Axia Advisory Corp

Axia Advisory Corp (CRD# 107571) is a financial advisory firm headquartered in Indianapolis, IN. They manage $1,140,859,562 in 119 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,141
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $9,587,055
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, OH

Financial Advisors at Axia Advisory Corp
Showing 1 - 6 of 6 top financial advisors.
1
Matthew Fleck
CRD#: 4900870
20 E. 91st St, Ste 202, Indianapolis, IN 46240
93
Wealthminder
score

Matthew Fleck (CRD# 4900870) is an Investment Advisor Representative working at Axia Advisory Corp in Indianapolis, IN and has over 10 years of experience in the finance industry.

2
Stephen J. Lansing
CRD#: 302293
20 E. 91st St, Ste 202, Indianapolis, IN 46240
93
Wealthminder
score

Stephen Lansing (CRD# 302293) is an Investment Advisor Representative working at Axia Advisory Corp in Indianapolis, IN and has over 37 years of experience in the finance industry.

3
Dawn E. Morley
CRD#: 2378498
20 E. 91st St, Ste 202, Indianapolis, IN 46240
93
Wealthminder
score

Dawn Morley (CRD# 2378498) is an Investment Advisor Representative working at Axia Advisory Corp in Indianapolis, IN and has over 23 years of experience in the finance industry.

4
Laura M. Perry
CRD#: 2239302
20 E. 91st St, Ste 202, Indianapolis, IN 46240
93
Wealthminder
score

Laura Perry (CRD# 2239302) is an Investment Advisor Representative working at Axia Advisory Corp in Indianapolis, IN and has over 24 years of experience in the finance industry.

5
Keith L. Shadrick
CRD#: 1488626
20 E. 91st St. Ste 202, Indianapolis, IN 46240
93
Wealthminder
score

Keith Shadrick (CRD# 1488626) is an Investment Advisor Representative working at Axia Advisory Corp in Indianapolis, IN and has over 29 years of experience in the finance industry.

6
Robyn D. Shelley
CRD#: 5097395
20 E. 91st St, Ste 202, Indianapolis, IN 46240
87
Wealthminder
score

Robyn Shelley (CRD# 5097395) is an Investment Advisor Representative working at Axia Advisory Corp in Indianapolis, IN and has 1 year of experience in the finance industry.

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