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Find Retirement Planners for Retirement Planning in Indiana

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Indiana, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Indiana

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Edward Camp

CFD Investments, Inc

3835 Edison Lakes Parkway Suite 300

Mishawaka, IN 46545

574-273-0803

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Robb A DeJonge

Private Member Group at Notre Dame FCU

2025 Edison Rd
Suite A

South Bend, IN 46637

574-400-4786

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Ryan Veldhuizen

Catalyze Wealth Management

550 Congressional Blvd
Suite 115

Carmel, IN 46032

317-537-7526

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Wesley Kotys

Kotys Wealth Professionals

1111 Glendale Blvd.
Suite 105

Valparaiso, IN 46383

219-465-6924

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Scott Garrigus

Edelman Financial Engines, LLC

1499 Windhorst Way, Suite 210

Greenwood, IN 46143

317-851-8417

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Thomas Beachy

Beachy Wealth Management

3484 Stellhorn Road

Fort Wayne, IN 46815

260-246-5450

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Vinny McMahon

Edelman Financial Engines, LLC

8555 River Road
Suite 350

Indianapolis, IN 46240

317-806-6005

List of Additional Retirement Planners in Indiana*

* Additional advisor listing is provided in partnership with Yext

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Allstate Personal Financial Representative: Dewayne Harding

3811 Southland Ave

Kokomo, IN 46902
765-453-7272

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Black Ink Financial Planning

9933 Dupont Circle Dr. W.
Suite 110

Fort Wayne, IN 46825
260-483-8332

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Kevin Dolen - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Ann M Perri - Morgan Stanley

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-251-9101

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Angela Grabovsky - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

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Bradley V Harrold - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Airey Financial Group

200 West 84th Drive
Suite B

Merrillville, IN 46410
219-650-4050

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Jim Lake - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Atlas Capital Management Corp.

11130 Coldwater Road
Suite 104

Fort Wayne, IN 46845
260-637-2857

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Fifth Third Private Bank - Nancy Martin

251 North Illinois Street

Indianapolis, IN 46204
317-383-2233

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Fifth Third Private Bank - Michael Donovan

57 South Michigan Avenue
Suite

Valparaiso, IN 46383
219-660-4602

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Edward Jones - Financial Advisor: Kyle J Sanders

2015 Allison Lane

Jeffersonville, IN 47130
812-288-2178

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Midwest Financial Group, Inc.

9752 Lantern Road

Fishers, IN 46037
317-570-4400

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The Gundy, Murdock & Etchison Group - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3814

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Sean K Spafford - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-0829

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Kenneth W Lee - Morgan Stanley

1 Main Street
Ste 601

Evansville, IN 47708
812-421-6106

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Ron Hopkins - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7394

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Thomas Tucker - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

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First Financial Bank Trust & Asset Management Brenda Voll

1 First Financial Plaza

Terre Haute, IN 47807
812-238-6212

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Belle Tire

2210 S. State Rd. 46

Terre Haute, IN 47803
812-420-1412

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Brandon Hayes - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

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Pizza Hut

5375 E Dupont Rd

Fort Wayne, IN 46825
260-255-3570

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Goosehead Insurance - Ryan Thiery

250 N Main Street
Ste 10i

Crown Point, IN 46307
219-240-1816

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Goosehead Insurance - Steve Phillips

2680 E Main St
Ste 313

Plainfield, IN 46168
463-777-5440

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Fifth Third Insurance - Julie Hayes Leahy

8335 Keystone Crossing
Suite 106

Indianapolis, IN 46240
502-493-7941

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Fifth Third Insurance - Myron Hobbs

2325 Green Valley Rd.

New Albany, IN 47150
502-493-7949

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Fifth Third Insurance - Ed Witte

8335 Keystone Crossing
Suite 106

Indianapolis, IN 46240
317-224-1318

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Allstate Personal Financial Representative: Howard Gluff

3417 W Bethel Ave
Ste C

Muncie, IN 47304
765-288-8058

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Fifth Third Mortgage - Brian Burke

10595 East US Highway 36

Avon, IN 46123
317-271-2162

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Edward Jones

512 South Main Street

Elkhart, IN 46516
574-295-4616

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CFSC Speedy Check Cashers

3521 Central Avenue

Lake Station, IN 46405
219-962-9670

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CFSC Speedy Check Cashers

1030 East Ridge Road

Griffith, IN 46319
219-923-0900

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CFSC Speedy Check Cashers

803 W. Chicago Avenue

East Chicago, IN 46312
219-398-6922

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Column Capital Advisors

3815 River Crossing Parkway
Suite 340

Indianapolis, IN 46240
317-663-6500

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Thrivent - Third Coast Group

9495 Keilman Street

Saint John, IN 46373
219-627-3371

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David J Gruesser - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7395

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Schneider & Associates - Ameriprise Financial Services, LLC

20 E Camp Ground Rd

Evansville, IN 47710
812-425-3222

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OnPointe Guiding Wealth - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

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Edward Jones - Financial Advisor: Gina Ribota

8415 Kennedy Ave

Highland, IN 46322
219-923-1482

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Edward Jones - Financial Advisor: Steve Rector, AAMS"

2985 S Webster St

Kokomo, IN 46902
765-450-5301

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Edward Jones - Financial Advisor: Dave Lobeck, CAP®

1450 Veterans Pkwy
Suite 150

Jeffersonville, IN 47130
812-282-2647

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Marc A Pellissier - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7379

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Fifth Third Securities - Alexis Gadient

1160 North Main Street

Franklin, IN 46131
317-738-4418

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Jonathan Bostrom - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7323

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NealDun Financial Services

317-559-8835

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Marcus Hester | New York Life Insurance

3100 E. Walnut St

Evansville, IN 47714
812-303-3184

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Fifth Third Private Bank - Ryan Davis

251 North Illinois Street

Indianapolis, IN 46204
317-383-2204

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Edward Jones - Financial Advisor: Amanda A Hedrick, AAMS"

2501 East Market St

Logansport, IN 46947
574-753-3676

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First Financial Bank Trust & Asset Management Andrew Decker

1 First Financial Plaza

Terre Haute, IN 47807
812-238-6233

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First Financial Bank Trust & Asset Management Brandi Hanson

1 First Financial Plaza

Terre Haute, IN 47807
812-238-6490

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Market Street Wealth Management Advisors, LLC

120 South Green Street

Crawfordsville, IN 47933
317-860-1085

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Fifth Third Mortgage - Anthony Lamonaca

1168 North Bluff Road

Greenwood, IN 46142
317-780-5046

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CFSC Speedy Check Cashers

6508 Calumet Avenue

Hammond, IN 46324
219-932-2433

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Christopher P Moore - Ameriprise Financial Services, LLC

6226 Covington Rd

Fort Wayne, IN 46804
260-436-8884

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First Financial Bank Trust & Asset Management Krista Grange

1 First Financial Plaza

Terre Haute, IN 47807
812-238-6234

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Belle Tire

4713 Meijer Ct

Lafayette, IN 47905
765-428-1512

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Kaus Christopher - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1841

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Fifth Third Insurance - Dan Davis

20 Northwest Third Street

Evansville, IN 47708
812-456-2804

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Allstate Personal Financial Representative: Joseph Stout

401 S Indiana St
Ste B

Mooresville, IN 46158
317-831-8786

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Douglas Amick - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8409

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Jason Kimmell - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1828

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Edward Jones - Financial Advisor: Skyler Holifield

4625 S Emerson Ave
Suite C

Indianapolis, IN 46203
317-782-0586

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Maria Galvis

317-770-4122

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Thomas Calkusic - Ameriprise Financial Services, LLC

364 Indian Boundary Rd

Chesterton, IN 46304
219-926-4501

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Creative Financial Centre®

2704 South Goyer Road

Kokomo, IN 46902
800-745-7776

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Vanessa Santiago

866-929-8889

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Luke M. Judson - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-587-8100

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Barney & Pendleton Group

61 Indiana Ave
Suite C

Valparaiso, IN 46383
219-464-4441

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Edward Puglise - Ameriprise Financial Services, LLC

9017 Coldwater Rd
Ste 350

Fort Wayne, IN 46825
260-497-8884

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Len Grabovsky - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

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Hilliard Lyons

389 East Morgan Street
Suite 1

Martinsville, IN 46151
765-349-0247

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Hilliard Lyons

202 South College Avenue

Bloomington, IN 47404
812-332-6333

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The Habig Team - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3177

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Robert Addington CPA

320 North Meridian Street
Suite 619

Indianapolis, IN 46204
317-637-3575

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Michael Haboush CFP, CRPC, LUTCF

67 E. Garner Rd.
Suite 100

Brownsburg, IN 46112
317-286-3637

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Doak Financial LLC

350 Westfield Road
Suite 230

Noblesville, IN 46060
317-674-8174

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First Financial Bank Trust & Asset Management Carol Myers

1 First Financial Plaza

Terre Haute, IN 47807
812-238-6218

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First Financial Bank Trust & Asset Management Jo Ellen McBeth

1 First Financial Plaza

Terre Haute, IN 47807
812-238-6001

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First Financial Bank Trust & Asset Management Jennifer Hanley

1 First Financial Plaza

Terre Haute, IN 47807
812-238-6216

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First Financial Bank Trust & Asset Management Benjamin Dye

1 First Financial Plaza

Terre Haute, IN 47807
812-238-6231

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Holland Financial Group

25 Boone Lane

Mitchell, IN 47446
812-849-2010

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Oak Partners, Inc.

55 West 94th Place

Crown Point, IN 46307
219-795-1000

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Retirement Counseling Services

8465 Keystone Crossing
Suite 195

Indianapolis, IN 46240
317-472-9329

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Comprehensive Retirement Solutions

11595 North Meridian Street
Suite 300

Carmel, IN 46032
317-844-5100

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Keibler & Associates, Inc.

4222 Grantline Rd.

New Albany, IN 47150
812-948-9288

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Family Tax & Financial Services

2130 Sagamore Parkway North

Lafayette, IN 47904
765-464-1680

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Kappell Wealth Strategies

123 North West 4th Street
Suite 301

Evansville, IN 47708
812-437-1583

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Smith & Stuczynski Wealth Advisors

255 N. Alabama Street
Suite 300

Indianapolis, IN 46204
317-284-9600

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Waggoner Miller Wealth Management - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3105

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JBC Companies

10355 Dawsons Creek Boulevard
Suite F

Fort Wayne, IN 46825
866-490-4233

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Scott A Wright, RFC

40 Executive Drive
Suite B

Carmel, IN 46032
317-258-9026

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Fifth Third Insurance - Lenny Hartlage

2325 Green Valley Rd.

New Albany, IN 47150
502-727-4095

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Fifth Third Insurance - Bruce Klineman

8335 Keystone Crossing
Suite 106

Indianapolis, IN 46240
317-224-1305

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CFSC Speedy Check Cashers

71 81st Avenue

Merrillville, IN 46410
219-756-6200

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CFSC Speedy Check Cashers

6814 Indianapolis Blvd.

Hammond, IN 46324
219-844-9432

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Gregg Keele - Ameriprise Financial Services, LLC

3755 E 82nd St
Ste 40

Indianapolis, IN 46240
317-288-5400

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Bryan Baker - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-573-3310

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Jim R Schrader - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8401

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Perry Wealth Management - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7421

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Mark Powers - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

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Andrew Baker - Ameriprise Financial Services, LLC

9017 Coldwater Rd
Ste 350

Fort Wayne, IN 46825
260-497-8884

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Scott Scales - Ameriprise Financial Services, LLC

20 E Camp Ground Rd

Evansville, IN 47710
812-425-3222

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Anthony Gerardot - Ameriprise Financial Services, LLC

2900 E 96th St
Ste A

Indianapolis, IN 46240
317-818-9365

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Edward Jones - Financial Advisor: Brad Martz

125 N 2nd St

Decatur, IN 46733
260-724-2348

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Lake Michigan Group - Morgan Stanley

4100 Edison Lakes Parkway
Suite 200

Mishawaka, IN 46545
574-251-9109

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Synergy Wealth Management - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3113

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Lisa Brown - Ameriprise Financial Services, LLC

6144 N College Ave

Indianapolis, IN 46220
317-251-8910

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WATERMAN FINANCIAL SERVICES

3252 Mallard Cove Lane

Fort Wayne, IN 46804
260-436-6588

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Pickart Insurance Agency Inc.

8750 Broadway
Suite C

Merrillville, IN 46410
219-769-3641

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Mitchell Semans - Ameriprise Financial Services, LLC

12 W Davis St

Hamlet, IN 46532
574-867-1166

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Edward Jones - Financial Advisor: David J Aynes

7382 Business Center Dr

Avon, IN 46123
317-272-3825

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Scott Smith - Ameriprise Financial Services, LLC

205 W Jefferson Blvd
Ste 402

South Bend, IN 46601
574-273-8680

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The Eckerle Metzinger Group - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1832

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Steven Di Renzo - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3112

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Andrew Cornell - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1868

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Ed Rowell - Ameriprise Financial Services, LLC

2900 E 96th St
Ste A

Indianapolis, IN 46240
317-818-9365

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Pete Lougheed - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7340

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Market Street Wealth Management Advisors, LLC

3105 East 98th Street
Suite 170

Indianapolis, IN 46280
317-552-0505

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Indy Dynamic Group - Morgan Stanley

800 E. 96th Street
Suite 400

Indianapolis, IN 46240
317-818-7436

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Edward Brower - Ameriprise Financial Services, LLC

6226 Covington Rd

Fort Wayne, IN 46804
260-436-8884

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Jaimie Shrieve - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1890

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Belle Tire

2626 US 52 W

West Lafayette, IN 47906
765-588-5188

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Jason J Zoch - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8735

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Kiddie Academy of Munster

10419 Calumet Court

Munster, IN 46321
219-595-8400

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CFSC Speedy Check Cashers

4705 Calumet Avenue

Hammond, IN 46327
219-932-6669

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FEF Wealth Partners - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1847

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Seth S Yudes - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7403

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Club Pilates

10895 N Michigan Road

Zionsville, IN 46077
317-572-8704

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Gobel Financial, Inc.

853 N. Warpath Drive

Milan, IN 47031
812-654-1627

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Kevin Klingerman - Morgan Stanley

401 Wabash Avenue

Terre Haute, IN 47807
812-231-1805

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CLN Financial

409 East Cook Road
Suite 150

Fort Wayne, IN 46825
260-426-1832

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Strouse Wealth Advisors

203 Main Street
Suite 105

Evansville, IN 47708
812-402-1300

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Cornerstone Financial

2020 Union Street
Suite 400

Lafayette, IN 47904
765-463-0233

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Collier Financial

4509 Maplecrest Road

Fort Wayne, IN 46835
260-493-3930

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Steven Young, CIMA, CFP, CEPA - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1830

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Allstate Personal Financial Representative: Donna Petri

8345 Clearvista Pl
Unit 200

Indianapolis, IN 46256
317-268-2688

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Steve Sandkuhler - Ameriprise Financial Services, LLC

6226 Covington Rd

Fort Wayne, IN 46804
260-436-8884

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Nicholas Davis - Ameriprise Financial Services, LLC

20 E Camp Ground Rd

Evansville, IN 47710
812-425-3222

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One Resource Financial Consultants

7337 West Jefferson Boulevard
Suite 100

Fort Wayne, IN 46804
260-478-0680

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Allstate Personal Financial Representative: Erick Keirn

5721 Covington Rd

Fort Wayne, IN 46804
260-564-0117

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Joseph Kaiser - Ameriprise Financial Services, LLC

6249 S East St
Ste H

Indianapolis, IN 46227
800-889-9964

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Murphy Wealth Management

334 West US Highway 30
Suite A

Valparaiso, IN 46385
219-510-5069

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LPL Financial: Robert Dragani

615 W. Jefferson Street

Plymouth, IN 46563
574-936-6071

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Randall "Randy" L Wagner - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8410

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Linda Stover - Ameriprise Financial Services, LLC

1508 Calumet Ave

Valparaiso, IN 46383
219-462-6687

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Joseph Miller - Ameriprise Financial Services, LLC

5750 Coventry Ln
Ste 110

Fort Wayne, IN 46804
260-969-6962

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Jehl & Kreilach Financial Management

6209 Constitution Dr.

Fort Wayne, IN 46804
260-420-0268

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Trible Financial Company

2231 West Franklin Street

Evansville, IN 47712
812-473-9958

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Marc Klein - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Eric Bilitz - Ameriprise Financial Services, LLC

3925 River Crossing Pkwy
Ste 140

Indianapolis, IN 46240
317-218-2639

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LPL Financial

8819 Sugar Pine Pointe

Indianapolis, IN 46256
317-809-0159

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Networth Advisors Inc

123 South 5th Street

Goshen, IN 46528
317-689-7413

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Financial Concepts

3706 Lake City Highway

Warsaw, IN 46580
574-269-2410

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Philip Christner - Ameriprise Financial Services, LLC

3755 E 82nd St
Ste 40

Indianapolis, IN 46240
317-288-5400

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Robert E Smith - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7353

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Strong Retirement Income Solutions

3905 Vincennes Road
Suite 505

Indianapolis, IN 46268
317-852-9774

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SDM Investments, LLC

6111 Harrison Street
Suite 130

Merrillville, IN 46410
888-988-0858

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James H Dunn - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7319

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Financial Partners, Inc.

1801 East Bristol Street

Elkhart, IN 46514
574-264-0621

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Vince A. Pollard - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7355

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Windsor Wealth Management

500 East 96th Street
Suite 450

Indianapolis, IN 46240
317-848-3005

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Melissa Eikens - Ameriprise Financial Services, LLC

800 E Jefferson Blvd

South Bend, IN 46617
574-277-7500

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Zachary Albers - Ameriprise Financial Services, LLC

1508 Calumet Ave

Valparaiso, IN 46383
219-462-6687

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Complete Retirement Solutions

11472 Lake Stonebridge Lane

Fishers, IN 46037
317-431-7734

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Credent Wealth Management

112 East 7th Street

Auburn, IN 46706
260-927-1830

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FSA Advisors LLP

5348 West Vermont Street
Suite 100

Indianapolis, IN 46224
317-243-8016

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Gregory A Strintz - Morgan Stanley

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-251-9103

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Noel H Sawada - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1116

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Prosperity Financial

419 W. Second St.

Seymour, IN 47274
812-522-3180

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Spencer Financial Strategies

3815 River Crossing Parkway
Suite 100

Indianapolis, IN 46240
317-566-2050

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Sisk & Associates

756 North Main Street
Suite A

Crown Point, IN 46307
708-228-4616

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Allstate Personal Financial Representative: J. Brett Butler

5010 Davis Lant Dr
Ste 3

Evansville, IN 47715
812-402-3300

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Edward Jones - Financial Advisor: Jessica L Blumenfeld

401 Washington St
Suite B

Michigan City, IN 46360
219-221-6461

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Michael Mullen - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7321

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Morgan Stanley Financial Advisors

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-233-9400

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Jason Rush - Ameriprise Financial Services, LLC

217 E Southway Blvd
Ste 105

Kokomo, IN 46902
765-453-3648

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Jeffrey Hodges - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Ed Muir - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Robert Wales - Ameriprise Financial Services, LLC

735 E Main St

Richmond, IN 47374
765-962-1761

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Karin Veatch - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1843

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Reimbold & Anderson - Ameriprise Financial Services, LLC

5750 Coventry Ln
Ste 110

Fort Wayne, IN 46804
260-432-3235

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Chris Cook - Ameriprise Financial Services, LLC

217 E Southway Blvd
Ste 105

Kokomo, IN 46902
765-453-3648

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Graig A Huber - Ameriprise Financial Services, LLC

6249 S East St
Ste H

Indianapolis, IN 46227
800-889-9964

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Brian Deckard - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7329

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Wellington Group - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3031

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Shirley Myers - Ameriprise Financial Services, LLC

511 E Colfax Ave

South Bend, IN 46617
574-234-0023

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Onajh Porter - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
312-827-6597

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Edward F Camp, CFP, CLU, ChFC

3900 Edison Lakes Pkwy
# 103

Mishawaka, IN 46545
574-273-0803

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Lawrence Turow - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

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Lou Fenoglio - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8406

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The Stapleton Fox Group - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8723

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Foster, Pike & Associates - Ameriprise Financial Services, LLC

10333 N Meridian St
Ste 120

Indianapolis, IN 46290
317-564-0404

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Wild Bill's Tobacco

5331 N. Main St.

Mishawaka, IN 46545
574-217-7276

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Jennifer Kingston - Ameriprise Financial Services, LLC

225 N Buffalo St

Warsaw, IN 46580
574-269-3386

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Gateway Investment Services

201 Clifty Drive

Madison, IN 47250
812-273-9149

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Edward Jones

101 North Street

Loogootee, IN 47553
812-295-9446

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Lauren Doodeman - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Brian J. Elliott - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8754

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Rudy Saldivar - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

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David Kotecki - Ameriprise Financial Services, LLC

515 Park Place Cir
Ste 300

Mishawaka, IN 46545
574-243-2673

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First Financial Bank Trust & Asset Management Tammy Evinger

1 First Financial Plaza

Terre Haute, IN 47807
812-238-6386

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Steve Pischalko - Ameriprise Financial Services, LLC

515 Park Place Cir
Ste 300

Mishawaka, IN 46545
574-243-2673

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Tracie Luley - Ameriprise Financial Services, LLC

9017 Coldwater Rd
Ste 350

Fort Wayne, IN 46825
260-497-8884

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Caleb Quick - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8417

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Kurt Willard - Ameriprise Financial Services, LLC

20 E Camp Ground Rd

Evansville, IN 47710
812-425-3222

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Spectrum Wealth Management

600 East 96th Street
Suite 130

Indianapolis, IN 46240
317-663-5600

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Eric Olimb - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Thomas Dranger - Ameriprise Financial Services, LLC

1496 Pope Ct
Ste 3

Chesterton, IN 46304
219-226-0800

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Scott Maskel - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7437

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First Command Financial Advisor - Ernesto Hernandez

50 E. 91st St
Ste 317

Indianapolis, IN 46240
317-734-7789

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Mary Haluska - Ameriprise Financial Services, LLC

1401 E Greenwood Ave
Ste 400

Crown Point, IN 46307
219-662-2779

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Robert Kruse - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8750

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Jennifer Casten-Juhl - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

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Laura McMahon - Ameriprise Financial Services, LLC

3755 E 82nd St
Ste 40

Indianapolis, IN 46240
317-288-5400

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Allstate Personal Financial Representative: Frank Sakich

2001 W Glen Park Ave

Griffith, IN 46319
219-924-4242

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Allstate Personal Financial Representative: Michael Kotys

334 W US Highway 30
Ste E

Valparaiso, IN 46385
219-379-5101

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Vuoch Tan Minnich - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

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Ryan Hayes - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

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Matthew Reynolds - Ameriprise Financial Services, LLC

409 E Cook Rd
Ste 300

Fort Wayne, IN 46825
260-485-0403

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Dennis Zimmerman - Ameriprise Financial Services, LLC

1102 Chestnut Hills Pkwy
Ste 102

Fort Wayne, IN 46814
260-271-1050

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Muir Hodges Doodeman Wealth Advisors - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Brian Guy - Morgan Stanley

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-251-9107

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Andrew Thacker - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

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Andrew Tiplick - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

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Don White - Ameriprise Financial Services, LLC

364 Indian Boundary Rd

Chesterton, IN 46304
219-926-3515

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Elizabeth Holtzman - Ameriprise Financial Services, Inc.

6226 Covington Rd

Fort Wayne, IN 46804
260-436-8884

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Edward Jones - Financial Advisor: Robert T Rockwell

931 Ridge Rd
Suite D

Munster, IN 46321
219-836-2538

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Sandy Wilcox - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8720

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Joseph R Kelley - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8753

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Thomas Foster - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7342

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Edward Jones - Financial Advisor: Steven Smead

1180 E Summit Street

Crown Point, IN 46307
219-663-4991

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William R Stamper - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7327

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Armando J Espinoza - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7382

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Hartman Investment Group

710 Goodwin Place

Kendallville, IN 46755
260-242-5895

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David B. Graham, Jr. - Morgan Stanley

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-251-9115

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Steve Blomberg - Ameriprise Financial Services, Inc.

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

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Edward Jones

16285 State Road 23

South Bend, IN 46635
574-277-7025

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Edward Jones - Financial Advisor: Bradley S Sabelhaus, AAMS"

23 Motif Blvd
Suite 304 W

Brownsburg, IN 46112
317-858-5914

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Michael K Jones - Ameriprise Financial Services, LLC

4440 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-243-8096

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Nathalie Mastouri - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7352

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Skelton Wealth Management - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1823

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Jimmy Pike - Ameriprise Financial Services, LLC

10333 N Meridian St
Ste 120

Indianapolis, IN 46290
317-564-0404

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Danielle Guerra - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1842

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Bryan H Stapleton - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8403

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Greg Barcus - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7312

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Morgan Stanley Financial Advisors

401 Wabash Avenue

Terre Haute, IN 47807
812-232-1144

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Brian Austin - Ameriprise Financial Services, LLC

2900 E 96th St
Ste A

Indianapolis, IN 46240
317-818-9365

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Indianapolis, IN Private Wealth Management - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
800-469-4639

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Daniel Arnold - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3113

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Todd Larson - Ameriprise Financial Services, LLC

409 E Cook Rd
Ste 300

Fort Wayne, IN 46825
260-485-0403

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Eagle Flight Wealth Management

1917 West Royale Drive

Muncie, IN 47304
765-288-1927

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Maria Goyena

866-929-8889

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Blue Sky Financial Partners

2400 Cumberland Drive
Suite A

Valparaiso, IN 46383
219-548-9370

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Joyce Foster - Ameriprise Financial Services, LLC

10333 N Meridian St
Ste 120

Indianapolis, IN 46290
317-564-0404

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Rachel Orlando - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3817

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Anthony Jung - Ameriprise Financial Services, Inc.

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

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Mark Nicholson - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

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Edward Jones - Financial Advisor: Brandon Gaynor

435 Main Street

Tell City, IN 47586
812-547-6446

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Joe Mercer - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8749

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Anastacia Young, CFP ?, CEPA ? - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1873

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Edward Jones - Financial Advisor: Tom Dinges, AAMS"

833 W Lincoln Hwy
Suite 315E

Schererville, IN 46375
219-865-9702

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Neil Stowe - Ameriprise Financial Services, LLC

8859 High Pointe Dr

Newburgh, IN 47630
812-858-7526

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Tim J Meister - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

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Allstate Personal Financial Representative: Charles Babica

2664 Willowcreek Rd
Ste A

Portage, IN 46368
219-850-4168

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Prosperity Financial Advisors, LLC

5570 Pebble Village Lane
Suite 200

Noblesville, IN 46062
317-454-0959

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Patricia M Austgen - Ameriprise Financial Services, LLC

833 W Lincoln Hwy
Ste 118W

Schererville, IN 46375
219-865-2277

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First Command Financial Advisor - Kal Owen

50 E. 91st St
Ste 317

Indianapolis, IN 46240
317-734-7789

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C. Matthew Fox - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8723

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Daniel Hintz - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1814

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Edward Jones - Financial Advisor: Jim Bennett

48 W Main St
Suite A

New Palestine, IN 46163
317-623-5673

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Eric Farley - TIAA Wealth Management Advisor

2325 Pointe Parkway
Suite 100

Carmel, IN 46032
877-267-4507

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The Grossman Wealth Advisor Group - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7349

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Jason Rasp - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1808

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Alexis Woodward - Blend Wealth

12052 Old Stone Drive

Indianapolis, IN 46236
317-854-5656

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Fifth Third Preferred - Eric Faulkenberry

1 Batesville Shopping Village

Batesville, IN 47006
812-934-0448

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Lewis Wealth Management

1905 South New Market St.
Ste 156

Carmel, IN 46032
317-503-3680

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Edward Jones - Financial Advisor: Patrick M Spence

811 Indiana Ave

La Porte, IN 46350
219-369-4911

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Fifth Third Securities - Andres Salamanca

5925 Illinois Road

Fort Wayne, IN 46804
260-247-7455

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Terry Allen Dirrim - Morgan Stanley

4100 Edison Lakes Pkwy
Ste 200

Mishawaka, IN 46545
574-251-9109

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Edward Jones - Financial Advisor: Bryan J Eakle

10848 Rose Ave
Suite 1

New Haven, IN 46774
260-748-2507

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Fenoglio - Schrader - Stapleton Group - Morgan Stanley

415 Columbia Street
Ste 3100

Lafayette, IN 47901
765-420-8404

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Richard Callaway - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7360

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MaryBeth Walker - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1850

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ST.CHARLES/CAHILL Group - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7357

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James P Roederer - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7390

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New Legacy Wealth Management

222 West 2nd Street

Seymour, IN 47274
812-271-1880

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The Churchman Group - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8744

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Joseph M Olexa Jr. - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7418

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First Command Financial Advisor - Patricia Allen

50 E. 91st St
Ste 317

Indianapolis, IN 46240
317-734-7789

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Dan Schlegelmilch - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7425

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Peter J Schueth - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8718

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Allstate Personal Financial Representative: David Hoffman

4304 Flagstaff Cv

Fort Wayne, IN 46815
260-466-9100

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Mishawaka, IN Branch Office - UBS Financial Services Inc.

4330 Edison Lakes Parkway
Suite B

Mishawaka, IN 46545
800-686-2594

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Thomas A Foster - Morgan Stanley

401 Wabash Avenue

Terre Haute, IN 47807
812-231-1822

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Edward Jones - Financial Advisor: Heath Johnson, AAMS"

1712 Central Avenue

Columbus, IN 47201
812-378-0022

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Eric Oatman - Ameriprise Financial Services, LLC

724 Green Blvd

Aurora, IN 47001
812-584-1498

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Raymond Byers - UBS Financial Services Inc.

4330 Edison Lakes Parkway
Suite B

Mishawaka, IN 46545
574-247-2810

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Peter Gundy - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3814

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Thomas Farr - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7384

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Edward Jones - Financial Advisor: John Hayden, AAMS"

723 Washington Street

Columbus, IN 47201
812-378-0475

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Summit Consultants, Inc.

7912 Carnegie Boulevard

Fort Wayne, IN 46804
260-432-8480

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Stephen Duning - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

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George Kempf - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1865

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Michael Goelz - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7328

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Allstate Personal Financial Representative: Richard Pollert

1427 Washington St
Ste A

Columbus, IN 47201
812-378-0120

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Mary Townsend - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1838

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Brian Kowalevsky - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8741

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Allstate Personal Financial Representative: Roy Lederman

718 Adams St
Ste B

Carmel, IN 46032
317-844-4683

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Rick Pflueger - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8710

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Edward Jones - Financial Advisor: Kenny Williams

5933 W State Rd 46

Bloomington, IN 47404
812-876-3132

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Daniel Latimer - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1876

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Robert W Best - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8746

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Darin Etchison - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3816

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Mark Linden - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7364

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Indianapolis, IN Branch Office - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-0800

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John Reimbold - Ameriprise Financial Services, LLC

5750 Coventry Ln
Ste 110

Fort Wayne, IN 46804
260-432-3235

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Aimee Davis - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3090

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Edward Jones - Financial Advisor: Matt Karner

2159 Glebe St
Suite 150

Carmel, IN 46032
317-571-0522

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Matthew Derado - Ameriprise Financial Services, LLC

8900 Keystone Crossing
Ste 400

Indianapolis, IN 46240
317-853-1100

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The Reddington Team - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1816

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Jay D Jacobs - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

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Douglas Gehrke - Ameriprise Financial Services, LLC

401 E Jefferson St
Ste 100

Plymouth, IN 46563
574-936-2571

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Paul Ackermann - Ameriprise Financial Services, LLC

501 Pennsylvania Pkwy
Ste 200

Carmel, IN 46280
317-844-6441

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Paul Johnson - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1800

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Allen Wealth Management Team - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1840

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Latimer and Kimmell Wealth Management Group - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-816-1876

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Compass Financial Group - Ameriprise Financial Services, LLC

7517 Eagle Crest Blvd

Evansville, IN 47715
812-477-5520

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Edward Jones - Financial Advisor: Adam P Renbarger, AAMS"

11848 Olio Rd
Suite 100

Fishers, IN 46037
317-594-0412

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Laszlo Rigsby Advisory

200 East 80th Place
Suite 200

Merrillville, IN 46410
219-961-2526

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Jason Murdock - UBS Financial Services Inc.

8801 River Crossing Blvd
4th Floor

Indianapolis, IN 46240
317-706-3815

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Impact Financial Group - Ameriprise Financial Services, LLC

8945 N Meridian St
Ste 200

Indianapolis, IN 46260
317-208-2688

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William Shinn - UBS Financial Services Inc.

200 East Main Street
Suite 900

Ft. Wayne, IN 46802
260-421-3110

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Waggoner Group - UBS Financial Services Inc.

200 East Main Street
Suite 900

Fort Wayne, IN 46802
260-421-3138

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Steve Stapleton - Morgan Stanley

111 Monument Circle
Suite 3100

Indianapolis, IN 46204
317-263-8722

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Elizabeth Eckert - Morgan Stanley

800 East 96 St
Ste 400

Indianapolis, IN 46240
317-818-7381