First American Advisory, LLC

First American Advisory, LLC (CRD# 119825) is a financial advisory firm headquartered in Bloomington, IN. They manage $69,277,645 in 92 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

1802 W 17th Street, Bloomington, IN 47404

By the Numbers

Total Assets Under Management

69

MILLION
Total Number of Accounts

92

ACCOUNTS
Average Account Value

$753,018

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Commissions

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

IN, NE

Financial Advisors at First American Advisory, LLC

Showing 1 - 2 of 2 top financial advisors.

Clint S. Fish

CRD#: 2377710

1802 W 17th Street, Bloomington, IN 47404

Clint Fish (CRD# 2377710) is an Investment Advisor Representative working at First American Advisory, LLC in Bloomington, IN and has over 30 years of experience in the finance industry.

Susan D. Wier

CRD#: 1322608

1802 W 17th Street, Bloomington, IN 47404

Susan Wier (CRD# 1322608) is an Investment Advisor Representative working at First American Advisory, LLC in Bloomington, IN and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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