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Financial ADVSR advisor directory · SEC adviser records

Civitas Financial LLC financial advisors in Indiana

Every SEC-registered investment adviser representative at a Civitas Financial LLC office in Indiana, by city and A to Z.

The short answer

5 registered advisors work at Civitas Financial LLC in Indiana, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Indianapolis (3). 0 list the CFP designation and 0 are also registered broker representatives.

Civitas Financial LLC advisors by city in Indiana

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Indianapolis 3Terre Haute 1

Civitas Financial LLC advisors in Indiana, A to Z

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Questions

How many Civitas Financial LLC financial advisors are in Indiana?

5 investment adviser representatives are registered at Civitas Financial LLC offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Indiana does Civitas Financial LLC have the most advisors?

Indianapolis, with 3, then Terre Haute (1). Civitas Financial LLC has advisors in 2 cities in Indiana.

How do I check a Civitas Financial LLC advisor in Indiana?

Each advisor below 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. Advisors are listed at the city of the Civitas Financial LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.