Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Indianapolis, IN
Every SEC-registered investment adviser representative at a Captrust office in Indianapolis, A to Z.
16 registered advisors work at Captrust in Indianapolis, out of 915 at the firm nationwide; it ranks number 27 in the city by advisors. 13 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors in Indianapolis, A to Z
Every Captrust advisor →- Charlsie I. AshlockCertified Financial Planner
- Casey J. BollockCertified Financial Planner
- Mariah L. DayCertified Financial Planner
- John R. DengerCertified Financial Planner
- Mark A. DeprezInvestment adviser rep
- Benjamin M. GardnerCertified Financial Planner
- Justin P. KassanitsCertified Financial Planner
- John R. KirkpatrickCertified Financial Planner
- Ryan T. KonopCertified Financial Planner
- Kristin E. MoistnerInvestment adviser rep
- David A. RiceInvestment adviser rep
- Kevin D. SweetCertified Financial Planner
- Larry R. ThomasCertified Financial Planner
- Brian UpchurchCertified Financial Planner
- Bradley YuCertified Financial Planner
- Jeffrey J. YuCertified Financial Planner
Captrust advisors in every city and state →Captrust: assets, clients and custodians →CAPTRUST news and advisor moves →Captrust payout grid vs. other firms →Advisor Moves: who changed firms this week →
Captrust advisors in other cities
Raleigh, NC 125Boston, MA 52Brentwood, TN 33Charlotte, NC 31Tampa, FL 31San Antonio, TX 29Phoenix, AZ 25Chesterton, IN 20Dallas, TX 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16
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 Captrust have in Indianapolis?
16 investment adviser representatives are registered at Captrust offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 13 list the CFP designation and 0 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Indianapolis?
Captrust ranks number 27 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 162.
How do I check a Captrust 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 Captrust 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.