Emily Turner, financial advisor Brownsburg IN

Emily Turner

CRD Number: 7500730
Current Firm: Teeple Snyder Newsome Wealth Management

Emily Turner (CRD# 7500730) is an Investment Advisor Representative working at Teeple Snyder Newsome Wealth Management in Brownsburg, IN and has over 2 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Teeple Wealth Management, LLC Brownsburg, IN Feb 2022 - Current 2
Teeple Wealth Management, LLC Brownsburg, IN Apr 2021 - Current 3
Ronald Blue Trust Indianapolis, IN Apr 2019 - Mar 2021 1
Full-time Student Indianapolis, IN Aug 2010 - May 2019 8
Central Indiana Community Foundation Indianapolis, IN Sep 2018 - Apr 2019 < 1
Mission Guatemala Panajachel, Guatemala, IN May 2018 - Aug 2018 < 1
Biz Hounds-university Of Indianapolis Indianapolis, IN Oct 2014 - May 2018 3
Indiana Public Retirement System Indianapolis, IN Sep 2017 - Dec 2017 < 1
Ronald Blue & Company Indianapolis, IN May 2017 - Jul 2017 < 1
Cortland Capital Market Services Indianapolis, IN May 2016 - Jul 2016 < 1
Wabash Valley Community Foundation Terre Haute, IN Jun 2015 - Aug 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Emily R. Turner
Phone Number: 317-350-4255
Firm Website: https://bedrockcpas.com/
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    1,559
    ACCOUNTS
  • Average Account Value
    $108,733
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

IN, KY, NH, OH, TX

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