Financial ADVSR advisor directory · SEC adviser records
Cetera Planning Partners financial advisors in Indianapolis, IN
Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Indianapolis, A to Z.
6 registered advisors work at Cetera Planning Partners in Indianapolis, out of 309 at the firm nationwide; it ranks number 49 in the city by advisors. 2 list the CFP designation and 6 are also registered broker representatives.
Cetera Planning Partners advisors in Indianapolis, A to Z
Every Cetera Planning Partners advisor →- Shawn P. BerthelotAlso a broker rep
- Hilary BogardAlso a broker rep
- Terry B. BrownAlso a broker rep
- Gavin I. GilpinAlso a broker rep
- Mark J. MatkovicCertified Financial Planner · Also a broker rep
- Jeffrey L. WatsonCertified Financial Planner · Also a broker rep
Cetera Planning Partners advisors in every city and state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →
Cetera Planning Partners advisors in other cities
Leawood, KS 35Dubuque, IA 20Lafayette, LA 20Rapid City, SD 7Seven Fields, PA 7Dallas, TX 6Houston, TX 6Parsippany, NJ 6Algona, IA 5Cranford, NJ 5Evansville, IN 5Danville, CA 4El Segundo, CA 4Greensboro, NC 4Louisville, KY 4
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 Cetera Planning Partners have in Indianapolis?
6 investment adviser representatives are registered at Cetera Planning Partners offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 309 nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.
Is Cetera Planning Partners one of the largest advisor employers in Indianapolis?
Cetera Planning Partners ranks number 49 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 162.
How do I check a Cetera Planning Partners 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 Cetera Planning Partners 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.