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Financial ADVSR advisor directory · SEC adviser records

Bookends Financial Planning financial advisors in Indianapolis, IN

Every SEC-registered investment adviser representative at a Bookends Financial Planning office in Indianapolis, A to Z.

The short answer

3 registered advisors work at Bookends Financial Planning in Indianapolis, out of 6 at the firm nationwide; it ranks number 87 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Bookends Financial Planning advisors in Indianapolis, A to Z

Every Bookends Financial Planning advisor →

Bookends Financial Planning advisors in every city and state →Bookends Financial Planning: assets, clients and custodians →Advisor Moves: who changed firms this week →

Bookends Financial Planning advisors in other cities

Rixeyville, VA 1Smithfield, KY 1Wheeling, WV 1

Other firms in Indianapolis

All Indianapolis advisors →

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 Bookends Financial Planning have in Indianapolis?

3 investment adviser representatives are registered at Bookends Financial Planning offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Bookends Financial Planning one of the largest advisor employers in Indianapolis?

Bookends Financial Planning ranks number 87 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 162.

How do I check a Bookends Financial Planning 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 Bookends Financial Planning 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.