Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 56,898CFPs11,003 CFAs, 12,693 ChFCs
From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 8 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
8 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Jonathan P. Bednar IIShelbyville, IN | Corevision Financial Group | Adviser and broker | CFP | Atlas | 2016 |
| 2Todd G. BirdwellShelbyville, IN | Corevision Financial Group | Adviser and broker | – | Atlas | 2016 |
| 3Beau M. BrowningShelbyville, IN | Corevision Financial Group | Adviser and broker | ChFC | Atlas | 2023 |
| 4Timothy S. FullerShelbyville, IN | Corevision Financial Group | Adviser and broker | CFP, ChFC | Atlas | 2017 |
| 5Andrea L. LeeShelbyville, IN | Corevision Financial Group | Adviser and broker | CFP | Atlas | 2023 |
| 6Jason B. PikeShelbyville, IN | Corevision Financial Group | Adviser and broker | – | Atlas | 2023 |
| 7Grant M. ReevesShelbyville, IN | Corevision Financial Group | Adviser and broker | – | Atlas | 2023 |
| 8Brett A. RiceShelbyville, IN | LPL Financial LLC +1 more | Adviser and broker | – | Atlas | 2018 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.