Park + Elm Investment Advisers

Park + Elm Investment Advisers (CRD# 146233) is a financial advisory firm headquartered in Indianapolis, IN. They manage $13,000,000 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $144,444
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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, OH

Financial Advisors at Park + Elm Investment Advisers
Showing 1 - 3 of 3 top financial advisors.
1
Jason E. Comer
CRD#: 5779270
1030 Central Avenue, Suite 2, Indianapolis, IN 46202
93
Wealthminder
score

Jason Comer (CRD# 5779270) is an Investment Advisor Representative working at Park + Elm Investment Advisers in Indianapolis, IN and has over 6 years of experience in the finance industry.

2
Kara B. Hieser
CRD#: 4970376
1030 Central Avenue, Suite 2, Indianapolis, IN 46202
93
Wealthminder
score

Kara Hieser (CRD# 4970376) is an Investment Advisor Representative working at Park + Elm Investment Advisers in Indianapolis, IN and has over 13 years of experience in the finance industry.

3
Kevin F. Ward
CRD#: 6582273
1030 Central Avenue, Suite 2, Indianapolis, IN 46202
87
Wealthminder
score

Kevin Ward (CRD# 6582273) is an Investment Advisor Representative working at Park + Elm Investment Advisers in Indianapolis, IN and has 1 year of experience in the finance industry.

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