Financial ADVSR advisor directory · SEC adviser records
Lji Wealth Management, LLC financial advisors in Indiana
Every SEC-registered investment adviser representative at a Lji Wealth Management, LLC office in Indiana, by city and A to Z.
The short answer
12 registered advisors work at Lji Wealth Management, LLC in Indiana, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Indianapolis (11). 2 list the CFP designation and 0 are also registered broker representatives.
Lji Wealth Management, LLC advisors by city in Indiana
Every firm in Indiana →Lji Wealth Management, LLC advisors in Indiana, A to Z
Search by name →- Tanner S. CoulterMuncie
- Luke N. DryeIndianapolis
- Jade T. HoltIndianapolis · Certified Financial Planner
- Bruce F. HubbellIndianapolis
- Joshua D. JohnIndianapolis
- Layton L. JohnIndianapolis
- Daniel K. LucasIndianapolis
- Zachary N. MellohIndianapolis
- James A. MorrowIndianapolis
- Bradley H. OwensIndianapolis · Certified Financial Planner
- Scott M. RiethmanIndianapolis
- Jonathan W. RussellIndianapolis
Lji Wealth Management, LLC advisors in every state →Lji Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Lji Wealth Management, LLC financial advisors are in Indiana?
12 investment adviser representatives are registered at Lji Wealth Management, LLC offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Indiana does Lji Wealth Management, LLC have the most advisors?
Indianapolis, with 11, then Muncie (1). Lji Wealth Management, LLC has advisors in 2 cities in Indiana.
How do I check a Lji Wealth Management, 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 Lji Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.