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6 advisors near 47562
Out of 400,000+ nationwide
Johnathan B
Series 66
Odon, IN
Axis Financial, LLC
Johnathan Britton is a financial advisor at Axis Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Axis Financial since 2006. In addition to his advisory role, he sells life, health, long-term care, and property & casualty insurance through The Insurance Shop, an activity he balances alongside his financial advisory work. Axis Financial, LLC is an independent, single-advisor registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a consultative, non-discretionary approach, typically recommending exchange-traded funds for smaller accounts and using third-party asset managers for larger accounts.
Michael G
Series 63, Series 65
Loogootee, IN
Creativeone Wealth, LLC
Michael Graber is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CreativeOne Wealth since 2018. He is also involved with Compass Retirement Advisors LLC, Gradient, and The Insurance Shop Inc., where he has roles related to retirement planning and insurance. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored assessments and regular portfolio rebalancing.
Mary A
Series 66
Loogootee, IN
Edward Jones
Mary Anderson is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.
Kevin L
Series 66
Loogootee, IN
Edward Jones
Kevin Lewis is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his current role, he worked at Sam's Club for over ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and affiliated financial services, managing over $1 trillion in assets under management.
Brent C
Series 63, Series 66
Loogootee, IN
Edward Jones
Brent Courter is a financial advisor with Edward Jones in Loogootee, Indiana, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves as a board member and president of the Loogootee School Corporation and is on the finance committee for Vincennes University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm maintains a large national network of advisors and offers discretionary and non-discretionary strategies, affiliated mutual funds, and additional services including tax-efficient overlay and proxy voting.
Casey M
Series 63, Series 65
Crane, IN
LPL Financial
Casey Madsen is a ChFC® credentialed financial advisor with eight years of industry experience. He is currently with LPL Financial and also serves as an advisor at Crane Credit Union. His prior experience includes roles at MML Investors Services, Mass Mutual Life Insurance Company, and Luxottica of North America. 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 wide range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.
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6 advisors near 47562
Out of 400,000+ nationwide