Financial ADVSR advisor directory · SEC adviser records
Lji Wealth Management, LLC financial advisors in Indianapolis, IN
Every SEC-registered investment adviser representative at a Lji Wealth Management, LLC office in Indianapolis, A to Z.
The short answer
11 registered advisors work at Lji Wealth Management, LLC in Indianapolis, out of 13 at the firm nationwide; it ranks number 35 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Lji Wealth Management, LLC advisors in Indianapolis, A to Z
Every Lji Wealth Management, LLC advisor →- Luke N. DryeInvestment adviser rep
- Jade T. HoltCertified Financial Planner
- Bruce F. HubbellInvestment adviser rep
- Joshua D. JohnInvestment adviser rep
- Layton L. JohnInvestment adviser rep
- Daniel K. LucasInvestment adviser rep
- Zachary N. MellohInvestment adviser rep
- James A. MorrowInvestment adviser rep
- Bradley H. OwensCertified Financial Planner
- Scott M. RiethmanInvestment adviser rep
- Jonathan W. RussellInvestment adviser rep
Lji Wealth Management, LLC advisors in every city and state →Lji Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lji Wealth Management, LLC advisors in other cities
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 Lji Wealth Management, LLC have in Indianapolis?
11 investment adviser representatives are registered at Lji Wealth Management, LLC offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Lji Wealth Management, LLC one of the largest advisor employers in Indianapolis?
Lji Wealth Management, LLC ranks number 35 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 160.
How do I check a Lji Wealth Management, 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 Lji Wealth Management, 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.