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Financial ADVSR advisor directory · SEC adviser records

Bookends Financial Planning financial advisors

Every SEC-registered investment adviser representative at Bookends Financial Planning, by the state and city of the office they work from.

6 registered advisors work at Bookends Financial Planning, in 4 states and 4 cities; the most are in Indianapolis, IN (3). 1 list the CFP designation and 0 are also registered broker representatives.

Search every Bookends Financial Planning advisor by name →Who joined and left Bookends Financial Planning →Bookends Financial Planning: assets, clients and custodians →

Cities with the most Bookends Financial Planning advisors

Indianapolis, IN 3Rixeyville, VA 1Smithfield, KY 1Wheeling, WV 1

Bookends Financial Planning advisors by state

Bookends Financial Planning in Indiana 3

Indianapolis 3

Bookends Financial Planning in Kentucky 1

Smithfield 1

Bookends Financial Planning in Virginia 1

Rixeyville 1

Bookends Financial Planning in West Virginia 1

Wheeling 1

Questions

How many financial advisors does Bookends Financial Planning have?

6 investment adviser representatives are registered with Bookends Financial Planning, according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 4 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does Bookends Financial Planning have the most advisors?

Indianapolis, IN, with 3 registered advisors, then Rixeyville, VA (1). By state, Indiana has the most, with 3.

How do I find a Bookends Financial Planning financial advisor near me?

Pick your state below, then your city, to see every Bookends Financial Planning advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Bookends Financial Planning offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →