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Brooklyn Hunter

Advisor at Edward Jones

Updated today

Location

Franklin, IN 46131-7923

Credentials

Series 66

Industry experience

5 years

About

Brooklyn Hunter is a Series 66 licensed financial advisor with five years of industry experience. He has worked at Edward Jones since 2025, following prior roles at LPL Financial, CUNA Brokerage Services Inc, and Everwise Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

600 Ironwood Dr Suite B

Franklin, IN 46131-7923

Most active in

Indiana · Texas

Work history

Edward Jones

2025 - Present (1 year)

LPL Financial

2022 - 2025 (3 years)

CUNA Brokerage Services Inc

2020 - 2022 (2 years)

Everwise Credit Union

2014 - 2025 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Richard D

Series 63, Series 65

Bargersville, IN

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Richard Doyle is a financial advisor at Doyle Investment Management with 24 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Cornerstone Capital Management, Inc. since 2005. Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts, and estates. The firm manages client portfolios on a discretionary basis, primarily using Exchange Traded Funds (ETFs), and applies a combination of fundamental, technical, charting, and cyclical analysis to construct diversified portfolios aimed at managing risk.

Options & derivatives strategies Passive / index investing
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John M

Series 65

Franklin, IN

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John Mc Fie is a financial advisor at Wealth Team LLC in Franklin, IN, holding a Series 65 designation with four years of industry experience. He has been managing Wealth Team LLC since 2021 and has additional experience in insurance and software development through his roles at McFie Insurance LLC, Star Solutions LLC, and other business ventures. Outside of advising, he is involved in insurance sales and manages a software development company and a business producing educational materials. Wealth Team LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on clients’ goals and risk tolerance, using a mix of fundamental, technical, and cyclical analysis, and reviews accounts regularly with attention to tax and fee considerations.

Retirement income strategy Tax strategies for small businesses Options & derivatives strategies
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Gregory S

Series 65

Greenwood, IN

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Gregory Schiffli is the principal and sole advisor at On Target Wealth Partners, LLC, an independent firm based in Greenwood, Indiana. He holds a Series 65 designation and has 17 years of industry experience, including 18 years at his current firm. In addition to his advisory work, he serves as an instructor of finance and general education classes at Harrison College. On Target Wealth Partners provides investment supervisory services and financial planning to individuals and families, including some high-net-worth clients. The firm emphasizes tailored advice, primarily using lower-cost mutual funds and ETFs, and manages accounts on a non-discretionary, fee-only basis.

Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.)
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Douglas M

Series 63, Series 65

Whiteland, IN

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Douglas Myers is a financial advisor with Myers Asset Management LLC in Whiteland, IN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Waycross Partners LLC and Ameriprise Financial. Myers Asset Management LLC provides ongoing portfolio management to individuals and high-net-worth clients, focusing on mutual funds, equities, fixed-income securities, and ETFs. The firm uses a variety of investment methods and generally employs a long-term trading approach, tailoring strategies to clients’ goals and risk tolerances.

Active portfolio management
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Jonathan B

Series 63, Series 65

Greenwood, IN

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Jonathan Benham is a financial advisor at Bischoff Wealth Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ben Franklin Wealth and Mass Mutual. Bischoff Wealth Management Group provides holistic wealth management services, including financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $196 million in discretionary assets and employs a portfolio construction process based on client risk tolerance, time horizon, and liquidity needs, incorporating mutual funds, ETFs, and individual securities.

Private / alternative investments Real estate investing
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Kyle B

Series 65

Greenwood, IN

Benham Advisory Group

Kyle Benham is a financial advisor at Benham Advisory Group with a Series 65 credential and four years of industry experience. He has held roles at Integrity Wealth Solutions and currently serves as a director of Benosi Row, LLC. Outside of finance, he has been involved in various entertainment projects including shows on TBS, Facebook, Quibi, Apple TV, and Netflix. Benham Advisory Group, founded in 2024, offers discretionary asset management and financial planning to both high-net-worth and non-HNW clients. The firm employs rules-based investment models using a variety of securities and provides ongoing portfolio management with monthly reviews, rebalancing, and tax-loss harvesting.

Wealth management Cash flow / budgeting Retirement income strategy General tax planning General estate planning guidance
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