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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Terre Haute, IN

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

67 registered advisors work in Terre Haute; the most are at Edward Jones (14). 8 list the CFP designation and 63 are also registered broker representatives.

Firms with the most advisors in Terre Haute

FirmAdvisors in Terre Haute
Edward Jones news14
Ameriprise Financial Services, LLC news9
Morgan Stanley news8
LPL Financial LLC news5
Raymond James Financial Services Advisors, Inc. news5
Wells Fargo Advisors Financial Network, LLC news4
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Spyglass Investment Management3
State Farm Investment Management Corp.3
&Partners news2
Creative Financial Designs, Inc.2
Osaic Wealth, Inc. news2
Cambridge Investment Research Advisors, Inc. news1
Charles Schwab & Co., Inc. news1
Civitas Financial LLC1
Fifth Third Securities, Inc.1
Raymond James & Associates, Inc. news1
Spc1
Strategic Advisers LLC1
UBS Financial Services Inc. news1

Advisors in Terre Haute, A to Z

CFP advisors in Terre Haute →

Other cities in Indiana

All of Indiana →

Indianapolis 1,960Carmel 660Fort Wayne 390Evansville 265Fishers 150Kokomo 139Greenwood 116Mishawaka 113Crown Point 104Lafayette 100South Bend 98Bloomington 97Merrillville 84Columbus 81Valparaiso 78Zionsville 76Granger 70Elkhart 67Noblesville 62Auburn 59New Albany 57Anderson 44Muncie 43Chesterton 42

Questions

How many financial advisors are in Terre Haute, IN?

67 investment adviser representatives are registered at firm offices in Terre Haute, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 63 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Terre Haute?

Edward Jones, with 14 registered advisors in Terre Haute, followed by Ameriprise Financial Services, LLC with 9.

How do I check a financial advisor in Terre Haute?

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.