Find Top Financial Advisors in Greenwood
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Qualifications of Financial Advisor in Greenwood
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisors in Greenwood, Indiana | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Chris Meador Edelman Financial Engines, LLC |
107 North State Rd, 135 Suite 105, Greenwood, IN 46142 |
(317) 851-8417 |
| Matt Teeple Teeple Wealth Management |
111 East Main St, Brownburg, IN 46112 |
(317) 362-6264 |
| Eric Wasson Edelman Financial Engines, LLC |
8555 River Road, Indianapolis, IN 46240 |
(317) 579-0700 |
| Ryan Veldhuizen Capstone Wealth Advisors |
5875 Castle Creek Parkway, Indianapolis, IN 46250 |
(317) 452-8457 |
Information on Qualified Financial Advisors in Greenwood
Qualifications
CRD# 5577661
FirmCRD# 104510
Series 3, 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
107 North State Rd, 135 Suite 105,
Greenwood,
IN 46142
Phone Number
(317) 8518417
Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Bachelor's degree in Telecommunications from Indiana University. Married to Natalie. They have one child: William. Chris enjoys spending time with his family.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Office Location
111 East Main St,
Brownburg,
IN 46112
Phone Number
(317) 3626264
Matt graduated with high distinction from the Kelley School of Business at Indiana University in Bloomington earning his degree in finance and a minor in economics. In 2008, he earned the Certified Financial Planner designation by completing graduate level coursework in the areas of general financial planning, insurance, investments, and retirement, tax and estate planning and successfully passing the 10-hour comprehensive exam which covered all areas of study. Matt's career in personal finance began in 2004 with the firm A.G. Edwards where he counseled families on a wide variety of financial matters. Prior to founding Teeple Wealth Management, Matt worked for the wealth management firm Oxford Financial Group. While at Oxford, Matt helped counsel a group of affluent clients including Fortune 500 CEOs, high ranking political officials, and numerous other business owners, physicians, and professionals. Most recently, Matt has been honored in five consecutive years by Five Star Professional who designated him as a Five Star Wealth Manager. In 2017, Matt and his firm were selected by Dave Ramsey to participate in Dave's SmartVestor Pro program. This program comes with very exclusive admittance standards, and it is designed to help potential clients who are familiar with Dave Ramsey streamline their advisor selection process. All SmartVestor Pros have been thoroughly vetted by Dave and his team and abide by the type of financial principles that Dave Ramsey so often speaks and writes about.
About Teeple Wealth Management
Teeple Wealth Management is a 100% fee only, completely independent, Registered Investment Advisor (RIA) firm specializing in providing comprehensive wealth management solutions to families and small businesses. As a Certified Financial Planner (CFP), we are trained and able to help you in any of your financial matters whether that be retirement planning, investments, cash flow, risk management, or tax, estate or education planning.
Qualifications
CRD# 3012307
FirmCRD# 104510
Series 4, 7, 9, 10, 24, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
8555 River Road,
Suite 350,
Indianapolis,
IN 46240
Phone Number
(317) 5790700
Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 1997. Successfully completed the Series 4, 7, 9, 10, 24, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Has appeared on various programs for Fox Business and CNBC as well as WISH-TV's Indy Style. Has been quoted in several online resources including the Wall Street Journal, Fox Business, Marketwatch, and More magazine. Has attended every Indianapolis 500 since 1989. Married to Natalie. They have six children: Phillip, Hanna, Adam, Mairin, Owen, and Amelia.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 5316123
Series 7, 66
Compensation/Fee
I am a Fee-Only financial professional, Based on Assets, Flat Fee
Office Location
5875 Castle Creek Parkway,
Suite 290,
Indianapolis,
IN 46250
Phone Number
(317) 4528457
Ryan joined Capstone in 2014 and brings over 10 years of experience leading and serving physicians, executives and business owners through all the important events of their lives. Ryan is driven by a passion for bringing harmony to the many facets of his clients' personal finances so their wealth can be fully leveraged to give them the freedom to pursue their life goals and dreams. His people-first, comprehensive approach matches well with the client-centered philosophy of Capstone. In addition to holding the CERTIFIED FINANCIAL PLANNER (CFP®) designation, Ryan has earned a master's degree in personal financial planning. Ryan is also a graduate of Taylor University with a degree in economics and mathematics and studied international economics at Oxford University in England. As part of Ryan's commitment to ongoing education, he is currently studying for the Special Enrollment Exam (SEE) to broaden his knowledge of the US Tax Code. The SEE is administered by the IRS and grants the privilege to represent taxpayers in front of the IRS for audits, collections and appeals. Ryan, his wife, Kathryn, and their children, live in Carmel, Indiana and are active members of their community. When away from the office, Ryan enjoys coaching, serving in the children?s ministry at his church, playing basketball and tennis, hiking, biking and spending time with his family.
About Capstone Wealth Advisors
At Capstone Wealth Advisors, we do things a little differently. Maybe it's because we're Midwesterners, or because we love solving challenging financial puzzles, or because we honestly care about our clients and their families. Whatever the reasons, our approach, combined with the knowledge, insight, and customized service we provide, has enabled us to maintain a client retention rate that is the envy of our peers. We take great pride in the trusted relationships we've nurtured with our clients over the years, and our experienced team is dedicated to providing objective financial advice to help you achieve your life and wealth goals.
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