Mindset Wealth Management, LLC
Mindset Wealth Management, LLC (CRD# 330384) is a financial advisory firm headquartered in Fishers, IN. They manage $205,710,044 in 113 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management206MILLION
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Total Number of Accounts113ACCOUNTS
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Average Account Value$1,820,443
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, IL, IN, LA, TX
Financial Advisors at Mindset Wealth Management, LLC
1
Peter Bjelopetrovich (CRD# 5995059) is an Investment Advisor Representative working at Mindset Wealth Management, LLC in Fishers, IN and has over 9 years of experience in the finance industry.
2
Mark Vandygriff (CRD# 5459428) is an Investment Advisor Representative working at Mindset Wealth Management, LLC in Fishers, IN and has over 15 years of experience in the finance industry.
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