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 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
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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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.