Justin Clapp (CRD# 7205712) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Carmel, IN and has over 3 years of experience in the finance industry. Justin Clapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Total Wealth Planning, LLC | Carmel, IN | Jan 2024 - Current | < 1 |
| Unemployed | Indianapolis, IN | Jun 2023 - Jan 2024 | < 1 |
| Ronald Blue Trust | Indianapolis, IN | Jul 2021 - Jun 2023 | 1 |
| Charles Schwab & Company,,inc. | Indianapolis, IN | Dec 2019 - Jul 2021 | 1 |
| Not Employed | Terre Haute, IN | Aug 2019 - Dec 2019 | < 1 |
| Campus Outreach | Dublin, OH | May 2017 - Aug 2019 | 2 |
| Outback Steakhouse | Terre Haute, IN | Aug 2016 - May 2017 | < 1 |
| Orlando Project Intern | Carmel, IN | May 2016 - Aug 2016 | < 1 |
| Cunningham Memorial Library | Terre Haute, IN | Aug 2015 - May 2016 | < 1 |
| Universal Orlando Resort | Orlando, FL | May 2015 - Aug 2015 | < 1 |
| Indiana State Univ | Terre Haute, IN | Aug 2014 - May 2015 | < 1 |
| Student | Terre Haute, IN | Dec 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2020 |
- IN
-
Total Assets Under Management1,055MILLIONS
-
Total Number of Accounts2,642ACCOUNTS
-
Average Account Value$399,454
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, FL, GA, IL, IN, KY, NC, OH, SC, TN, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.