Procourse Fiduciary Advisors, LLC

Procourse Fiduciary Advisors, LLC (CRD# 164328) is a financial advisory firm headquartered in Carmel, IN. They manage $2,809,964,398 in 206 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,810
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $13,640,604
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, KY, WI

Financial Advisors at Procourse Fiduciary Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Kristin V. Dunlevy
CRD#: 2913694
4965 U.s. Highway 42, Suite 1000, Louisville, KY 40222
93
Wealthminder
score

Kristin Dunlevy (CRD# 2913694) is an Investment Advisor Representative working at Procourse Fiduciary Advisors, LLC in Louisville, KY and has over 19 years of experience in the finance industry.

2
Deana J. Harmon
CRD#: 3160405
1180 Medical Ct, Suite A, Carmel, IN 46032
93
Wealthminder
score

Deana Harmon (CRD# 3160405) is an Investment Advisor Representative working at Procourse Fiduciary Advisors, LLC in Carmel, IN and has over 17 years of experience in the finance industry.

3
Brea N. Morrison Dantin
CRD#: 4430268
1180 Medical Ct, Suite A, Carmel, IN 46032
93
Wealthminder
score

Brea Morrison Dantin (CRD# 4430268) is an Investment Advisor Representative working at Procourse Fiduciary Advisors, LLC in Carmel, IN and has over 11 years of experience in the finance industry.

4
Douglas G. Prince
CRD#: 2711184
1180 Medical Ct, Suite A, Carmel, IN 46032
93
Wealthminder
score

Douglas Prince (CRD# 2711184) is an Investment Advisor Representative working at Procourse Fiduciary Advisors, LLC in Carmel, IN and has over 20 years of experience in the finance industry.

5
Jeffrey K. Prince
CRD#: 5815877
1180 Medical Ct, Suite A, Carmel, IN 46032
93
Wealthminder
score

Jeffrey Prince (CRD# 5815877) is an Investment Advisor Representative working at Procourse Fiduciary Advisors, LLC in Carmel, IN and has over 5 years of experience in the finance industry.

6
Ashley E. Cramer
CRD#: 6142383
1180 Medical Ct, Suite A, Carmel, IN 46032
89
Wealthminder
score

Ashley Cramer (CRD# 6142383) is an Investment Advisor Representative working at Procourse Fiduciary Advisors, LLC in Carmel, IN and has over 3 years of experience in the finance industry.

7
Laura A. Mongon
CRD#: 6268541
1180 Medical Ct, Suite A, Carmel, IN 46032
89
Wealthminder
score

Laura Mongon (CRD# 6268541) is an Investment Advisor Representative working at Procourse Fiduciary Advisors, LLC in Carmel, IN and has over 3 years of experience in the finance industry.

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