Peter Bjelopetrovich (CRD# 5995059) is an Investment Advisor Representative working at Mindset Wealth Management, LLC in Fishers, IN and has over 9 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Mindset Wealth Management, LLC | Fishers, IN | Mar 2024 - Current | < 1 |
Innovative Portfolios, LLC | Indianapolis, IN | Aug 2021 - Mar 2024 | 2 |
Sheaff Brock Investment Advisors | Indianapolis, IN | May 2019 - Mar 2024 | 4 |
Foreside Fund Services, LLC | Indianapolis, IN | Jan 2022 - Feb 2024 | 2 |
Salzinger Sheaff Brock, LLC | Indianapolis, IN | May 2019 - Feb 2023 | 3 |
Jp Morgan Securities, LLC | Fishers, IN | Aug 2018 - May 2019 | < 1 |
Jp Morgan Chase Bank, N.a. | Fishers, IN | Aug 2018 - May 2019 | < 1 |
Sheaff Brock Investment Advisors, LLC | Indianapolis, IN | Sep 2015 - Aug 2018 | 2 |
Charles Schwab & Company, Inc. | Oak Brook, IL | Aug 2014 - Sep 2015 | 1 |
Charles Schwab & Company,inc | Oak Brook, IL | Oct 2012 - Sep 2015 | 2 |
Charles Schwab & Company, Inc. | Oak Brook, IL | Jan 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
S63 | Uniform Securities State Law Examination | Feb 2022 |
- IN
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN
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