Apple Tree Asset Management, LLC

Apple Tree Asset Management, LLC (CRD# 298437) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $106,810,000 in 1,044 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4321 Flagstaff Cove, Fort Wayne, IN 46815
https://www.appletreefinancialgroup.com/
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    1,044
    ACCOUNTS
  • Average Account Value
    $102,308
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Apple Tree Asset Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Keith Layman, financial advisor Fort Wayne IN
Keith C. Layman
CRD#: 4226098
4321 Flagstaff Cove, Fort Wayne, IN 46815

Keith Layman (CRD# 4226098) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has over 23 years of experience in the finance industry.

2
James Meert, financial advisor Fort Wayne IN
James L. Meert
CRD#: 4316339
4321 Flagstaff Cove, Fort Wayne, IN 46815

James Meert (CRD# 4316339) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has over 23 years of experience in the finance industry.

3
Joseph Wiegand, financial advisor Fort Wayne IN
Joseph T. Wiegand
CRD#: 4435170
4321 Flagstaff Cove, Fort Wayne, IN 46815

Joseph Wiegand (CRD# 4435170) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has over 22 years of experience in the finance industry.

4
Gary Zoller, financial advisor Fort Wayne IN
Gary R. Zoller
CRD#: 4287055
4321 Flagstaff Cove, Fort Wayne, IN 46815

Gary Zoller (CRD# 4287055) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has over 23 years of experience in the finance industry.

5
Douglas Buller, financial advisor Fort Wayne IN
Douglas W. Buller
CRD#: 7421850
4321 Flagstaff Cove, Fort Wayne, IN 46815

Douglas Buller (CRD# 7421850) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has over 2 years of experience in the finance industry.

6
Nicolas Couch, financial advisor Fort Wayne IN
Nicolas Couch
CRD#: 7797744
4321 Flagstaff Cove, Fort Wayne, IN 46815

Nicolas Couch (CRD# 7797744) is an Investment Advisor Representative working at Apple Tree Asset Management, LLC in Fort Wayne, IN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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