Wealthpoint Advisors LLC
Wealthpoint Advisors LLC (CRD# 151723) is a financial advisory firm headquartered in Indianapolis, IN. They manage $271,922,490 in 562 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management272MILLION
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Total Number of Accounts562ACCOUNTS
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Average Account Value$483,848
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, IN
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.
Brent Walker (CRD# 2480709) is an Investment Advisor Representative working at Wealthpoint Advisors LLC in Indianapolis, IN and has over 29 years of experience in the finance industry.
Jack Newcomer (CRD# 7767285) is an Investment Advisor Representative working at Wealthpoint Advisors LLC in Indianapolis, IN and has 1 year of experience in the finance industry.