MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 122212). Regulatory assets under management: $776.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Kevin Jay Ervin | SENIOR FINANCIAL PLANNER | — |
| Jessica Lynn Bokhart | SENIOR FINANCIAL PLANNER | — |
| Kyle B Thompson | SENIOR FINANCIAL PLANNER | — |
| Katie Jo Fischer | CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER | — |
| Patrick Kyle Roberts | MANAGING PARTNER | — |
| Aaron Randel Paul Williams | SENIOR FINANCIAL PLANNER | — |
| WILLIAMS DAVID PAUL | SENIOR FINANCIAL PLANNER | — |
| ERVIN KEVIN JAY | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; MANAGING PARTNER (+1 more) | — |
| BELL BRADLEY S | MANAGING MEMBER; MEMBER | — |
| GROSS HOWARD I | MEMBER | — |
| BIRK JEFFREY W | MEMBER | — |
| EICHENBERGER STEVEN A | MEMBER | — |
| REED STEVEN W | MEMBER | — |
| COULTER JEFFREY L | MEMBER | — |
| THOMPSON LISA B | OWNER; PARTNER; SENIOR FINANCIAL PLANNER | — |
| WOODWARD TIMOTHY BRAD | CHIEF COMPLIANCE OFFICER; OWNER | — |
| BOKHART JESSICA LYNN | OWNER; PARTNER; SENIOR FINANCIAL PLANNER/MANAGING PARTNER | — |
| FISCHER KATIE JO | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER | — |
| ROBERTS PATRICK KYLE | SENIOR INVESTMENT ADVISOR | — |
| Austin B Angel | SENIOR FINANCIAL PLANNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CRAWFORDSVILLE | IN | 1 | 317-860-1085 |
| — | — | 1 | 317-870-1379 |
| — | — | 1 | 317-672-1952 |
| — | — | 1 | 317-672-1947 |
| — | — | 1 | 317-672-1951 |
| — | — | 1 | 317-672-1949 |
| — | — | 1 | 317-552-0505 |
| CRAWFORDSVILLE | IN | 1 | 317-860-1085 |
| — | — | 1 | 317-870-1379 |
| — | — | 1 | 317-672-1952 |
| — | — | 1 | 317-672-1947 |
| — | — | 1 | 317-672-1951 |
| — | — | 1 | 317-672-1949 |
| — | — | 1 | 317-552-0505 |