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).

Current Firm Details
1630 W Oak St, Suite 201, Zionsville, IN 46077
https://www.linkedin.com/company/cedar-wealth-partners
By the Numbers
  • Total Assets Under Management
    535
    MILLION
  • Total Number of Accounts
    1,777
    ACCOUNTS
  • Average Account Value
    $301,268
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
The map below shows states where this firm has explicit registration only.

AR, CA, CO, FL, GA, IL, IN, KY, LA, NH, NY, OH, SC, TX, WV

Financial Advisors at Wealth Advisory Solutions, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Marsha Graves, financial advisor Indianapolis IN
Marsha L. Graves
CRD#: 1372938
8888 Keystone Crossing Blvd., Suite 100, Indianapolis, IN 46240

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.

2
Kyle Marburger, financial advisor Zionsville IN
Kyle E. Marburger
CRD#: 6722531
1630 W Oak St, Suite 201, Zionsville, IN 46077

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.

3
Katharine Marvel, financial advisor Indianapolis IN
Katharine B. Marvel
CRD#: 2368706
5435 Emerson Way, Suite 450, Indianapolis, IN 46226

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.

4
Tyler Needler, financial advisor Zionsville IN
Tyler R. Needler
CRD#: 5660871
1630 W Oak St, Suite 201, Zionsville, IN 46077

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.

5
Johnelle Smith, financial advisor Zionsville IN
Johnelle M. Smith
CRD#: 4282078
1630 West Oak Street, Zionsville, IN 46077

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.

6
Steven Smith, financial advisor Zionsville IN
Steven R. Smith
CRD#: 1160933
1630 West Oak Street, Zionsville, IN 46077

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.

7
Elizabeth Sturgeon, financial advisor Zionsville IN
Elizabeth A. Sturgeon
CRD#: 4289855
1630 W Oak St, Suite 201, Zionsville, IN 46077

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.

8
M Warren, financial advisor Zionsville IN
M C. Warren
CRD#: 4310023
1630 W Oak St, Suite 201, Zionsville, IN 46077

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.

9
Rick Davis, financial advisor Zionsville IN
Rick B. Davis
CRD#: 6991717
23 East Cedar Street, Zionsville, IN 46077

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.

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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