Halter Ferguson Financial Inc.

Halter Ferguson Financial Inc. (CRD# 109563) is a financial advisory firm headquartered in Indianapolis, IN. They manage $163,995,748 in 591 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    591
    ACCOUNTS
  • Average Account Value
    $277,489
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
  • Selection of other advisers (including private fund managers)
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.

FL, IN, TX

Financial Advisors at Halter Ferguson Financial Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Bradford S. Ferguson
CRD#: 5062898
7702 Woodland Dr, Ste 150, Indianapolis, IN 46278
103
Wealthminder
score

Brad is the chief investment strategist for Asset Management at Halter Ferguson Financial, Inc. Brad graduated with a Bachelor of Arts in economics and statistics from Northwestern University and is a Chartered Financial Analyst™ charter holder. Prior to joining Halter Ferguson Financial, Brad was a stock options trader on the Chicago Board of Options Exchange for 5 years.

 

Brad is Past President of the CFA Society of Indianapolis and served on the Finance Council of Saint Maria Goretti Church. Brad has been a financial advisor for more than 12 years. Brad manages investments for individuals, families, small business owners, and 401(k) plans. Brad and his wife, Ann-Marie, are enjoying life as parents of two girls, Margaret Grace and Bridget Rose. They enjoy comedy shows, cooking, traveling, and family get-togethers.

2
Tiffany C. White
CRD#: 6435426
7702 Woodland Dr, Ste 150, Indianapolis, IN 46278
103
Wealthminder
score

Tiffany is responsible for Financial Planning at Halter Ferguson Financial, Inc. She has a Bachelors in Economics with a focus in Accounting and Communications from DePauw University and is a CERTIFIED FINANCIAL PLANNER™ professional. Tiffany joined the firm in May of 2007. She has more than twelve years experience in the finance industry. Since 2012, she has been a financial advisor and a member of the Financial Planning Association. Tiffany enjoys working closely with the firm’s clients and assisting them in achieving their personal financial goals.

3
Scott K. Ferguson
CRD#: 2587026
7702 Woodland Dr, Suite150, Indianapolis, IN 46278
96
Wealthminder
score

Scott Ferguson (CRD# 2587026) is an Investment Advisor Representative working at Halter Ferguson Financial Inc. in Indianapolis, IN and has over 22 years of experience in the finance industry. Scott Ferguson 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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