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Vestia Personal Wealth Advisors financial advisors in Indiana
Every SEC-registered investment adviser representative at a Vestia Personal Wealth Advisors office in Indiana, by city and A to Z.
The short answer
16 registered advisors work at Vestia Personal Wealth Advisors in Indiana, out of 21 nationwide; it's the firm's number 1 state by advisors, and the most are in Fort Wayne (14). 6 list the CFP designation and 4 are also registered broker representatives.
Vestia Personal Wealth Advisors advisors by city in Indiana
Every firm in Indiana →Vestia Personal Wealth Advisors advisors in Indiana, A to Z
Search by name →- Emma Y. BontragerFort Wayne
- Jennifer A. ChatfieldFort Wayne · Chartered Financial Consultant
- Andrea M. FletcherFort Wayne · Certified Financial Planner
- Forrest M. FriedowFort Wayne
- Lindsey M. HansonFort Wayne
- Cameron D. HeasleyIndianapolis · Certified Financial Planner
- Kameron J. HelmuthFort Wayne · Certified Financial Planner
- Christina KingFort Wayne
- Thomas S. MartinFort Wayne · Certified Financial Planner
- Nikole L. MiddletonFort Wayne
- Lauren L. OschmanFort Wayne · Certified Financial Planner
- Bradlee M. QuickFort Wayne
- Brandon S. SickmillerFort Wayne
- Colin D. SnyderFort Wayne
- Michael W. TrentFort Wayne · Certified Financial Planner
- Luke B. WaltersIndianapolis
Vestia Personal Wealth Advisors advisors in every state →Vestia Personal Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Vestia Personal Wealth Advisors financial advisors are in Indiana?
16 investment adviser representatives are registered at Vestia Personal Wealth Advisors offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 21 at the firm nationwide. 6 list the CFP designation and 4 are also registered as broker representatives.
Where in Indiana does Vestia Personal Wealth Advisors have the most advisors?
Fort Wayne, with 14, then Indianapolis (2). Vestia Personal Wealth Advisors has advisors in 2 cities in Indiana.
How do I check a Vestia Personal Wealth Advisors 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 Vestia Personal Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.