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 $571,845,020 in 1,543 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
3105 E 98th Street, Suite 170, Indianapolis, IN 46280
https://www.marketstreetwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    572
    MILLION
  • Total Number of Accounts
    1,543
    ACCOUNTS
  • Average Account Value
    $370,606
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, IN, KY, MI, OH, SC, TX

Financial Advisors at Market Street Wealth Management Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jessica Bokhart, financial advisor Indianapolis IN
Jessica L. Bokhart
CRD#: 6415561
3105 E 98th Street, Suite 170, Indianapolis, IN 46280

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.

2
Kevin Ervin, financial advisor Indianapolis IN
Kevin J. Ervin
CRD#: 4577957
3105 E 98th Street, Suite 170, Indianapolis, IN 46280

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.

3
Katie Fischer, financial advisor Indianapolis IN
Katie J. Fischer
CRD#: 5708470
3105 E 98th Street, Suite 170, Indianapolis, IN 46280

Katie Fischer (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.

4
Patrick Roberts, financial advisor Indianapolis IN
Patrick K. Roberts
CRD#: 6359909
3105 E 98th Street, Suite 170, Indianapolis, IN 46280

Patrick Roberts (CRD# 6359909) is an Investment Advisor Representative working at Market Street Wealth Management Advisors, LLC in Indianapolis, IN and has over 9 years of experience in the finance industry.

5
Kyle Thompson, financial advisor Indianapolis IN
Kyle B. Thompson
CRD#: 5824882
3105 E 98th Street, Suite 170, Indianapolis, IN 46280

Kyle Thompson (CRD# 5824882) 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.

6
Aaron Williams, financial advisor Indianapolis IN
Aaron R. Williams
CRD#: 6774642
3105 E 98th Street, Suite 170, Indianapolis, IN 46280

Aaron Williams (CRD# 6774642) 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.

7
Austin Angel, financial advisor Indianapolis IN
Austin B. Angel
CRD#: 6660229
3105 E 98th Street, Suite 170, Indianapolis, IN 46280

Austin Angel (CRD# 6660229) 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.

8
Adriane Kulczar, financial advisor Noblesville IN
Adriane D. Kulczar
CRD#: 6933860
Noblesville, IN

Adriane Kulczar (CRD# 6933860) is an Investment Advisor Representative working at Market Street Wealth Management Advisors, LLC in Noblesville, IN and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals