Financial ADVSR advisor directory · SEC adviser records
Waverly Advisors, LLC financial advisors in Indiana
Every SEC-registered investment adviser representative at a Waverly Advisors, LLC office in Indiana, by city and A to Z.
The short answer
10 registered advisors work at Waverly Advisors, LLC in Indiana, out of 216 nationwide; it's the firm's number 7 state by advisors, and the most are in Merrillville (6). 6 list the CFP designation and 0 are also registered broker representatives.
Waverly Advisors, LLC advisors by city in Indiana
Every firm in Indiana →Waverly Advisors, LLC advisors in Indiana, A to Z
Search by name →- Stephen J. BarrettLafayette · Certified Financial Planner
- Brian J. BrunnerZionsville · Certified Financial Planner
- Victoria E. ChatmanMerrillville
- Chad E. HassingerMerrillville · Certified Financial Planner
- Patrick J. HoehneZionsville · Chartered Financial Analyst
- Doug J. HooverMerrillville · Certified Financial Planner, Chartered Financial Consultant
- Pamela A. MartinMerrillville · Certified Financial Planner
- Kashish MeghaniMerrillville
- Ashlynne M. PalaMerrillville · Certified Financial Planner
- Christian ResendizMerrillville
Waverly Advisors, LLC advisors in every state →Waverly Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Waverly Advisors, LLC in other states
Alabama 108Ohio 21Florida 12Georgia 10Louisiana 9Illinois 8Washington 7Mississippi 6Pennsylvania 5North Carolina 4Oregon 4Colorado 3Massachusetts 3Texas 3Virginia 3
Questions
How many Waverly Advisors, LLC financial advisors are in Indiana?
10 investment adviser representatives are registered at Waverly Advisors, LLC offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 216 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in Indiana does Waverly Advisors, LLC have the most advisors?
Merrillville, with 6, then Lafayette (1). Waverly Advisors, LLC has advisors in 2 cities in Indiana.
How do I check a Waverly Advisors, 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 Waverly Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.