Corevision Financial Group

Corevision Financial Group (CRD# 325310) is a financial advisory firm headquartered in Shelbyville, IN. They manage $298,108,661 in 1,407 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176
https://corevisionfg.com/
By the Numbers
  • Total Assets Under Management
    298
    MILLION
  • Total Number of Accounts
    1,407
    ACCOUNTS
  • Average Account Value
    $211,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, IN, KY, OH, TN, TX

Financial Advisors at Corevision Financial Group
Showing 1 - 5 of 5 top financial advisors.
1
Beau Browning, financial advisor Shelbyville IN
Beau M. Browning
CRD#: 4960304
2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176

Beau Browning (CRD# 4960304) is an Investment Advisor Representative working at Corevision Financial Group in Shelbyville, IN and has over 18 years of experience in the finance industry.

2
Andrea Lee, financial advisor Shelbyville IN
Andrea L. Lee
CRD#: 6840050
2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176

Andrea Lee (CRD# 6840050) is an Investment Advisor Representative working at Corevision Financial Group in Shelbyville, IN and has over 6 years of experience in the finance industry.

3
Jason Pike, financial advisor Shelbyville IN
Jason B. Pike
CRD#: 4803715
2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176

Jason Pike (CRD# 4803715) is an Investment Advisor Representative working at Corevision Financial Group in Shelbyville, IN and has over 19 years of experience in the finance industry.

4
Brent Thoman, financial advisor Shelbyville IN
Brent D. Thoman
CRD#: 3273201
2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176

Brent Thoman (CRD# 3273201) is an Investment Advisor Representative working at Corevision Financial Group in Shelbyville, IN and has over 24 years of experience in the finance industry.

5
Grant Reeves, financial advisor Shelbyville IN
Grant M. Reeves
CRD#: 7289394
2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176

Grant Reeves (CRD# 7289394) is an Investment Advisor Representative working at Corevision Financial Group in Shelbyville, IN and has over 4 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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