of assets, Hourly
Bryce Luedtke Wallington Asset Management Indianapolis Not listed Percentage of assets, Hourly
Daniel Wolfson Walter Keenan Wealth Management South Bend Not listed Percentage of assets, Hourly
Davis Warner Elser Financial Planning Indianapolis Not listed Percentage of assets, Hourly
Douglas Purdy Mackhouse Capital Indianapolis Not listed Percentage of assets, Hourly
Grant Hofer Elser Financial Planning Indianapolis Not listed Percentage of assets, Hourly
James Humphries Mindset Wealth Management Indianapolis Not listed Percentage of assets
James Keenan Walter Keenan Wealth Management South Bend Not listed Percentage of assets, Hourly
Jeffrey Haley Haley & Summers Wealth Management Fort Wayne Not listed Percentage of assets, Hourly
John House Mackhouse Capital Clarksville Not listed Percentage of assets, Hourly
Julian Simmerman 1834 Investment Advisors Indianapolis Not listed Percentage of assets, Fixed fees
Kathleen Steinman Elser Financial Planning Indianapolis Not listed Percentage of assets, Hourly
Linda Murphy Elser Financial Planning Indianapolis Not listed Percentage of assets, Hourly
Mark Vandygriff Mindset Wealth Management Indianapolis Not listed Percentage of assets
Michael Kiley NBT Capital Management Fishers Not listed Percentage of assets, Hourly
Nathan Melchi Deerfield Carmel Not listed Percentage of assets, Hourly
Peter Bjelopetrovich Mindset Wealth Management Indianapolis Not listed Percentage of assets
Roger Summers Haley & Summers Wealth Management Fort Wayne Not listed Percentage of assets, Hourly
Samuel McDaniel Elser Financial Planning Indianapolis Not listed Percentage of assets, Hourly
Seth Hickle Mindset Wealth Management Indianapolis Not listed Percentage of assets
Terence Weiss Wallington Asset Management Indianapolis Not listed Percentage of assets, Hourly
Tod Utter I4 Advisors Indianapolis Not listed Percentage of assets, Hourly
Tyler Winkleman Catalyze Wealth Management Carmel Not listed Percentage of assets, Fixed fees
Victoria Kugler AMI Investment Management Kendallville Not listed Percentage of assets, Hourly