Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Greenfield, IN
Every SEC-registered investment adviser representative at a firm office in Greenfield, with the firms that employ the most of them.
27 registered advisors work in Greenfield; the most are at Edward Jones (8). 0 list the CFP designation and 21 are also registered broker representatives.
Firms with the most advisors in Greenfield
| Firm | Advisors in Greenfield |
|---|---|
| Edward Jones news | 8 |
| LPL Financial LLC news | 4 |
| Cornerstone Advisory, LLC | 3 |
| J.P. Morgan Securities LLC news | 2 |
| Caird Family Wealth Management | 1 |
| Charter Advisory Corporation | 1 |
| Dynamic Legacy Planning | 1 |
| Herndon Investment Management, LLC | 1 |
| Kcpag Financial Advisors LLC | 1 |
| Linda Zimmermann Financial Planning And Counseling | 1 |
| Lion Quest LLC | 1 |
| PNC Wealth Management LLC | 1 |
| State Farm Investment Management Corp. | 1 |
| Transamerica Retirement Advisors, LLC | 1 |
Advisors in Greenfield, A to Z
Search all of Indiana →- Gregory J. BrewerCornerstone Advisory, LLC
- Steven L. BucksotCornerstone Advisory, LLC
- Thomas A. ButlerCharter Advisory Corporation · Certified Financial Planner
- Keely S. ButrumLion Quest LLC
- Robert N. CairdCaird Family Wealth Management · Certified Financial Planner
- Shane M. CavanaughLPL Financial LLC
- Ian K. ClarkLPL Financial LLC
- Bryan E. DonaughTransamerica Retirement Advisors, LLC · Certified Financial Planner
- Scott A. GwinJ.P. Morgan Securities LLC
- Bradley J. HerndonHerndon Investment Management, LLC · Chartered Financial Analyst
- Rachel D. HubbardEdward Jones
- Shannon L. JumpPNC Wealth Management LLC
- Willard D. KlinkCornerstone Advisory, LLC
- Gregory N. KnechtEdward Jones
- Grant C. LeeEdward Jones
- Charles R. LowLPL Financial LLC
- Michael S. MackEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Robin B. PalmerState Farm Investment Management Corp. · Chartered Financial Consultant
- Krista ScottJ.P. Morgan Securities LLC
- Brandon J. SmithEdward Jones
- Cary M. SmithEdward Jones · Certified Financial Planner
- R J. SmithKcpag Financial Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
- Crystal D. StarkeyEdward Jones
- Ethan StarkeyEdward Jones
- Jason C. WhiteDynamic Legacy Planning
- Andrew S. WintersLPL Financial LLC
- Linda M. ZimmermannLinda Zimmermann Financial Planning And Counseling · Certified Financial Planner
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 Greenfield, IN?
27 investment adviser representatives are registered at firm offices in Greenfield, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 21 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Greenfield?
Edward Jones, with 8 registered advisors in Greenfield, followed by LPL Financial LLC with 4.
How do I check a financial advisor in Greenfield?
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.