Wealth Management Firms Bloomington IN

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Bloomington, IN. We have compiled a list of businesses and services around Bloomington, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Mr. James L. Spore, CFP®
(812) 855-4803
PO Box 368
Bloomington, IN
Firm
LaSalle St Securities L.L.C.

Data Provided By:
Mr. Michael J. Carson, CFP®
(812) 333-4726
3925 E Hagan St Ste 300
Bloomington, IN
Firm
Hurlow Wealth Management Group, Inc.
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided By:
Ms. Susan D. Wier, CFP®
(812) 336-4810
3939 S Walnut St Ste 3
Bloomington, IN
Firm
First American Advisory, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided By:
Mr. William R. Verhagen, CFP®
(812) 337-1999
357 E Winslow Rd
Bloomington, IN
Firm
William R. Verhagen, CFP, CPA, CFS, CLU, ChFC, CASL
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Mr. Marc Demeyenburg, CFP®
(812) 331-1778
3650 S Oak Ridge Dr
Bloomington, IN
Firm
deMeyenburg
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, General Financial Planning, Investment Planning, Life Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. David B. Estes, CFP®
(812) 332-6333
202 S College Ave
Bloomington, IN
Firm
Hilliard Lyons
Areas of Specialization
Asset Allocation, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Ian G. Essling, CFP®
(812) 337-1999
357 E. Winslow Rd
Bloomington, IN
Firm
Innovative Financial Solutions
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Non-Profit Employees

Data Provided By:
Ms. Jodie R. Fishel, CFP®
(812) 337-1999
357 E Winslow Rd
Bloomington, IN
Firm
Innovative Financial Solutions

Data Provided By:
Chad E Teders, CFP®
(812) 336-8110
921 S College Mall Rd
Bloomington, IN
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Mark P. Adams, CFP®
(812) 333-0874
209 N Washington St
Bloomington, IN
Firm
Wells Fargo Advisors Financial Network
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, LGBT Individuals and Couples, Planning for Couples, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874