First American Advisory, LLC

First American Advisory, LLC (CRD# 119825) is a financial advisory firm headquartered in Bloomington, IN. They manage $21,055,767 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $842,231
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, NE

Financial Advisors at First American Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Clint S. Fish
CRD#: 2377710
1802 W 17th Street, Bloomington, IN 47404
81
Wealthminder
score

Clint Fish (CRD# 2377710) is an Investment Advisor Representative working at First American Advisory, LLC in Bloomington, IN and has over 23 years of experience in the finance industry.

2
Susan D. Wier
CRD#: 1322608
1802 W 17th Street, Bloomington, IN 47404
70
Wealthminder
score

Susan Wier (CRD# 1322608) is an Investment Advisor Representative working at First American Advisory, LLC in Bloomington, IN and has 1 year of experience in the finance industry. Susan Wier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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