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Samuel David Muse

FI3 FINANCIAL ADVISORS, LLC·INDIANAPOLIS, Indiana
Series 65Clean record11 years registeredFI3 FINANCIAL ADVISORS, LLC
8900 KEYSTONE CROSSING, INDIANAPOLIS, IN 46240CRD# 6506557Firm CRD# 168005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Samuel David Muse · INDIANAPOLIS, IN
Registration
CRD #6506557 · FI3 FINANCIAL ADVISORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

FI3 FINANCIAL ADVISORS, LLC
Jun 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 22, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FI3 FINANCIAL ADVISORS, LLC
CRD 168005 · SEC 801-113218
AUM
$792M
Regulatory assets under management
Employees
18
1,404 client accounts
Services offered by FI3 FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FI3 FINANCIAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Samuel David Muse offer?
Samuel David Muse specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Samuel David Muse's credentials?
Samuel David Muse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samuel David Muse located?
Samuel David Muse is based in INDIANAPOLIS, Indiana, working with FI3 FINANCIAL ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Samuel David Muse charge for services?
Samuel David Muse's firm is compensated through percentage of aum, subscription fees, other: percentage of client net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FI3 FINANCIAL ADVISORS, LLC?
FI3 FINANCIAL ADVISORS, LLC has approximately 18 employees and manages $792M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FI3 FINANCIAL ADVISORS, LLC

Ivan Douglas Hoffman
INDIANAPOLIS, IN
Matthew Joseph Simpson
INDIANAPOLIS, IN

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