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 20 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 18 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 12 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 21 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 6 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 4 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.