Financial ADVSR advisor directory · SEC adviser records
Savvy financial advisors in Indiana
Every SEC-registered investment adviser representative at a Savvy office in Indiana, by city and A to Z.
4 registered advisors work at Savvy in Indiana, out of 187 nationwide; it's the firm's number 8 state by advisors, and the most are in Greenwood (2). 3 list the CFP designation and 0 are also registered broker representatives.
Savvy advisors by city in Indiana
Every firm in Indiana →Savvy advisors in Indiana, A to Z
Search by name →- Gregory W. AllenGreenwood
- Clint A. HeislerGreenwood · Certified Financial Planner, Chartered Financial Consultant
- Dustin M. ThomasNoblesville · Certified Financial Planner
- Edward R. WildermuthCarmel · Certified Financial Planner, Chartered Financial Consultant
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Savvy in other states
New York 87California 15Colorado 10Illinois 8Utah 7Florida 6Ohio 6Kentucky 4Minnesota 4Nevada 4Missouri 3North Carolina 3South Carolina 3Texas 3
Questions
How many Savvy financial advisors are in Indiana?
4 investment adviser representatives are registered at Savvy offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 187 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Indiana does Savvy have the most advisors?
Greenwood, with 2, then Carmel (1). Savvy has advisors in 3 cities in Indiana.
How do I check a Savvy 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 Savvy office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.