Stephen Carr, financial advisor Indianapolis IN

Stephen Carr

CRD Number: 2784322
Current Firm: Peloton Wealth Strategists, Inc.

Steve Carr (CRD# 2784322) is an Investment Advisor Representative working at Peloton Wealth Strategists, Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry. He holds a BA in Business Administration from Taylor University, an MBA in Finance and Derivative Markets from Loyola University-Chicago, and is a CFA charterholder. 

 

Peloton manages custom investment portfolios and provides strategic financial advice on a fee-only basis. Please visit pelotonwealth.com to learn more. 

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Company Name Location Dates Years
Peloton Wealth Strategists Bloomington, IN Jan 2010 - Current 11
Winthrop Investment Group Carmel, IN Dec 2007 - Dec 2009 2
Ronald Blue & Company Indianapolis, IN Jul 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Feb 1998
Contact Info for Stephen P. Carr
Phone Number: 317-559-1700
Registered State(s):
  • FL
  • IN
  • KY
By the Numbers
  • Total Assets Under Management
    224
    MILLIONS
  • Total Number of Accounts
    313
    ACCOUNTS
  • Average Account Value
    $716,439
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
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

FL, IN, KY, TX

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