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Financial ADVSR advisor directory · SEC adviser records

Blend Wealth financial advisors in Indianapolis, IN

Every SEC-registered investment adviser representative at a Blend Wealth office in Indianapolis, A to Z.

3 registered advisors work at Blend Wealth in Indianapolis, out of 4 at the firm nationwide; it ranks number 86 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Blend Wealth advisors in Indianapolis, A to Z

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Blend Wealth advisors in every city and state →Advisor Moves: who changed firms this week →

Blend Wealth advisors in other cities

Louisville, KY 1

Other firms in Indianapolis

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Schwab Wealth Advisory, Inc. 162Charles Schwab & Co., Inc. 156Oneamerica Securities, Inc. 117Morgan Stanley 103Merrill Lynch, Pierce, Fenner & Smith Incorporated 95Ameriprise Financial Services, LLC 66MML Investors Services, LLC 62J.P. Morgan Securities LLC 56LPL Enterprise, LLC 52Thurston Springer Advisors 49Cetera Investment Advisers LLC 46Stifel, Nicolaus & Company, Incorporated 45

Questions

How many financial advisors does Blend Wealth have in Indianapolis?

3 investment adviser representatives are registered at Blend Wealth offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Blend Wealth one of the largest advisor employers in Indianapolis?

Blend Wealth ranks number 86 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 162.

How do I check a Blend Wealth advisor in Indianapolis?

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 Blend Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.