Financial advisors in Bloomington, IN

20 match

Aubrey Williams
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Teders
Financial advisor at &Partners
&Partners · $30.27B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Kroll
Financial advisor at 1834 Investment Advisors Co.
1834 Investment Advisors Co. · $2.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Derek Grimmer
Financial advisor at Hurlow Wealth Management Group, Inc.
Hurlow Wealth Management Group, Inc. · $794.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Douglas Ummel
Financial advisor at Wellington Investment Advisors
Wellington Investment Advisors · $261.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eldon McCabe
Financial advisor at Hurlow Wealth Management Group, Inc.
Hurlow Wealth Management Group, Inc. · $794.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gordon Nesbit
Financial advisor at Hurlow Wealth Management Group, Inc.
Hurlow Wealth Management Group, Inc. · $794.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ian Essling
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Spore
Financial advisor at Lasalle St. Investment Advisors, L.l.c.
Lasalle St. Investment Advisors, L.l.c. · $5.74B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeremy Zeichner
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Laughlin
Financial advisor at Laughlin Financial LLC
Laughlin Financial LLC · $200.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua James
Financial advisor at Oneamerica Securities, Inc.
Oneamerica Securities, Inc. · $306.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Adams
Financial advisor at Dbs Investment Advisers, LLC
Dbs Investment Advisers, LLC · $280.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Krugman
Financial advisor at Wellington Investment Advisors
Wellington Investment Advisors · $261.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Carson
Financial advisor at Hurlow Wealth Management Group, Inc.
Hurlow Wealth Management Group, Inc. · $794.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ronald Deinlein
Financial advisor at Mosaic Wealth Management LLC
Mosaic Wealth Management LLC · $285M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Savanah Whittaker
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Fortune
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Theresa Kest
Financial advisor at Hurlow Wealth Management Group, Inc.
Hurlow Wealth Management Group, Inc. · $794.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Verhagen
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®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 Bloomington, 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.

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Financial advisors in Bloomington, IN.

How this list works

Before you hire an advisor in Bloomington, IN