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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Spencer, IN

Every SEC-registered investment adviser representative at a firm office in Spencer, with the firms that employ the most of them.

2 registered advisors work in Spencer; the most are at Edward Jones (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Spencer

FirmAdvisors in Spencer
Edward Jones news1
Tucker Asset Management LLC1

Advisors in Spencer, A to Z

Search all of Indiana →

Other cities in Indiana

All of Indiana →

Indianapolis 2,125Carmel 701Fort Wayne 404Evansville 269Kokomo 148Fishers 139Greenwood 125Mishawaka 124Lafayette 117Crown Point 110Bloomington 103South Bend 98Merrillville 95Zionsville 86Columbus 84Valparaiso 83Auburn 72Elkhart 72Terre Haute 70Granger 66Noblesville 61New Albany 58Anderson 47Chesterton 46

Questions

How many financial advisors are in Spencer, IN?

2 investment adviser representatives are registered at firm offices in Spencer, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Spencer?

Edward Jones, with 1 registered advisors in Spencer, followed by Tucker Asset Management LLC with 1.

How do I check a financial advisor in Spencer?

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.