Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Brad Michels (CRD# 2797528) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Floyds Knobs, IN and has over 18 years of experience in the finance industry. Brad Michels 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.
Steven Grelle (CRD# 1585907) is an Investment Advisor Representative working at Horter Investment Management, LLC in Seymour, IN and has over 30 years of experience in the finance industry.
Kelly Adams (CRD# 4372012) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Prospect, KY and has over 16 years of experience in the finance industry.