Wealthpoint Advisors LLC

Wealthpoint Advisors LLC (CRD# 151723) is a financial advisory firm headquartered in Indianapolis, IN. They manage $145,145,507 in 362 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    362
    ACCOUNTS
  • Average Account Value
    $400,954
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, IN

Financial Advisors at Wealthpoint Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brent M. Walker
CRD#: 2480709
8335 Allison Pointe Trail, Suite 135, Indianapolis, IN 46250
96
Wealthminder
score

Brent Walker (CRD# 2480709) is an Investment Advisor Representative working at Wealthpoint Advisors LLC in Indianapolis, IN and has over 22 years of experience in the finance industry. Brent Walker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lynn A. Thompson
CRD#: 4803166
8335 Allison Pointe Trail, Suite 135, Indianapolis, IN 46250
93
Wealthminder
score

Lynn Thompson (CRD# 4803166) is an Investment Advisor Representative working at Wealthpoint Advisors LLC in Indianapolis, IN and has over 12 years of experience in the finance industry.

3
Joshua B. Bentz
CRD#: 6644743
8335 Allison Pointe Trail, Suite 135, Indianapolis, IN 46250
90
Wealthminder
score

Joshua Bentz (CRD# 6644743) is an Investment Advisor Representative working at Wealthpoint Advisors LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

4
Michael P. Skehan
CRD#: 4479707
8335 Allison Pointe Trail, Suite 135, Indianapolis, IN 46250
87
Wealthminder
score

Michael Skehan (CRD# 4479707) is an Investment Advisor Representative working at Wealthpoint Advisors LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

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