Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Montpelier, IN
Every SEC-registered investment adviser representative at a firm office in Montpelier, with the firms that employ the most of them.
The short answer
1 registered advisors work in Montpelier; the most are at Edward Jones (1). 1 list the CFP designation and 1 are also registered broker representatives.
Firms with the most advisors in Montpelier
| Firm | Advisors in Montpelier |
|---|---|
| Edward Jones news | 1 |
Advisors in Montpelier, A to Z
CFP advisors in Montpelier →- Kimberly M. Hart-PaxsonEdward Jones · Certified Financial Planner
Other cities in Indiana
All of Indiana →Indianapolis 1,984Carmel 664Fort Wayne 385Evansville 263Kokomo 138Fishers 135Mishawaka 120Greenwood 117Lafayette 106Crown Point 103Bloomington 99South Bend 95Merrillville 85Columbus 82Valparaiso 80Zionsville 78Auburn 68Terre Haute 68Elkhart 67Granger 65Noblesville 57New Albany 55Anderson 45Chesterton 45
Questions
How many financial advisors are in Montpelier, IN?
1 investment adviser representatives are registered at firm offices in Montpelier, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Montpelier?
Edward Jones, with 1 registered advisors in Montpelier.
How do I check a financial advisor in Montpelier?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.