Brian Neal, financial advisor Auburn IN
93 score

Brian Neal

CRD Number: 5353738
Current Firm: Hefty Wealth Partners

Brian Neal (CRD# 5353738) is an Investment Advisor Representative working at Hefty Wealth Partners in Auburn, IN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Auburn, IN Feb 2013 - Current 3
Hefty Wealth Partners, Inc. Auburn, IN Jan 2013 - Current 3
Edward Jones St Louis, MO Jun 2007 - Feb 2013 5
Guardian Industries Auburn, IN Jan 1996 - Jun 2007 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Brian D. Neal
Phone Number: 260-927-1830
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    147
    MILLIONS
  • Total Number of Accounts
    961
    ACCOUNTS
  • Average Account Value
    $153,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, IN, OH, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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