Park + Elm Investment Advisers

Park + Elm Investment Advisers (CRD# 146233) is a financial advisory firm headquartered in Carmel, IN. They manage $14,900,000 in 241 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $61,826
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.

IL, IN, OH

Financial Advisors at Park + Elm Investment Advisers
Showing 1 - 3 of 3 top financial advisors.
1
Jason E. Comer
CRD#: 5779270
12400 North Meridian Street, Suite 150, Carmel, IN 46032
93
Wealthminder
score

Jason Comer (CRD# 5779270) is an Investment Advisor Representative working at Park + Elm Investment Advisers in Carmel, IN and has over 7 years of experience in the finance industry.

2
Kara B. Hieser
CRD#: 4970376
12400 North Meridian Street, Suite 150, Carmel, IN 46032
93
Wealthminder
score

Kara Hieser (CRD# 4970376) is an Investment Advisor Representative working at Park + Elm Investment Advisers in Carmel, IN and has over 14 years of experience in the finance industry.

3
Kevin F. Ward
CRD#: 6582273
12400 North Meridian Street, Suite 150, Carmel, IN 46032
89
Wealthminder
score

Kevin Ward (CRD# 6582273) is an Investment Advisor Representative working at Park + Elm Investment Advisers in Carmel, IN and has over 2 years of experience in the finance industry.

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