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Christopher George Plummer

MINDSET WEALTH MANAGEMENT, LLC·INDIANAPOLIS, Indiana
Unclaimed Profile
8275 ALLISON POINTE TRAIL, INDIANAPOLIS, IN 46250CRD# 4460469Firm CRD# 330384
01

About

Christopher George Plummer is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with MINDSET WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MINDSET WEALTH MANAGEMENT, LLC
MINDSET WEALTH MANAGEMENT, LLC
AUM
$206M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MINDSET WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4460469
Firm CRD# 330384
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher George Plummer offer?
Christopher George Plummer specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Christopher George Plummer's credentials?
Christopher George Plummer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher George Plummer located?
Christopher George Plummer is based in INDIANAPOLIS, Indiana, working with MINDSET WEALTH MANAGEMENT, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Christopher George Plummer charge for services?
Christopher George Plummer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MINDSET WEALTH MANAGEMENT, LLC?
MINDSET WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
CARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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