Wealthpoint Advisors LLC

Wealthpoint Advisors LLC (CRD# 151723) is a financial advisory firm headquartered in Indianapolis, IN. They manage $188,416,476 in 436 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    188
    MILLION
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $432,148
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 - 6 of 6 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 23 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 13 years of experience in the finance industry.

3
Daniel A. Perkins
CRD#: 6489886
8335 Allison Pointe Trail, Suite 135, Indianapolis, IN 46250
92
Wealthminder
score

Daniel Perkins (CRD# 6489886) is an Investment Advisor Representative working at Wealthpoint Advisors LLC in Indianapolis, IN and has over 2 years of experience in the finance industry. Daniel Perkins 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.

4
Joshua B. Bentz
CRD#: 6644743
8335 Allison Pointe Trail, Suite 135, Indianapolis, IN 46250
88
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.

5
Brianna M. Black
CRD#: 6683956
8335 Allison Pointe Trail, Suite 135, Indianapolis, IN 46250
87
Wealthminder
score

Brianna Black (CRD# 6683956) is an Investment Advisor Representative working at Wealthpoint Advisors LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

6
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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