Financial ADVSR advisor directory · SEC adviser records
Woodley Farra financial advisors in Indianapolis, IN
Every SEC-registered investment adviser representative at a Woodley Farra office in Indianapolis, A to Z.
The short answer
11 registered advisors work at Woodley Farra in Indianapolis, out of 11 at the firm nationwide; it ranks number 36 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Woodley Farra advisors in Indianapolis, A to Z
Every Woodley Farra advisor →- Ross M. BennettInvestment adviser rep
- Kimberly A. BrightInvestment adviser rep
- Tracy A. ColsonInvestment adviser rep
- Natalia De Ugarte MunozInvestment adviser rep
- Levi I. GatesInvestment adviser rep
- Kyle W. HarlemertInvestment adviser rep
- Michael P. ManionInvestment adviser rep
- Emily M. PyleInvestment adviser rep
- Jared J. RuxerInvestment adviser rep
- John C. ShelbourneChartered Financial Analyst
- Donald F. WoodleyChartered Financial Analyst
Woodley Farra advisors in every city and state →Woodley Farra: 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 Woodley Farra have in Indianapolis?
11 investment adviser representatives are registered at Woodley Farra offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Woodley Farra one of the largest advisor employers in Indianapolis?
Woodley Farra ranks number 36 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 160.
How do I check a Woodley Farra 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 Woodley Farra 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.