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 5 states (or territories).
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Total Assets Under Management792MILLION
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Total Number of Accounts1,404ACCOUNTS
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Average Account Value$563,871
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, IN, OH, TX
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.
Samuel Muse (CRD# 6506557) is an Investment Advisor Representative working at Fi3 Financial Advisors, LLC in Indianapolis, IN and has over 9 years of experience in the finance industry.
John Sauder (CRD# 5645860) is an Investment Advisor Representative working at Fi3 Financial Advisors, LLC in Indianapolis, IN and has over 7 years of experience in the finance industry.
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.
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.
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.