Charles Shearman, financial advisor Fishers IN

Charles Shearman

CRD Number: 2101155
Current Firm: Prospero Financial Planning, LLC

Charles Shearman (CRD# 2101155) is an Investment Advisor Representative working at Prospero Financial Planning, LLC in Fishers, IN and has over 29 years of experience in the finance industry. Charles Shearman 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.

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Professional Designations
Company Name Location Dates Years
Castle Advisory Group, LLC Indianapolis, IN Oct 2000 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 1990
Contact Info for Charles T. Shearman
Phone Number: 317-774-5136
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $183,553
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

IN, TX

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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