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
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.
Bryan Weiss (CRD# 5124457) is an Investment Advisor Representative working at Marian Financial Partners, Inc. in Greenwood, IN and has over 11 years of experience in the finance industry.
Brody Schoen (CRD# 6060867) is an Investment Advisor Representative working at Waddell & Reed in Indianapolis, IN and has over 3 years of experience in the finance industry. He has completed his Accredited Asset Management Specialist (AAMS) designation, and works with his clients on investment management and retirement planning. Brody enjoys playing golf on the weekends and spending time outdoors with his wife and puppy.