Financial ADVSR advisor directory · SEC adviser records
Financial advisors in West Lafayette, IN
Every SEC-registered investment adviser representative at a firm office in West Lafayette, with the firms that employ the most of them.
The short answer
17 registered advisors work in West Lafayette; the most are at Edward Jones (6). 3 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in West Lafayette
| Firm | Advisors in West Lafayette |
|---|---|
| Edward Jones news | 6 |
| Banker Investment Group | 3 |
| Equitable Advisors, LLC news | 1 |
| J.P. Morgan Securities LLC news | 1 |
| Omni Wealth Planning, LLC | 1 |
| Oxford Capital | 1 |
| Spc | 1 |
| Strategic Advisers LLC | 1 |
| Thrivent Investment Management Inc. | 1 |
| Valor Investment Management | 1 |
Advisors in West Lafayette, A to Z
CFP advisors in West Lafayette →- William G. BankerBanker Investment Group
- Kimberly L. BoggsEdward Jones
- Morgan E. BonifaziEdward Jones · Certified Financial Planner
- Jennifer M. ChadwellStrategic Advisers LLC
- Simarpreet CheemaEquitable Advisors, LLC
- Dale J. DriggsSpc
- Joshua M. LogginsBanker Investment Group
- Brian T. MartinEdward Jones
- Seth A. ParkerBanker Investment Group
- Daniel K. PhelpsOxford Capital
- Christy L. RobertsonThrivent Investment Management Inc.
- Michael StocksickJ.P. Morgan Securities LLC
- Adam T. TownsendValor Investment Management
- Charles A. VergaraEdward Jones
- Khalil M. WilliamsOmni Wealth Planning, LLC
- Darrell R. WoodmanEdward Jones · Certified Financial Planner
- Matthew J. WrightEdward Jones · Certified Financial Planner
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 67Terre Haute 67Noblesville 62Auburn 59New Albany 57Anderson 44Muncie 43
Questions
How many financial advisors are in West Lafayette, IN?
17 investment adviser representatives are registered at firm offices in West Lafayette, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in West Lafayette?
Edward Jones, with 6 registered advisors in West Lafayette, followed by Banker Investment Group with 3.
How do I check a financial advisor in West Lafayette?
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.