Wealth Advisory Solutions, LLC

Wealth Advisory Solutions, LLC (CRD# 288903) is a financial advisory firm headquartered in Zionsville, IN. They manage $192,992,818 in 1,184 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    193
    MILLION
  • Total Number of Accounts
    1,184
    ACCOUNTS
  • Average Account Value
    $163,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, FL, GA, IL, IN, KY, MI, NY, OH, TN, TX, WV

Financial Advisors at Wealth Advisory Solutions, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Dino N. Efthimiou
CRD#: 4917635
Zionsville, IN 46077

Dino Efthimiou (CRD# 4917635) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 14 years of experience in the finance industry. Dino Efthimiou 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
Brent L. Emerick
CRD#: 1021905
Zionsville, IN 46077

Brent Emerick (CRD# 1021905) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 34 years of experience in the finance industry. Brent Emerick 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.

3
Ivy M. Emerick
CRD#: 1315322
Zionsville, IN 46077

Ivy Emerick (CRD# 1315322) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 35 years of experience in the finance industry. Ivy Emerick 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.

4
Nicholas G. Finnigan
CRD#: 5712810
Zionsville, IN 46077

Nicholas Finnigan (CRD# 5712810) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 3 years of experience in the finance industry.

5
David C. Hobbs
CRD#: 5004505
Zionsville, IN 46077

David Hobbs (CRD# 5004505) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 12 years of experience in the finance industry. David Hobbs 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.

6
Katharine B. Marvel
CRD#: 2368706
Indianapolis, IN 46226

Katharine Marvel (CRD# 2368706) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Indianapolis, IN and has over 26 years of experience in the finance industry.

7
Tyler R. Needler
CRD#: 5660871
Zionsville, IN 46077

Tyler Needler (CRD# 5660871) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 10 years of experience in the finance industry.

8
Elizabeth A. Sturgeon
CRD#: 4289855
Zionsville, IN 46077

Elizabeth Sturgeon (CRD# 4289855) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 18 years of experience in the finance industry.

9
M C. Warren
CRD#: 4310023
Zionsville, IN 46077

M Warren (CRD# 4310023) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 19 years of experience in the finance industry. M Warren 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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