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).
Total Assets Under Management21MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$842,231
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Clint Fish (CRD# 2377710) is an Investment Advisor Representative working at First American Advisory, LLC in Bloomington, IN and has over 24 years of experience in the finance industry.
Susan Wier (CRD# 1322608) is an Investment Advisor Representative working at First American Advisory, LLC in Bloomington, IN and has over 2 years 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.