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Financial ADVSR advisor directory · SEC adviser records

Civitas Financial LLC financial advisors in Indianapolis, IN

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

The short answer

4 registered advisors work at Civitas Financial LLC in Indianapolis, out of 6 at the firm nationwide; it ranks number 71 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Civitas Financial LLC advisors in Indianapolis, A to Z

Every Civitas Financial LLC advisor →

Civitas Financial LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Civitas Financial LLC advisors in other cities

Fort Mill, SC 1Terre Haute, IN 1

Other firms in Indianapolis

All Indianapolis advisors →

Schwab Wealth Advisory, Inc. 160Charles Schwab & Co., Inc. 158Oneamerica Securities, Inc. 128Morgan Stanley 100Merrill Lynch, Pierce, Fenner & Smith Incorporated 99Ameriprise Financial Services, LLC 67MML Investors Services, LLC 62J.P. Morgan Securities LLC 55LPL Enterprise, LLC 51Cetera Investment Advisers LLC 49Thurston Springer Advisors 48Stifel, Nicolaus & Company, Incorporated 44

Questions

How many financial advisors does Civitas Financial LLC have in Indianapolis?

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

Is Civitas Financial LLC one of the largest advisor employers in Indianapolis?

Civitas Financial LLC ranks number 71 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 160.

How do I check a Civitas Financial LLC 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 Civitas Financial LLC 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.