Financial advisors in Auburn, IN

72 match · page 1 of 3

Adam Gottschalk
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
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Adam Spence
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Albert Kaufman
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Mayer
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brad Michels
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Lipper
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Foster
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Hefty
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Tracey
Financial advisor at Pathway Financial Advisers, LLC
Pathway Financial Advisers, LLC · $524.2M AUM
CFP®VerifiedFinancial planning
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Douglas Lockwood
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Tulloch
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Betlach
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joel Macyauski
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Ruzza
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph D'amico
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Layton Ginder
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Vandevelde
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rebecca Kindig
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott McCandless
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Knippa
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Williams
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alisha Norris
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Renninger
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Smith
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Picerni
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Austin Miller
Financial advisor at Pathway Financial Advisers, LLC
Pathway Financial Advisers, LLC · $524.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin McBride
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Blake Scheer
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bo Potter
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brady McBride
Financial advisor at Cx Institutional, LLC
Cx Institutional, LLC · $4.46B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Auburn, IN

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Auburn, IN.

How this list works

Before you hire an advisor in Auburn, IN