Featured Business Financial Advisor in Carmel, IN
Carmel Financial Advisors
Catalyze Wealth Management
550 Congressional Blvd, Suite 115
Carmel, IN 46032
(317) 577-8233
“Your Life. Your Wealth. Your Plan.”
Advisor Profile
Ryan Veldhuizen
Name:  Ryan Veldhuizen
Phone Number:  (317) 577-8233
Website:  Visit Website

About Catalyze Wealth Management

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We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments.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.
 

General Information

CRD#:    5316123
States Licensed in:    IN
States Willing to do Business in:    Anderson,Arcadia,Atlanta,Beech Grove,Brownsburg,Camby,Carmel,Cicero,Fishers,Fortville,Greenfield,Greenwood,Indianapolis,Ingalls,Lapel,Lebanon,Lizton,Mc Cordsville,New Palestine,Noblesville,Pendleton,Pittsboro,Plainfield,Sheridan,Westfield,Whitestown,Zionsville,Wilkinson
Years of Experience in Financial Services:    12
Number of Years with Current Firm:    1
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Mortgages & Real Estate, Alternative Investments
I can meet clients in the following ways:    Via phone, Via email, At my office, At your home, Video Conference, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66, Series 7
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)
 

Compensation and Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Based on Assets, Flat Fee
 
 
 
Prepared By: Ryan Veldhuizen

© 2012   Retirement Planning   All Rights Reserved. All other trademarks and copyrights are the property of their respective holders.
This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.