Financial advisors in Indiana, PA

34 match · page 1 of 2

Marissa Beatty
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Shannon Sottile
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Arthur Dietz
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Bradley Peterson
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
VerifiedFinancial planning
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Christopher Adams
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
VerifiedFinancial planning
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David Frick
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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David Frick
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Devon Murphy
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Donna Yvanek
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Douglas Steve
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Frank Kinter
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
VerifiedFinancial planning
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Geri Defilippi
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jared Lowry
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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John Kinney
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
VerifiedFinancial planning
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Kurtis Kuyat
Financial advisor at Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD · $18.65B AUM
VerifiedFinancial planning
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Larry Catlos
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Levi Allison
Financial advisor at Signal Advisors Wealth, LLC
Signal Advisors · $1.69B AUM
VerifiedFinancial planning
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Luke Anderson
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Malcolm Polley
Financial advisor at Stratos Wealth Advisors LLC
Stratos Wealth Advisors LLC · $5.57B AUM
VerifiedFinancial planning
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Marshall Dietz
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Melinda Disque
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
VerifiedFinancial planning
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Melissa Herman
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
VerifiedFinancial planning
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Nathanael Arthurs
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
VerifiedFinancial planning
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Nicholas Westrick
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Nolan Stokes
Financial advisor at Signal Advisors Wealth, LLC
Signal Advisors · $1.69B AUM
VerifiedFinancial planning
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Owen Kegel
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Philip Vitalbo
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
VerifiedFinancial planning
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Scott Weber
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Shannon Kimmel
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Shawn Steffee
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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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 Indiana, PA

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 Indiana, PA.

How this list works

Before you hire an advisor in Indiana, PA