Market Street Wealth Management Advisors, LLC

Market Street Wealth Management Advisors, LLC (CRD# 122212) is a financial advisory firm headquartered in Indianapolis, IN. They manage $235,000,000 in 1,118 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    235
    MILLION
  • Total Number of Accounts
    1,118
    ACCOUNTS
  • Average Account Value
    $210,197
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

CA, FL, IN

Financial Advisors at Market Street Wealth Management Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Bradley S. Bell
CRD#: 4577961
300 North Meridian St., Suite 1100, Indianapolis, IN 46204
93
Wealthminder
score

Bradley Bell (CRD# 4577961) is an Investment Advisor Representative working at Market Street Wealth Management Advisors, LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.

2
Gregory C. Sheridan
CRD#: 4646350
300 North Meridian Street, Suite 1100, Indianapolis, IN 46204
93
Wealthminder
score

Gregory Sheridan (CRD# 4646350) is an Investment Advisor Representative working at Market Street Wealth Management Advisors, LLC in Indianapolis, IN and has over 13 years of experience in the finance industry.

3
Kyle B. Thompson
CRD#: 5824882
3091 E. 98th Street, Suite 160, Indianapolis, IN 46280
93
Wealthminder
score

Kyle Thompson (CRD# 5824882) is an Investment Advisor Representative working at Market Street Wealth Management Advisors, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.

4
Jessica L. Bokhart
CRD#: 6415561
3091 E. 98th Street, Suite 160, Indianapolis, IN 46280
90
Wealthminder
score

Jessica Bokhart (CRD# 6415561) is an Investment Advisor Representative working at Market Street Wealth Management Advisors, LLC in Indianapolis, IN and has 1 year of experience in the finance industry. Jessica Bokhart 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.

5
Katie J. Schnur
CRD#: 5708470
3091 E. 98th Street, Suite 160, Indianapolis, IN 46280
90
Wealthminder
score

Katie Schnur (CRD# 5708470) is an Investment Advisor Representative working at Market Street Wealth Management Advisors, LLC in Indianapolis, IN and has 1 year of experience in the finance industry. Katie Schnur 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.

6
Timothy B. Woodward
CRD#: 6191791
3091 E. 98th Street, Suite 160, Indianapolis, IN 46280
90
Wealthminder
score

Timothy Woodward (CRD# 6191791) is an Investment Advisor Representative working at Market Street Wealth Management Advisors, LLC in Indianapolis, IN and has over 3 years of experience in the finance industry.

7
Jared A. Defore
CRD#: 6415599
3091 E. 98th Street, Suite 160, Indianapolis, IN 46280
88
Wealthminder
score

Jared Defore (CRD# 6415599) is an Investment Advisor Representative working at Market Street Wealth Management Advisors, LLC in Indianapolis, IN and has over 2 years of experience in the finance industry.

8
Patrick K. Roberts
CRD#: 6359909
3091 E. 98th Street, Suite 160, Indianapolis, IN 46280
88
Wealthminder
score

Patrick Roberts (CRD# 6359909) is an Investment Advisor Representative working at Market Street Wealth Management Advisors, LLC in Indianapolis, IN and has over 2 years of experience in the finance industry.

9
Kevin J. Ervin
CRD#: 4577957
300 North Meridian St., Suite 1100, Indianapolis, IN 46204
87
Wealthminder
score

Kevin Ervin (CRD# 4577957) is an Investment Advisor Representative working at Market Street Wealth Management Advisors, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

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