Org Partners

Org Partners (CRD# 312728) is a financial advisory firm headquartered in Roanoke, IN. They manage $983,937,880 in 3,016 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
13548 Zubrick Road, Roanoke, IN 46783
https://www.linkedin.com/in/kim-abmeyer-cfa-cfp-rssa/
By the Numbers
  • Total Assets Under Management
    984
    MILLION
  • Total Number of Accounts
    3,016
    ACCOUNTS
  • Average Account Value
    $326,239
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MO, MS, MT, NC, NE, NH, NV, NY, OH, PA, SC, TN, TX, VI, VT, WA, WI

Financial Advisors at Org Partners
Showing 1 - 10 of 18 top financial advisors.
1
Kimberly Abmeyer, financial advisor Dallas TX
Kimberly T. Abmeyer
CRD#: 4288287
5001 Spring Valley Rd, Suite 810w, Dallas, TX 75244

Kimberly Abmeyer (CRD# 4288287) is an Investment Advisor Representative working at Org Partners in Dallas, TX and has over 22 years of experience in the finance industry.

2
Catherine Bailey, financial advisor Roanoke IN
Catherine G. Bailey
CRD#: 1121134
13548 Zubrick Road, Roanoke, IN 46783

Catherine Bailey (CRD# 1121134) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 33 years of experience in the finance industry.

3
Sarah Brace, financial advisor Roanoke IN
Sarah A. Brace
CRD#: 2807927
13548 Zubrick Road, Roanoke, IN 46783

Sarah Brace (CRD# 2807927) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 23 years of experience in the finance industry.

4
Jeffrey Cismoski, financial advisor Schaumburg IL
Jeffrey J. Cismoski
CRD#: 5859547
1900 E Golf Road Suite 950, Schaumburg, IL 60173

Jeffrey Cismoski (CRD# 5859547) is an Investment Advisor Representative working at Org Partners in Schaumburg, IL and has over 12 years of experience in the finance industry.

5
George Elias, financial advisor Brunswick OH
George Elias
CRD#: 6142944
1078 Middlefield Trail, Brunswick, OH 44212

George Elias (CRD# 6142944) is an Investment Advisor Representative working at Org Partners in Brunswick, OH and has over 11 years of experience in the finance industry.

6
Timothy Griffith, financial advisor Roanoke IN
Timothy D. Griffith
CRD#: 1233782
13548 Zubrick Road, Roanoke, IN 46783

Timothy Griffith (CRD# 1233782) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 40 years of experience in the finance industry.

7
Jody Howard, financial advisor Roanoke IN
Jody D. Howard
CRD#: 2996883
13548 Zubrick Road, Roanoke, IN 46783

Jody Howard (CRD# 2996883) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 26 years of experience in the finance industry.

8
Julian Korber, financial advisor Denver CO
Julian A. Korber
CRD#: 3040527
100 Fillmore Street, Suite 500, Denver, CO 80206

Julian Korber (CRD# 3040527) is an Investment Advisor Representative working at Org Partners in Denver, CO and has over 20 years of experience in the finance industry.

9
Nathan Legrand, financial advisor Roanoke IN
Nathan R. Legrand
CRD#: 2657326
13548 Zubrick Road, Roanoke, IN 46783

Nathan Legrand (CRD# 2657326) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 28 years of experience in the finance industry.

10
Michael Mansur, financial advisor Dallas TX
Michael P. Mansur
CRD#: 2966580
5001 Spring Valley Rd., Suite 810w, Dallas, TX 75244

Michael Mansur (CRD# 2966580) is an Investment Advisor Representative working at Org Partners in Dallas, TX and has over 23 years of experience in the finance industry.

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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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