Managing Director · Fi3 Financial Advisors, LLC
Samuel D. Muse
CRD 6506557 · Named on Form ADV at one SEC-registered adviser
At a glance
Fi3 Financial Advisors, LLC, an SEC-registered wealth manager based in Indianapolis, IN with $1.1 billion in regulatory assets, lists Samuel D. Muse on its Form ADV as Managing Director.
Firms and roles
- Fi3 Financial Advisors, LLCManaging DirectorWealth manager · Indianapolis, IN · $1.1B in regulatory assets
AtlasMembers
Samuel’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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- Control-person status
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- When each role began
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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 (12)
- Ivan D. HoffmanManaging Director, Fi3 Financial Advisors, LLC
- Matthew J. SimpsonManaging Director, Fi3 Financial Advisors, LLC
- Brett R. SchneiderDirector, Fi3 Financial Advisors, LLC
- Eric M. SontagPresident, Fi3 Financial Advisors, LLC
- Veronica E. MooDirector, Fi3 Financial Advisors, LLC
7 more people named with Samuel on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Samuel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.