Unclaimed Profile

Grady J. Gaynor

INDIE ASSET PARTNERS, LLC·CARMEL, Indiana

Series 7, Series 24, Series 66Clean record24 years registeredINDIE ASSET PARTNERS, LLC

10585 NORTH MERIDIAN STREET, CARMEL, IN 46290CRD# 4098375Firm CRD# 154503

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Grady J. Gaynor · CARMEL, IN

Registration

CRD #4098375 · INDIE ASSET PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

INDIE ASSET PARTNERS, LLC

Sep 2010 – present

LPL FINANCIAL CORPORATION

Feb 2005 – Oct 2010

CARMEL, IN

RAYMOND JAMES FINANCIAL SERVICES

Apr 2002 – Feb 2005

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · April 18, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDIE ASSET PARTNERS, LLC

CRD 154503 · SEC 801-71728

AUM

$792M

Regulatory assets under management

Employees

821 client accounts

Services offered by INDIE ASSET PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at INDIE ASSET PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Grady J. Gaynor offer?

Grady J. Gaynor specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.

What are Grady J. Gaynor's credentials?

Grady J. Gaynor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Grady J. Gaynor located?

Grady J. Gaynor is based in CARMEL, Indiana, working with INDIE ASSET PARTNERS, LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.

How does Grady J. Gaynor charge for services?

Grady J. Gaynor's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDIE ASSET PARTNERS, LLC?

INDIE ASSET PARTNERS, LLC has approximately 9 employees and manages $792M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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