Halter Ferguson Financial Inc.

Halter Ferguson Financial Inc. (CRD# 109563) is a financial advisory firm headquartered in Carmel, IN. They manage $378,241,750 in 880 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    378
    MILLION
  • Total Number of Accounts
    880
    ACCOUNTS
  • Average Account Value
    $429,820
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IN, LA, NH, SC, TX

Financial Advisors at Halter Ferguson Financial Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Bradford S. Ferguson
CRD#: 5062898
13080 Grand Blvd., Suite 130, Carmel, IN 46032

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
13080 Grand Blvd., Suite 130, Carmel, IN 46032

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
Matthew C. Smith
CRD#: 5922356
13080 Grand Blvd., Suite 130, Carmel, IN 46032

Matthew Smith (CRD# 5922356) is an Investment Advisor Representative working at Halter Ferguson Financial Inc. in Carmel, IN and has over 12 years of experience in the finance industry.

4
Isaac C. Yops
CRD#: 7833320
13080 Grand Blvd., Suite 130, Carmel, IN 46032

Isaac Yops (CRD# 7833320) is an Investment Advisor Representative working at Halter Ferguson Financial Inc. in Carmel, IN and has 1 year of experience in the finance industry.

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