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 9 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.

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