Somerset Cpas, P.c.

Somerset Cpas, P.c. (CRD# 112848) is a financial advisory firm headquartered in Indianapolis, IN. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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.

IN

Financial Advisors at Somerset Cpas, P.c.
Showing 1 - 1 of 1 top financial advisors.
1
Valerie K. Brennan
CRD#: 3156911
3925 River Crossing Parkway, 3rd Floor, Indianapolis, IN 46240
93
Wealthminder
score

Valerie Brennan (CRD# 3156911) is an Investment Advisor Representative working at Somerset Cpas, P.c. in Indianapolis, IN and has over 17 years of experience in the finance industry.

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