Michael Kalscheur, financial advisor Indianapolis IN

Michael Kalscheur

CRD Number: 2640124
Current Firm: Creative Planning

Michael Kalscheur (CRD# 2640124) is an Investment Advisor Representative working at Creative Planning in Indianapolis, IN and has over 28 years of experience in the finance industry. Michael Kalscheur 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.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Creative Planning LLC Indianapolis, IN Jun 2021 - Current 2
Castle Investment Advisory, LLC Indianapolis, IN Sep 2008 - Jun 2021 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
Contact Info for Michael L. Kalscheur
Phone Number: (866) 909-5148
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    155,328
    MILLIONS
  • Total Number of Accounts
    222,474
    ACCOUNTS
  • Average Account Value
    $698,186
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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