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Qualifications of Financial Advisor in Indianapolis

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Financial Advisors in Indianapolis, Indiana
Financial Advisor Office Location Phone Number
Ryan Veldhuizen
Capstone Wealth Advisors
5875 Castle Creek Parkway,
Indianapolis, IN  46250
(317) 452-8457
Eric Wasson
Edelman Financial Engines, LLC
8555 River Road,
Indianapolis, IN  46240
(317) 579-0700
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
Daniel Reichart
EVIA Investment Advisors, LLC
802 Mulberry Street,
Noblesville, IN  46060
(855) 800-0825

Information on Qualified Financial Advisors in Indianapolis

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.



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# 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# 1868812
FirmCRD# 171453
Series 6, 7, 8, 23, 63, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Hourly


Office Location 802 Mulberry Street,
Suite GB-8,
Noblesville,
IN 
46060
Phone Number (855) 8000825

Dan Reichart is the president of EVIA Investment Advisors. He holds a degree in History from Indiana University and an MBA from Ball State University. Dan has spent several years working with other investment professionals and their clients, to help demystify the investment process and improve the investing experience. Most recently, he led the investment advisory division of a nationally known insurance company. Drawing upon nearly 30 years in the financial services business, Dan founded EVIA Investment Advisors with the goal of helping clients develop a successful long-term investment program, customized to their specific needs.

About EVIA Investment Advisors, LLC

EVIA Investment Advisors (EVIA) is a fee-based firm, specializing in dividend growth investing. Because we use individual securities, we can customize every portfolio to meet the specific needs of every client. At EVIA, we pride ourselves on being there when our clients need us and building relationships that last. No matter what you want your money to do for you, EVIA can help you define, plan for and achieve your financial goals.



List of Additional Financial Advisors in or around Indianapolis, Indiana
City Securities Corporation Indianapolis, IN
Trust Investment Advisors Indianapolis, IN