Vincere Wealth Management, LLC

Vincere Wealth Management, LLC (CRD# 293852) is a financial advisory firm headquartered in Indianapolis, IN. They manage $62,012,126 in 731 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
3500 Depauw Blvd., Suite 10818, Indianapolis, IN 46268
http://www.vincerewealth.com
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    731
    ACCOUNTS
  • Average Account Value
    $84,832
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, CO, FL, GA, IL, IN, LA, MA, MN, MO, MT, NE, NH, NY, OH, OR, PA, TX, UT, WA

Financial Advisors at Vincere Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Joshua Bennett, financial advisor Indianapolis IN
Joshua M. Bennett
CRD#: 6106376
3500 Depauw Blvd., Suite 10818, Indianapolis, IN 46268

Joshua Bennett (CRD# 6106376) is an Investment Advisor Representative working at Vincere Wealth Management, LLC in Indianapolis, IN and has over 11 years of experience in the finance industry.

2
Travis Buck, financial advisor Bozeman MT
Travis W. Buck
CRD#: 6388246
Bozeman, MT

Travis Buck (CRD# 6388246) is an Investment Advisor Representative working at Vincere Wealth Management, LLC in Bozeman, MT and has over 9 years of experience in the finance industry.

3
Renee Marinez, financial advisor Denver CO
Renee E. Marinez
CRD#: 6638974
Denver, CO

Renee Marinez (CRD# 6638974) is an Investment Advisor Representative working at Vincere Wealth Management, LLC in Denver, CO and has over 5 years of experience in the finance industry.

4
Peter Uihlein, financial advisor Indianapolis IN
Peter T. Uihlein
CRD#: 5834932
3500 Depauw Blvd., Suite 10818, Indianapolis, IN 46268

Peter Uihlein (CRD# 5834932) is an Investment Advisor Representative working at Vincere Wealth Management, LLC in Indianapolis, IN and has over 13 years of experience in the finance industry.

5
Ryan Koopmans, financial advisor Brentwood CA
Ryan D. Koopmans
CRD#: 7461394
1103 Windhaven Ct, Brentwood, CA 94513

Ryan Koopmans (CRD# 7461394) is an Investment Advisor Representative working at Vincere Wealth Management, LLC in Brentwood, CA and has over 2 years of experience in the finance industry.

6
Jennifer Swindler, financial advisor Bluffdale UT
Jennifer A. Swindler
CRD#: 7520540
Bluffdale, UT

Jennifer Swindler (CRD# 7520540) is an Investment Advisor Representative working at Vincere Wealth Management, LLC in Bluffdale, UT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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