Park + Elm Investment Advisers

Park + Elm Investment Advisers (CRD# 146233) is a financial advisory firm headquartered in Carmel, IN. They manage $49,640,806 in 468 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
571 Monon Blvd., Suite 200, Carmel, IN 46032
http://www.facebook.com/parkandelm
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    468
    ACCOUNTS
  • Average Account Value
    $106,070
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
The map below shows states where this firm has explicit registration only.

IL, IN, OH, WA

Financial Advisors at Park + Elm Investment Advisers
Showing 1 - 4 of 4 top financial advisors.
1
Jason Comer, financial advisor Carmel IN
Jason E. Comer
CRD#: 5779270
571 Monon Blvd., Suite 200, Carmel, IN 46032

Jason Comer (CRD# 5779270) is an Investment Advisor Representative working at Park + Elm Investment Advisers in Carmel, IN and has over 13 years of experience in the finance industry.

2
Michael Grimme, financial advisor Seattle WA
Michael R. Grimme
CRD#: 2539100
Seattle, WA

Michael Grimme (CRD# 2539100) is an Investment Advisor Representative working at Park + Elm Investment Advisers in Seattle, WA and has over 11 years of experience in the finance industry.

3
Kara Hieser, financial advisor Carmel IN
Kara B. Hieser
CRD#: 4970376
571 Monon Blvd., Suite 200, Carmel, IN 46032

Kara Hieser (CRD# 4970376) is an Investment Advisor Representative working at Park + Elm Investment Advisers in Carmel, IN and has over 20 years of experience in the finance industry.

4
Kevin Ward, financial advisor Carmel IN
Kevin F. Ward
CRD#: 6582273
571 Monon Blvd., Suite 200, Carmel, IN 46032

Kevin Ward (CRD# 6582273) is an Investment Advisor Representative working at Park + Elm Investment Advisers in Carmel, IN and has over 8 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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