Mj Retirement

Mj Retirement (CRD# 164328) is a financial advisory firm headquartered in Carmel, IN. They manage $4,412,477,143 in 314 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,412
    MILLION
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $14,052,475
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
The map below shows states where this firm has explicit registration only.

IL, IN, KY, LA, MI, SC, WI

Financial Advisors at Mj Retirement
Showing 1 - 8 of 8 top financial advisors.
1
Ashley Burchard
CRD#: 6142383
571 Monon Blvd, Suite 400, Carmel, IN 46032

Ashley Burchard (CRD# 6142383) is an Investment Advisor Representative working at Mj Retirement in Carmel, IN and has over 10 years of experience in the finance industry.

2
Paul A. Donahue
CRD#: 5207691
571 Monon Blvd, Suite 400, Carmel, IN 46032

Paul Donahue (CRD# 5207691) is an Investment Advisor Representative working at Mj Retirement in Carmel, IN and has over 17 years of experience in the finance industry.

3
Matthew Fleck
CRD#: 4900870
571 Monon Blvd, Suite 400, Carmel, IN 46032

Matthew Fleck (CRD# 4900870) is an Investment Advisor Representative working at Mj Retirement in Carmel, IN and has over 18 years of experience in the finance industry.

4
Brea N. Morrison Dantin
CRD#: 4430268
571 Monon Blvd, Suite 400, Carmel, IN 46032

Brea Morrison Dantin (CRD# 4430268) is an Investment Advisor Representative working at Mj Retirement in Carmel, IN and has over 19 years of experience in the finance industry.

5
Douglas G. Prince
CRD#: 2711184
571 Monon Blvd, Suite 400, Carmel, IN 46032

Douglas Prince (CRD# 2711184) is an Investment Advisor Representative working at Mj Retirement in Carmel, IN and has over 27 years of experience in the finance industry.

6
Jeffrey K. Prince
CRD#: 5815877
571 Monon Blvd, Suite 400, Carmel, IN 46032

Jeffrey Prince (CRD# 5815877) is an Investment Advisor Representative working at Mj Retirement in Carmel, IN and has over 12 years of experience in the finance industry.

7
Michael F. Richey
CRD#: 6516558
571 Monon Blvd, Suite 400, Carmel, IN 46032

Michael Richey (CRD# 6516558) is an Investment Advisor Representative working at Mj Retirement in Carmel, IN and has over 4 years of experience in the finance industry.

8
Chase Sanders
CRD#: 7139613
571 Monon Blvd, Suite 400, Carmel, IN 46032

Chase Sanders (CRD# 7139613) is an Investment Advisor Representative working at Mj Retirement in Carmel, IN and has over 4 years of experience in the finance industry.

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