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 13 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 22 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 16 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 1 year 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 12 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 13 years of experience in the finance industry.

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