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MINDSET WEALTH MANAGEMENT, LLC
MINDSET WEALTH MANAGEMENT, LLC
INDIANAPOLIS, Indiana
·
6 registered advisors
·
CRD# 330384
SEC# 801-129731
0
317-348-4655
01
Firm Overview
AUM
$206M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at MINDSET WEALTH MANAGEMENT, LLC
6 registered advisors
Christopher George Plummer
INDIANAPOLIS, Indiana
CRD# 4460469
James William Humphries
INDIANAPOLIS, Indiana
CRD# 5829072
Lars Kristian Olson
FISHERS, Indiana
CRD# 7876951
Mark Allen Vandygriff
INDIANAPOLIS, Indiana
CRD# 5459428
Peter Gorman Bjelopetrovich
INDIANAPOLIS, Indiana
CRD# 5995059
Seth William Webb Hickle
INDIANAPOLIS, Indiana
CRD# 5786760
05
Office Locations
INDIANAPOLIS, Indiana
5 advisors
FISHERS, Indiana
1 advisor
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Data sourced from SEC Form ADV filings. MINDSET WEALTH MANAGEMENT, LLC (CRD# 330384) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.