Hoosier Financial Inc.

Hoosier Financial Inc. (CRD# 151525) is a financial advisory firm headquartered in Bloomington, IN. They manage $2,000,000 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $39,216
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
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

Financial Advisors at Hoosier Financial Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Shaun B. Davis
CRD#: 5965019
5015 W. St. Rd. 46 Suite C, Bloomington, IN 47404
90
Wealthminder
score

Shaun Davis (CRD# 5965019) is an Investment Advisor Representative working at Hoosier Financial Inc. in Bloomington, IN and has over 5 years of experience in the finance industry.

2
Adam L. Young
CRD#: 5222927
5015 W. St. Rd. 46 Suite C, Bloomington, IN 47404
81
Wealthminder
score

Adam Young (CRD# 5222927) is an Investment Advisor Representative working at Hoosier Financial Inc. in Bloomington, IN and has over 10 years of experience in the finance industry.

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