On Target Wealth Partners, LLC

On Target Wealth Partners, LLC (CRD# 147594) is a financial advisory firm headquartered in Indianapolis, IN. They manage $14,191,735 in 86 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2211 E. Southport Road, Indianapolis, IN 46227
http://www.ontargetwealth.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $165,020
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 On Target Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Schiffli, financial advisor Indianapolis IN
Gregory E. Schiffli
CRD#: 5550031
2211 E. Southport Road, Indianapolis, IN 46227
93
Wealthminder
score

Gregory Schiffli (CRD# 5550031) is an Investment Advisor Representative working at On Target Wealth Partners, LLC in Indianapolis, IN and has over 10 years of experience in the finance industry.

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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.

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