Avalon Wealth Advisory, Inc.

Avalon Wealth Advisory, Inc. (CRD# 114311) is a financial advisory firm headquartered in Indianapolis, IN. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Avalon Wealth Advisory, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Kelly H. Kaufman
CRD#: 4818016
9775 Crosspoint Blvd., Suite 110, Indianapolis, IN 46256
96
Wealthminder
score

Kelly Kaufman (CRD# 4818016) is an Investment Advisor Representative working at Avalon Wealth Advisory, Inc. in Indianapolis, IN and has over 11 years of experience in the finance industry. Kelly Kaufman 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.

2
Matthew J. Sigler
CRD#: 4711120
9775 Crosspoint Blvd., Suite 110, Indianapolis, IN 46256
96
Wealthminder
score

Matthew Sigler (CRD# 4711120) is an Investment Advisor Representative working at Avalon Wealth Advisory, Inc. in Indianapolis, IN and has over 7 years of experience in the finance industry. Matthew Sigler 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.

3
Matthew A. Eckert
CRD#: 2605882
9775 Crosspoint Boulevard, Suite 110, Indianapolis, IN 46256
93
Wealthminder
score

Matthew Eckert (CRD# 2605882) is an Investment Advisor Representative working at Avalon Wealth Advisory, Inc. in Indianapolis, IN and has over 21 years of experience in the finance industry.

4
Julie K. McMorrow
CRD#: 1248537
9775 Crosspoint Boulevard, Indianapolis, IN 46256
93
Wealthminder
score

Julie McMorrow (CRD# 1248537) is an Investment Advisor Representative working at Avalon Wealth Advisory, Inc. in Indianapolis, IN and has over 32 years of experience in the finance industry.

5
Nicole M. Yankauskas
CRD#: 6347861
9775 Crosspoint Blvd., Suite 110, Indianapolis, IN 46256
90
Wealthminder
score

Nicole Yankauskas (CRD# 6347861) is an Investment Advisor Representative working at Avalon Wealth Advisory, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry. Nicole Yankauskas 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.

6
Jeffrey A. Moheban
CRD#: 1518799
9775 Crosspoint Boulevard, Suite 110, Indianapolis, IN 46256
77
Wealthminder
score

Jeffrey Moheban (CRD# 1518799) is an Investment Advisor Representative working at Avalon Wealth Advisory, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.

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