Wealth Advisory Solutions, LLC
Wealth Advisory Solutions, LLC (CRD# 288903) is a financial advisory firm headquartered in Zionsville, IN. They manage $535,354,023 in 1,777 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management535MILLION
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Total Number of Accounts1,777ACCOUNTS
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Average Account Value$301,268
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AR, CA, CO, FL, GA, IL, IN, KY, LA, NH, NY, OH, SC, TX, WV
Marsha Graves (CRD# 1372938) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Indianapolis, IN and has over 17 years of experience in the finance industry.
Kyle Marburger (CRD# 6722531) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 7 years of experience in the finance industry.
Katharine Marvel (CRD# 2368706) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Indianapolis, IN and has over 30 years of experience in the finance industry.
Tyler Needler (CRD# 5660871) 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.
Johnelle Smith (CRD# 4282078) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 23 years of experience in the finance industry.
Steven Smith (CRD# 1160933) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 37 years of experience in the finance industry.
Elizabeth Sturgeon (CRD# 4289855) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 22 years of experience in the finance industry.
M Warren (CRD# 4310023) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 23 years of experience in the finance industry.
Rick Davis (CRD# 6991717) is an Investment Advisor Representative working at Wealth Advisory Solutions, LLC in Zionsville, IN and has over 4 years of experience in the finance industry.