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Advisors near 46792

Out of 400,000+ nationwide

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Cory R

Series 63, Series 65

Poneto, IN

Reckard CPA Advisors, LLC

Wealth management
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Kaden B

Series 65

Bluffton, IN

OneAscent Financial Services LLC

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Mark T

Series 66

Huntington, IN

First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Mylon L

Series 63, Series 65

Marion, IN

Capital Analysts

Tax-loss harvesting Passive / index investing Active portfolio management ESG / Sustainable investing Executive Founder/Business Owner Retired
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Joseph S

Series 63, Series 65

Bluffton, IN

Lincoln Investment

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Educators, Teachers, and Academics Founder/Business Owner Retired Approaching retirement HENRY (High Earners, Not Rich Yet)
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Scott O

Series 63, Series 65

Marion, IN

SPC

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Jordan A

CFP®, Series 66

Bluffton, IN

OneAscent Financial Services LLC

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Ronald C

Series 63

Bluffton, IN

Capital Analysts

Tax-loss harvesting Passive / index investing Active portfolio management ESG / Sustainable investing Executive Founder/Business Owner Retired
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Ryan J

CFP®, Series 66

Marion, IN

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Kristopher H

Series 66

Marion, IN

Edward Jones

Retirement income strategy Early retirement planning Wealth management ESG / Sustainable investing Charitable giving & philanthropy Values-based investing Religious/faith focused
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