Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Batesville, IN
Every SEC-registered investment adviser representative at a firm office in Batesville, with the firms that employ the most of them.
11 registered advisors work in Batesville; the most are at Edward Jones (4). 0 list the CFP designation and 10 are also registered broker representatives.
Firms with the most advisors in Batesville
| Firm | Advisors in Batesville |
|---|---|
| Edward Jones news | 4 |
| Strategic Advisers LLC | 3 |
| Osaic Wealth, Inc. news | 2 |
| LPL Enterprise, LLC news | 1 |
| Prime Capital Financial | 1 |
Advisors in Batesville, A to Z
Search all of Indiana →- Gregory A. BerkemeierEdward Jones
- Austin D. ComptonEdward Jones
- Yvonne K. DeanStrategic Advisers LLC · Certified Financial Planner
- Joni A. DunnEdward Jones · Certified Financial Planner
- Holly A. HullemeyerStrategic Advisers LLC
- Kimberly M. JonesStrategic Advisers LLC
- Peter G. MackOsaic Wealth, Inc. · Certified Financial Planner
- Andrew C. MoenterPrime Capital Financial · Certified Financial Planner, Chartered Financial Consultant
- Spencer MoranLPL Enterprise, LLC
- Lisa A. MurrayOsaic Wealth, Inc.
- Tyler S. OdaEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Other cities in Indiana
All of Indiana →Indianapolis 2,125Carmel 701Fort Wayne 404Evansville 269Kokomo 148Fishers 139Greenwood 125Mishawaka 124Lafayette 117Crown Point 110Bloomington 103South Bend 98Merrillville 95Zionsville 86Columbus 84Valparaiso 83Auburn 72Elkhart 72Terre Haute 70Granger 66Noblesville 61New Albany 58Anderson 47Chesterton 46
Questions
How many financial advisors are in Batesville, IN?
11 investment adviser representatives are registered at firm offices in Batesville, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Batesville?
Edward Jones, with 4 registered advisors in Batesville, followed by Strategic Advisers LLC with 3.
How do I check a financial advisor in Batesville?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.