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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Greenwood
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
20
non-vetted advisors in your local area. These financial advisors in
Greenwood, Indiana
have an average of
13
years of experience.
NOTE: The list of financial
advisors in
Greenwood, Indiana
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Greenwood, Indiana.
| Qualified Financial Advisors in Greenwood, Indiana | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Ryan Veldhuizen
CFP® CATALYZE WEALTH MANAGEMENT 550 Congressional Blvd, Suite 115, Carmel, IN 46032 |
13 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 5316123
Firm CRD# 300078
Series 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
550 Congressional Blvd,
Suite 115,
Carmel,
IN
46032
Phone Number
317-537-7526
Drawing on over a decade of experience serving clients, Ryan helps you coordinate and prioritize your life and wealth goals to help you confidently catalyze financial freedom. Through your Atomic Plan, Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions. Ryan is a CERTIFIED FINANCIAL PLANNER™ and graduate of Taylor University with a degree in Economics and Mathematics. He holds a master's degree in Personal Financial Planning and has also studied International Economics at Oxford University in England. Ryan, his wife, Kathryn, and their three kids live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the children's ministry at his family's church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West.
To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals. This not only requires the coordination of a team of experts, but also requires leveraging the latest technology to provide you with the ongoing insights, tools, and actionable advice you need to optimize your time and pursue your life goals with confidence. We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments. The comprehensive services we provide and our fee model reflect this reality. You can learn more about the Catalyze team and the expertise we bring to your unique situation on our website.
Top Financial Advisor Firms in Greenwood, Indiana (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| FINANCIAL PLANS & STRATEGIES, INC.
375 N. Madison Avenue, Greenwood, IN 46142-3636 |
$620,257,856 | 1686 |
A percentage of AUM Hourly charges Fixed fees |
| BISCHOFF WEALTH MANAGEMENT GROUP, LLC
107 North State Road 135 , Suite 207, Greenwood, IN 46142 |
$208,299,291 | 707 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Albert D Rahman Inquire with Albert |
484 W Main St, Greenwood, IN 46142 | 317-888-8220 |
| Shawna Ballard Inquire with Shawna |
435 E Main St, Ste 175, Greenwood, IN 46143 | 317-497-3665 |
| Fifth Third Securities Inquire with Fifth |
801 West Smith Valley Road, Greenwood, IN 46142 | 317-215-6558 |
| Fifth Third Preferred Inquire with Fifth |
106 North State Route 135, Greenwood, IN 46142 | 317-887-5140 |
| Fifth Third Mortgage Inquire with Fifth |
1168 North Bluff Road, Greenwood, IN 46142 | 317-780-5046 |
| Edward W Ochoa Inquire with Edward |
484 W Main St, Greenwood, IN 46142 | 317-884-8938 |
| Allstate Personal Financial Representative: John Bontrager Inquire with Allstate |
395 S State Road 135, Greenwood, IN 46142 | 317-888-3200 |
| Bischoff Wealth Inquire with Bischoff |
107 North State Road 135, Suite 207, Greenwood, IN 46142 | 317-851-9718 |
| Edward Jones Inquire with Edward |
1638 W Smith Valley Rd, Ste A, Greenwood, IN 46142 | 317-535-9567 |
| Edward Jones Inquire with Edward |
640 US Hwy 31 S, Suite B, Greenwood, IN 46142 | 317-888-0848 |
Grow your AUM with pre-qualified leads!
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