Find a CFP® Professional

Search Results

For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Michael J. Wiederkehr, CFP®

Old National Bank
(812) 437-5288

1 Main St
Old National Wealth Management
Evansville, IN 47708-1464
View on Map
(812) 464-1403

Compensation Method: Salary
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Ron S. Hopkins, CFP®

Morgan Stanley Wealth Management
(317) 985-2680

800 E 96th St Ste 800
Indianapolis, IN 46240-3770
View on Map
(317) 843-5001

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: French, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
John W. Guy, CFP®

Wealth Planning & Management,
(317) 228-0800

PO Box 40994
Indianapolis, IN 46240-0994
View on Map
(317) 228-0800

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning

Contact
James Mason Hughes, CFP®

JP Morgan Private Wealth Group
(317) 416-8929

1 East Ohio St
17th Floor
Indianapolis, IN 46277-0001
View on Map
(317) 416-8929

Compensation Method: Salary
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Debt Management, Divorce Issues, Education Planning

Contact
Matthew D. Jarvis, CFP®

Valeo Financial Advisors, LLC
(317) 917-7777

9450 N. Meridian St
Suite 300
Indianapolis, IN 46260-1326
View on Map

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Douglas J. Hoover, CFP®

Strategic Financial Group, LLC
(219) 945-0002

101 E 90th Dr
Merrillville, IN 46410-7161
View on Map
(219) 736-8902

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Jason R Hessler, CFP®

1st Source Bank
(574) 522-8761

131 E. Franklin Suite 17
Elkhart, IN 46516-3667
View on Map
(574) 522-8761

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Estate Planning, General Financial Planning, Government and Military

Contact
Karen S. Blesch, CFP®

Peter F. Murphy, CPA & Murphy Wealthcare, LLC
(812) 454-8863

1040 N Main St
Huntingburg, IN 47542-1050
View on Map
(812) 683-3110

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning

Contact
Thomas Foster, CFP®

Morgan Stanley Smith Barney
(812) 231-1822

401 Wabash Ave
Terre Haute, IN 47807-3215
View on Map
(812) 231-1822

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Retirement Income Management

Contact
David B. Stocker, CFP®

Wealth Strategies Inc
(765) 289-3366

207 N High St
Muncie, IN 47305-1617
View on Map
(765) 289-3366

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Jim G. Burger, CFP®

Old National Wealth Management
(812) 867-7718

PO Box 207
Evansville, IN 47702-0207
View on Map
(812) 461-9205

Compensation Method: Fee Only
Minimum Investable Assets: $350,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning, Wealth Management

Contact
Michael J. Mathews, CFP®

Northwestern Mutual Life
(317) 818-2638

500 E 96th St Ste 125
Indianapolis, IN 46240-3772
View on Map
(317) 818-2638

Compensation Method: Commission and Fee
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Thao L. Ta, CFP®

Ameriprise Financial
(317) 818-9365

3850 Priority Way S. Drive
Ste. 118
Indianapolis, IN 46240-3813
View on Map
(317) 818-9365

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: Vietnamese, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Long-Term Care, Retirement Planning, Tax Planning

Contact
P. Richard Evans, CFP®

Valeo Financial Advisors, LLC
(317) 218-6000

9450 North Meridian Street
Suite 300
Indianapolis, IN 46260-1326
View on Map
(317) 218-6000

Compensation Method: Fee Only
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning

Contact
Michael A Sullivan, CFP®

LPL Financial
(317) 731-5285

911 E 86th St
Suite 10
Indianapolis, IN 46240-1850
View on Map
(317) 731-5285

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Jeremy M. Sickles, CFP®

Fifth Third Securities, Inc
(502) 550-6322

3401 Grant Line Rd
New Albany, IN 47150-2149
View on Map
(502) 550-6322

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Education Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management

Contact
Julie A. Burenga, CFP®

Jehl & Kreilach Financial Mana
(419) 232-4284

116 E Berry St
Ste 800
Fort Wayne, IN 46802-2407
View on Map
(260) 420-0268

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Katherine G. Grusy, CFP®

Edward Jones Investments
(574) 875-1541

21767 Omega Ct Ste B
Goshen, IN 46528-7809
View on Map
(574) 875-1541

Compensation Method: Commission Only
Minimum Investable Assets: $150,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Long-Term Care

Contact
Matthew John Derado, CFP®

Ameriprise
(317) 844-6441 x5362

501 Pennsylvania Pkwy Ste 200
Indianapolis, IN 46280-0014
View on Map
(317) 844-6441

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Employee and Employer Plan Benefits, Retirement Planning, Tax Planning

Contact
James R. Johnson, CFP®

WealthPlan Strategies, LLC
(317) 569-7602

6035 Gladden Dr
Indianapolis, IN 46220-2567
View on Map
(317) 569-7602

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Estate Planning, Insurance Planning

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
  10. Next

    © 2012 Certified Financial Planner Board of Standards, Inc. All Rights Reserved.
    1425 K Street NW #500, Washington, DC 20005 | phone: 800-487-1497 (Toll-Free) / 202-379-2200 | fax: 202-379-2299 | mail@cfpboard.org

     
    X

    We welcome your feedback and invite you to complete a brief 5-question survey to help us improve your experience on CFP.net.

    It's easy to participate and will take less than 2 minutes:

    Click the "Yes" button below to continue your visit on CFP.net as intended. When finished, simply retrieve and complete the questionnaire that will appear in a new browser window.