Bookends Financial Planning

Bookends Financial Planning (CRD# 305301) is a financial advisory firm headquartered in Indianapolis, IN. They manage $254,062,036 in 1,803 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
7320 Us 31 S, Indianapolis, IN 46227
http://www.facebook.com/bookendsfinancialplanning
By the Numbers
  • Total Assets Under Management
    254
    MILLION
  • Total Number of Accounts
    1,803
    ACCOUNTS
  • Average Account Value
    $140,911
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, KY, OH, TN, TX, VA, WV

Financial Advisors at Bookends Financial Planning
Showing 1 - 3 of 3 top financial advisors.
1
Sarah Boston, financial advisor Indianapolis IN
Sarah E. Boston
CRD#: 4381138
7320 Us 31 S, Indianapolis, IN 46227

Sarah Boston (CRD# 4381138) is an Investment Advisor Representative working at Bookends Financial Planning in Indianapolis, IN and has over 21 years of experience in the finance industry.

2
Kerst Ter Weele, financial advisor Rixeyville VA
Kerst P. Ter Weele
CRD#: 4625981
Rixeyville, VA

Kerst Ter Weele (CRD# 4625981) is an Investment Advisor Representative working at Bookends Financial Planning in Rixeyville, VA and has over 21 years of experience in the finance industry.

3
Robert Wetzel, financial advisor Wheeling WV
Robert H. Wetzel
CRD#: 4329415
Wheeling, WV

Robert Wetzel (CRD# 4329415) is an Investment Advisor Representative working at Bookends Financial Planning in Wheeling, WV and has over 23 years 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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