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 3 states (or territories).
-
Total Assets Under Management0MILLION
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IL, IN
Jason Armbrust (CRD# 5737789) is an Investment Advisor Representative working at Avalon Wealth Advisory, Inc. in Indianapolis, IN and has over 13 years of experience in the finance industry.
Matthew Eckert (CRD# 2605882) is an Investment Advisor Representative working at Avalon Wealth Advisory, Inc. in Indianapolis, IN and has over 28 years of experience in the finance industry.
Julie McMorrow (CRD# 1248537) is an Investment Advisor Representative working at Avalon Wealth Advisory, Inc. in Indianapolis, IN and has over 40 years of experience in the finance industry.
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.
Nicole Yankauskas (CRD# 6347861) is an Investment Advisor Representative working at Avalon Wealth Advisory, Inc. in Indianapolis, IN and has 7 years 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Crystal Jacquay (CRD# 7491742) is an Investment Advisor Representative working at Avalon Wealth Advisory, Inc. in Indianapolis, IN and has over 2 years of experience in the finance industry.
Spencer Shoemaker (CRD# 7232674) is an Investment Advisor Representative working at Avalon Wealth Advisory, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.