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Financial Adviser · Bookends Financial Planning

Robert H. Wetzel

CRD 4329415 · Named on Form ADV at one SEC-registered adviser

At a glance

Bookends Financial Planning, an SEC-registered wealth manager based in Indianapolis, IN with $338 million in regulatory assets, lists Robert H. Wetzel on its Form ADV as Financial Adviser.

Firms and roles

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Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.