Tracy Fruitt, financial advisor Muncie IN
73 score

Tracy Fruitt

CRD Number: 1987688
Current Firm: Center For Wealth Planning Advisors, Inc.

Tracy Fruitt (CRD# 1987688) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Muncie, IN and has over 27 years of experience in the finance industry.

Similar Advisors
Brenda Baier, financial advisor Muncie IN
Brenda K. Baier
CRD# 2899458
Shoreline Asset Management, LLC
Similar Advisors
Douglas Baim, financial advisor Muncie IN
Douglas E. Baim
CRD# 2853542
Lpl Financial LLC
Similar Advisors
Paul Church, financial advisor Muncie IN
Paul B. Church
CRD# 1413625
Wells Fargo Advisors, LLC
Company Name Location Dates Years
Center For Wealth Planning Advisors Muncie, IN Jul 2016 - Current < 1
Lpl Financial, LLC Muncie, IN Jul 2016 - Current < 1
Voya Fiancial Advisors Muncie, IN Sep 2014 - Jul 2016 1
Ing Financial Partners, Inc. Muncie, IN Jan 2004 - Aug 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination May 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Tracy L. Fruitt
Phone Number: 248-498-4825
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Tracy Fruitt and other advisors.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.