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10 advisors near 46929
Out of 400,000+ nationwide
Richard Q
Series 63
Delphi, IN
StoneX Advisors Inc.
Richard Quirk is a financial advisor with StoneX Advisors Inc. and holds a Series 63 designation. He has 46 years of industry experience and has been with StoneX Advisors Inc. since 2015. Outside of his advisory role, he is the owner of Quirk Investments, a business involved in the sale of investment and insurance products. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and an in-house Private Client Group to implement various investment strategies across multiple platforms.
Michael M
Series 63, Series 65
Rossville, IN
Money Concepts Capital Corp
Michael Meador is a financial advisor with Money Concepts Capital Corp in Rossville, IN, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Money Concepts Capital Corp since 1996 and also operates Meador and Company, LLC, a tax preparation and accounting business. Additionally, he serves as an officer and director in several related non-investment businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion for around 14,700 clients through a variety of managed programs, employing model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.
Adam B
Series 66
Delphi, IN
Edward Jones
Adam Blankenberger is a financial advisor with Edward Jones in Delphi, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Stephen D
Series 66
Monticello, IN
Cambridge Investment Research Advisors
Stephen Dold is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining Cambridge in 2017. Outside of his advisory role, he is involved in coaching basketball and football at Twin Lakes School Corporation in Monticello, IN, and is part-owner of a bakery business. Cambridge Investment Research Advisors serves a diverse range of individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple account platforms.
Matthew M
Series 66
Flora, IN
LPL Financial
Matthew Meek is a financial advisor with LPL Financial and holds the Series 66 designation. He has 13 years of industry experience, including prior roles at Avantax Advisory Services and Avantax Investment Services. Meek is also involved in tax preparation and accounting services through his own firm, Fisher & Associates. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.
Christopher D
CFP®, Series 63, Series 66
Monticello, IN
Cambridge Investment Research Advisors
Christopher Dold is a CFP® with 27 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent 18 years with Lincoln Financial Advisors Corporation. Dold serves as a board member and volunteer at the Lafayette Adult Resource Academy. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists to deliver investment advice.
Derek F
Series 63, Series 65
Flora, IN
LPL Financial
Derek Fisher is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Avantax Insurance Agency, Avantax Investment Services, and Security Federal Savings Bank Board. Fisher also operates Fisher & Associates, Inc., which provides tax preparation and accounting services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with various non-advisory product offerings.
Bryan H
Series 66
Russiaville, IN
Edward Jones
Bryan Heilman is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Delphi for ten years. Outside of his advisory role, he is a member of B & S Holdings LLC, an LLC established to purchase his branch building. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and is notable for its extensive advisor and branch network as well as affiliated capabilities beyond advisory services.
Shawn W
Series 65, Series 66
Delphi, IN
Cetera
Shawn Whitcraft is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Key Investment Services, KEYBANK, Regions Bank, and Centier Bank before joining Cetera in 2016. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and institutional capabilities.
Candace G
Series 63, Series 65
Russiaville, IN
LPL Financial
Candace Gilles is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She previously worked at CFD Investments, Inc. and Sii Investments. Gilles is also involved in financial plan writing through cfd Planning Dept. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.
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10 advisors near 46929
Out of 400,000+ nationwide