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.waystreetfinancial.com/
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 11 - 17 of 17 top financial advisors.
11
Dominic Messina, financial advisor Schaumburg IL
Dominic J. Messina
CRD#: 5868783
1900 E Golf Road Suite 950, Schaumburg, IL 60173

Dominic Messina (CRD# 5868783) is an Investment Advisor Representative working at Org Partners in Schaumburg, IL and has over 13 years of experience in the finance industry.

12
Douglas Riggert, financial advisor Omaha NE
Douglas S. Riggert
CRD#: 6562589
9850 Nicholas St. Suite 350, Omaha, NE 68114

Douglas Riggert (CRD# 6562589) is an Investment Advisor Representative working at Org Partners in Omaha, NE and has over 8 years of experience in the finance industry.

13
Brian Tinker, financial advisor Roanoke IN
Brian R. Tinker
CRD#: 4195989
13548 Zubrick Road, Roanoke, IN 46783
Brian Tinker (CRD# 4195989) is an Investment Advisor Representative working at Penniall & Associates in Pasadena, CA and has over 16 years of experience in the finance industry. Brian Tinker 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 putclients' interests first and comply with the Financial Planning Practice Standards.
14
Ryan Uszenski, financial advisor Roanoke IN
Ryan M. Uszenski
CRD#: 4726467
13548 Zubrick Road, Roanoke, IN 46783

Ryan Uszenski (CRD# 4726467) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 20 years of experience in the finance industry.

15
Angel Way, financial advisor Brunswick OH
Angel R. Way
CRD#: 6262105
1324 Pearl Road Suite 3, Brunswick, OH 44212

Angel Way (CRD# 6262105) is an Investment Advisor Representative working at Org Partners in Brunswick, OH and has over 9 years of experience in the finance industry.

16
William Little, financial advisor Dallas TX
William H. Little
CRD#: 7670121
5001 Spring Valley Rd, Suite 810w, Dallas, TX 75244

William Little (CRD# 7670121) is an Investment Advisor Representative working at Org Partners in Dallas, TX and has 1 year of experience in the finance industry.

17
Douglas Wood, financial advisor Roanoke IN
Douglas M. Wood
CRD#: 7815367
13548 Zubrick Road, Roanoke, IN 46783

Douglas Wood (CRD# 7815367) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has 1 year 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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