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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.
Lafayette
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
28
non-vetted advisors in your local area. These financial advisors in
Lafayette, Indiana
have an average of
20
years of experience.
NOTE: The list of financial
advisors in
Lafayette, 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
Lafayette, Indiana.
| Qualified Financial Advisors in Lafayette, 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 |
| Vinny McMahon
CFS, CRPC® EDELMAN FINANCIAL ENGINES, LLC 8555 River Road, Suite 350, Indianapolis, IN 46240 |
35 | Not Specified | Not Specified | Fee-Based |
| Scott Garrigus
EDELMAN FINANCIAL ENGINES, LLC 1499 Windhorst Way, Suite 210, Greenwood, IN 46143 |
12 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 5316123
Series 66
Compensation/Fee Fee-Based, Based on Assets, Flat Fee
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.
Qualifications
CRD# 1351750
Firm CRD# 104510
Series 65
Compensation/Fee Fee-Based
Office Location
8555 River Road,
Suite 350,
Indianapolis,
IN
46240
Phone Number
317-806-6005
Assisting clients in achieving their lifelong goals is incredibly rewarding. Outside of work, I spend time with family, stay active and take care of our home.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 5555433
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
1499 Windhorst Way, Suite 210,
Greenwood,
IN
46143
Phone Number
317-851-8417
I have worked in the investments and financial planning field since 2008. I knew I wanted to pursue a career in finance at an early age - both of my parents had careers in banking. I'm outgoing and enjoy helping people achieve their financial goals.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Top Financial Advisor Firms in Lafayette, Indiana (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Gettings Reed Financial
672 Main Street , Suite 300, Lafayette, IN 47901 |
$313,707,477 | 1356 |
A percentage of AUM Hourly charges Fixed fees |
| Capital Advisor Network
925 Mezzanine Drive , Suite C, Lafayette, IN 47905 |
$101,053,540 | 885 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Family Tax & Financial Services Inquire with Family |
2130 Sagamore Parkway North, Lafayette, IN 47904 | 765-464-1680 |
| Lou Fenoglio Inquire with Lou |
415 Columbia Street, Ste 3100, Lafayette, IN 47901 | 765-420-8406 |
| Fifth Third Securities Inquire with Fifth |
3620 South Street, Lafayette, IN 47905 | 765-250-4177 |
| Douglas Amick Inquire with Douglas |
415 Columbia Street, Ste 3100, Lafayette, IN 47901 | 765-420-8409 |
| Fenoglio - Schrader - Stapleton Group - Morgan Stanley Inquire with Fenoglio |
415 Columbia Street, Ste 3100, Lafayette, IN 47901 | 765-420-8404 |
| Caleb Quick Inquire with Caleb |
415 Columbia Street, Ste 3100, Lafayette, IN 47901 | 765-420-8417 |
| Bryan H Stapleton Inquire with Bryan |
415 Columbia Street, Ste 3100, Lafayette, IN 47901 | 765-420-8403 |
| Randall Randy L Wagner Inquire with Randall |
415 Columbia Street, Ste 3100, Lafayette, IN 47901 | 765-420-8410 |
| Jim R Schrader Inquire with Jim |
415 Columbia Street, Ste 3100, Lafayette, IN 47901 | 765-420-8401 |
| Cornerstone Financial Inquire with Cornerstone |
2020 Union Street, Suite 400, Lafayette, IN 47904 | 765-463-0233 |
Grow your AUM with pre-qualified leads!
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