Holistic Financial Partners, LLC

Holistic Financial Partners, LLC (CRD# 170913) is a financial advisory firm headquartered in Indianapolis, IN. They manage $343,027,935 in 761 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    761
    ACCOUNTS
  • Average Account Value
    $450,759
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN, TX

Financial Advisors at Holistic Financial Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Julie M. Dant
CRD#: 4613744
9959 Crosspoint Boulevard, Indianapolis, IN 46256

Julie Dant (CRD# 4613744) is an Investment Advisor Representative working at Holistic Financial Partners, LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.

2
Mark R. Hildebrand
CRD#: 5545392
9959 Crosspoint Boulevard, Indianapolis, IN 46256

Mark Hildebrand (CRD# 5545392) is an Investment Advisor Representative working at Holistic Financial Partners, LLC in Indianapolis, IN and has over 15 years of experience in the finance industry.

3
Mark E. Idzik
CRD#: 6785467
9959 Crosspoint Boulevard, Indianapolis, IN 46256

Mark Idzik (CRD# 6785467) is an Investment Advisor Representative working at Holistic Financial Partners, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.

4
Jason C. Llewellyn
CRD#: 4572238
9959 Crosspoint Boulevard, Indianapolis, IN 46256

Jason Llewellyn (CRD# 4572238) is an Investment Advisor Representative working at Holistic Financial Partners, LLC in Indianapolis, IN and has over 21 years of experience in the finance industry.

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