Teeple Wealth Management, LLC

Teeple Wealth Management, LLC (CRD# 147676) is a financial advisory firm headquartered in Brownsburg, IN. They manage $48,287,000 in 428 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    428
    ACCOUNTS
  • Average Account Value
    $112,820
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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 Teeple Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kevin J. Lewis
CRD#: 6406190
Brownsburg, IN
95
Wealthminder
score

Kevin Lewis (CRD# 6406190) is an Investment Advisor Representative working at Teeple Wealth Management, LLC in Brownsburg, IN and has over 3 years of experience in the finance industry.

2
Matthew J. Teeple
CRD#: 4827102
Brownsburg, IN
93
Wealthminder
score

Matthew Teeple (CRD# 4827102) is an Investment Advisor Representative working at Teeple Wealth Management, LLC in Brownsburg, IN and has over 13 years of experience in the finance industry.

3
Mark G. Olsen
CRD#: 6787613
1555 W Oak St, Suite 100, Zionsville, IN 46077
87
Wealthminder
score

Mark Olsen (CRD# 6787613) is an Investment Advisor Representative working at Teeple Wealth Management, LLC in Zionsville, IN and has 1 year of experience in the finance industry.

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