Fi3 Financial Advisors, LLC

Fi3 Financial Advisors, LLC (CRD# 168005) is a financial advisory firm headquartered in Indianapolis, IN. They manage $791,674,607 in 1,404 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
8900 Keystone Crossing, Suite 225, Indianapolis, IN 46240
http://[email protected]
By the Numbers
  • Total Assets Under Management
    792
    MILLION
  • Total Number of Accounts
    1,404
    ACCOUNTS
  • Average Account Value
    $563,871
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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, TX

Financial Advisors at Fi3 Financial Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Ivan Hoffman, financial advisor Indianapolis IN
Ivan D. Hoffman
CRD#: 4596655
8900 Keystone Crossing, Suite 225, Indianapolis, IN 46240

Ivan Hoffman (CRD# 4596655) is an Investment Advisor Representative working at Fi3 Financial Advisors, LLC in Indianapolis, IN and has over 22 years of experience in the finance industry.

2
Samuel Muse, financial advisor Indianapolis IN
Samuel D. Muse
CRD#: 6506557
8900 Keystone Crossing, Suite 225, Indianapolis, IN 46240

Samuel Muse (CRD# 6506557) is an Investment Advisor Representative working at Fi3 Financial Advisors, LLC in Indianapolis, IN and has over 8 years of experience in the finance industry.

3
John Sauder, financial advisor Indianapolis IN
John D. Sauder
CRD#: 5645860
8900 Keystone Crossing, Suite 225, Indianapolis, IN 46240

John Sauder (CRD# 5645860) is an Investment Advisor Representative working at Fi3 Financial Advisors, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.

4
Matthew Simpson, financial advisor Indianapolis IN
Matthew J. Simpson
CRD#: 4660424
8900 Keystone Crossing, Suite 225, Indianapolis, IN 46240

Matthew Simpson (CRD# 4660424) is an Investment Advisor Representative working at Fi3 Financial Advisors, LLC in Indianapolis, IN and has over 21 years of experience in the finance industry.

5
Amy Hlavacek, financial advisor Indianapolis IN
Amy R. Hlavacek
CRD#: 7189430
8900 Keystone Crossing, Suite 225, Indianapolis, IN 46240

Amy Hlavacek (CRD# 7189430) is an Investment Advisor Representative working at Fi3 Financial Advisors, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

6
Garrett Kern, financial advisor Indianapolis IN
Garrett Kern
CRD#: 7810374
8900 Keystone Crossing, Suite 225, Indianapolis, IN 46240

Garrett Kern (CRD# 7810374) is an Investment Advisor Representative working at Fi3 Financial Advisors, LLC in Indianapolis, IN and has 1 year 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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