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Brea Nicole Morrison Dantin

PROCOURSE FIDUCIARY ADVISORS, LLC·CARMEL, Indiana
Unclaimed Profile
571 MONON BLVD, CARMEL, IN 46032CRD# 4430268Firm CRD# 164328
01

About

Brea Nicole Morrison Dantin is a registered financial advisor based in CARMEL, Indiana, affiliated with PROCOURSE FIDUCIARY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PROCOURSE FIDUCIARY ADVISORS, LLC
MJ RETIREMENT
AUM
$4.4B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at PROCOURSE FIDUCIARY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4430268
Firm CRD# 164328
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brea Nicole Morrison Dantin offer?
Brea Nicole Morrison Dantin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.
What are Brea Nicole Morrison Dantin's credentials?
Brea Nicole Morrison Dantin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brea Nicole Morrison Dantin located?
Brea Nicole Morrison Dantin is based in CARMEL, Indiana, working with PROCOURSE FIDUCIARY ADVISORS, LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Brea Nicole Morrison Dantin charge for services?
Brea Nicole Morrison Dantin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROCOURSE FIDUCIARY ADVISORS, LLC?
PROCOURSE FIDUCIARY ADVISORS, LLC has approximately 11 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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