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Financial ADVSR advisor directory · SEC adviser records

Fi3 Financial Advisors, LLC financial advisors in Indianapolis, IN

Every SEC-registered investment adviser representative at a Fi3 Financial Advisors, LLC office in Indianapolis, A to Z.

The short answer

7 registered advisors work at Fi3 Financial Advisors, LLC in Indianapolis, out of 7 at the firm nationwide; it ranks number 46 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.

Fi3 Financial Advisors, LLC advisors in Indianapolis, A to Z

Every Fi3 Financial Advisors, LLC advisor →

Fi3 Financial Advisors, LLC advisors in every city and state →Fi3 Financial Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

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 Fi3 Financial Advisors, LLC have in Indianapolis?

7 investment adviser representatives are registered at Fi3 Financial Advisors, LLC offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.

Is Fi3 Financial Advisors, LLC one of the largest advisor employers in Indianapolis?

Fi3 Financial Advisors, LLC ranks number 46 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 160.

How do I check a Fi3 Financial Advisors, 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 Fi3 Financial Advisors, 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.