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Jason Pike

Advisor at CoreVision Financial Group

Updated today

Location

Shelbyville, IN 46176

Credentials

Series 63, Series 65

Industry experience

21 years

About

Jason Pike is a financial advisor with LPL Financial in Nashville, Indiana, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with LPL Financial since 2010 and also operates coreVISION Financial Group, an independent registered investment advisory firm. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies, allowing advisors flexibility in meeting client needs.

Client services

Based on CoreVision Financial Group

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on CoreVision Financial Group

Options & derivatives strategies Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on CoreVision Financial Group

Self-Employed Executive

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Fee options

Commissions

Certain advisory persons are Registered Representatives of LPL Financial and receive commissions for securities transactions and insurance sales; these commissions are separate and in addition to advisory fees.

Project-based

Up to $500 per hour for standalone financial planning services, fees negotiable based on complexity.

Location

2177 Intelliplex Dr. Ste 201

Shelbyville, IN 46176

Most active in

Indiana

Work history

CVFG LLC dba coreVISION Financial Group

2023 - Present (3 years)

LPL Financial

2010 - Present (16 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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John M

Series 65

Franklin, IN

Wealth Team LLC

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

Seth S

CFP®

Franklin, IN

Pillar Wealth LLC

Pillar Wealth serves as Personal CFO for high-performing business owners. Unlike the traditional solo advisor model, we take a team approach to managing your financial life. We optimize everything from: tax strategy, traditional investment management, real estate investing, business investing, business strategy, estate planning, insurance planning, charitable giving, and future planning. We're your ongoing thought partner, not someone you meet with once a year, so that we can keep everything working at the highest level.

Business ownership considerations Business Financial Management General retirement planning Founder/Business Owner
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Kevin G

Series 65

Franklin, IN

Pillar Wealth LLC

Kevin Good is a financial advisor at Pillar Wealth LLC with one year of industry experience. He holds a Series 65 designation and has been involved in business management and administrative consulting through his ownership of Blue Dot Group, Inc., as well as real estate brokerage activities. Pillar Wealth serves individuals, high-net-worth households, families, and small businesses with discretionary wealth management and comprehensive financial planning. The firm combines quantitative techniques, fundamental research, and tailored portfolio management to align with each client’s goals and risk tolerance.

Tax-loss harvesting Factor investing / smart beta Options & derivatives strategies Concentrated stock management Private / alternative investments
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Wyatt M

Series 65

Franklin, IN

Pillar Wealth LLC

Wyatt Mc Cullough is a financial advisor at Pillar Wealth LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Process Alliance LLC, UBS Private Wealth Management, and Inlet Realty Group. He is also a student at Franklin College. Pillar Wealth serves individuals, high-net-worth households, families, and small businesses with discretionary wealth management and comprehensive financial planning. The firm combines quantitative techniques and fundamental research in its tailored investment advice and offers project-based consulting services alongside ongoing portfolio management.

Tax-loss harvesting Factor investing / smart beta Options & derivatives strategies Concentrated stock management Private / alternative investments
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Grant R

Series 66

Shelbyville, IN

CoreVision Financial Group

Grant Reeves is a financial advisor with CoreVision Financial Group, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial and operates Grant Reeves Law LLC as a licensed attorney. Reeves serves as a board member for Franklin County Community Schools. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $352 million for around 760 clients and takes a customized, primarily long-term investment approach using a range of securities and independent managers.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) Self-Employed Executive
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Brent T

Series 63, Series 65

Shelbyville, IN

CoreVision Financial Group

Brent Thoman is a financial advisor with coreVISION Financial Group, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2014 and joined coreVISION Financial Group in 2023. Outside of his advisory role, Thoman coaches basketball and baseball at local schools in Shelbyville, Indiana. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $352 million for around 760 clients and employs a customized, long-term investment approach utilizing a range of securities and independent managers.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) Self-Employed Executive
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