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 11 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 38 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 24 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 25 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.