The Prudent Expert LLC

The Prudent Expert LLC (CRD# 238792) is a financial advisory firm headquartered in Indianapolis, IN. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting 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, OH

Financial Advisors at The Prudent Expert LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jonathan D. Harris
CRD#: 4706157
8470 Allison Pointe Boulevard, Ste. 130, Indianapolis, IN 46250
96
Wealthminder
score

Jonathan Harris (CRD# 4706157) is an Investment Advisor Representative working at The Prudent Expert LLC in Indianapolis, IN and has over 14 years of experience in the finance industry.

2
Marc C. Gregoire
CRD#: 2499520
8470 Allison Pointe Boulevard, Ste. 130, Indianapolis, IN 46250
93
Wealthminder
score

Marc Gregoire (CRD# 2499520) is an Investment Advisor Representative working at The Prudent Expert LLC in Indianapolis, IN and has over 23 years of experience in the finance industry.

3
Paidemoyo B. Charasika
CRD#: 4091183
8470 Allison Pointe Boulevard, Ste. 130, Indianapolis, IN 46250
90
Wealthminder
score

Paidemoyo Charasika (CRD# 4091183) is an Investment Advisor Representative working at The Prudent Expert LLC in Indianapolis, IN and has over 17 years of experience in the finance industry.

4
Ryan M. Rebholz
CRD#: 6509026
8470 Allison Pointe Boulevard, Ste. 130, Indianapolis, IN 46250
87
Wealthminder
score

Ryan Rebholz (CRD# 6509026) is an Investment Advisor Representative working at The Prudent Expert LLC in Indianapolis, IN and has over 2 years of experience in the finance industry.

5
Jordan A. Brown
CRD#: 4811455
8470 Allison Pointe Boulevard, Ste. 130, Indianapolis, IN 46250
81
Wealthminder
score

Jordan Brown (CRD# 4811455) is an Investment Advisor Representative working at The Prudent Expert LLC in Indianapolis, IN and has over 13 years of experience in the finance industry.

6
James D. Holton
CRD#: 4655227
8470 Allison Pointe Boulevard, Ste. 130, Indianapolis, IN 46250
81
Wealthminder
score

James Holton (CRD# 4655227) is an Investment Advisor Representative working at The Prudent Expert LLC in Indianapolis, IN and has over 14 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.