Advisor at Capital Advisor Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Advisor Network
Location
Lafayette, IN 47905
Credentials
Series 65
Industry experience
10 years
Jared Wickes is a financial advisor at Capital Advisor Network with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Kennedy Wealth Group and Center Street Advisors. Outside of his advisory role, he is involved with Appalachian Strategy Group, a consulting firm that uses AI technologies for information and workflow management, where he also assists with tax equity and planning services. Capital Advisor Network is a six-advisor team providing discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, institutions, and charitable organizations. The firm uses data-driven, algorithmic investment strategies combined with tactical asset allocation and integrates technology platforms for portfolio monitoring and reporting.
Based on Capital Advisor Network
Based on Capital Advisor Network
Starting at $1,500, negotiable based on complexity and engagement
Starting at $1,500, negotiable based on complexity and engagement
Account minimum: $5,000
925 Mezzanine Drive, Suite C
Lafayette, IN 47905
Indiana · Virginia
CAN Wealth Management
2018 - Present (8 years)
Capital Advisor Network
2018 - Present (8 years)
Kennedy Wealth Group
2016 - 2018 (2 years)
Center Street Advisors, Inc.
2015 - 2018 (3 years)
Brookstone Capital Management
2015 - 2016 (1 year)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 63, Series 65
Lafayette, IN
Lifelong Investsments
Series 63, Series 65
Lafayette, IN
Integrated Capital Management Company, Inc.
Series 65
West Lafayette, IN
Lorenz Financial
Series 65, Series 66
West Lafayette, IN
Oxford Capital
Series 63, Series 65
West Lafayette, IN
Banker Investment Group
CFP®, Series 63, Series 65
Lafayette, IN
The Schamber Group, Inc.
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