Edward Wetzel, financial advisor Noblesville IN
93 score

Edward Wetzel

CRD Number: 4467930
Current Firm: Lincoln Financial Securities Corporation

Edward Wetzel (CRD# 4467930) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Noblesville, IN and has over 15 years of experience in the finance industry.

Similar Advisors
Tod Utter, financial advisor Noblesville IN
Tod M. Utter
CRD# 2807887
I4 Advisors LLC
Score
103
Similar Advisors
Thomas Hardin, financial advisor Noblesville IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Score
101
Similar Advisors
Stephen Carr, financial advisor Noblesville IN
Stephen P. Carr
CRD# 2784322
Peloton Wealth Strategists, Inc.
Score
100
Company Name Location Dates Years
Lincoln Financial Securities Noblesville, IN Aug 2012 - Current 4
Standard Locknut LLC Westfield, IN Feb 2007 - Current 9
Wetzel Cpa Group, Inc. Cicero, IN Jun 2006 - Current 10
Woodbury Financial Services Noblesville, IN Apr 2008 - Aug 2012 4
Terra Sec. Corp./genworth Fin Schaumburg, IL Oct 2001 - Apr 2008 6
Genworth Financial Noblesville, IN Oct 2001 - Apr 2008 6
Standard Locknut Inc. Westfield, IN Nov 2002 - Feb 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for Edward M. Wetzel
Phone Number: 800-258-3648
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.