Audrey Bruch (CRD# 4347202) is an Investment Advisor Representative working at Sheaff Brock Investment Advisors, LLC in Indianapolis, IN and has over 13 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Sbauer Funds, LLC | Indianapolis, IN | Mar 2019 - Current | 5 |
Trust Advisors, LLC | Indianapolis, IN | Dec 2018 - Current | 5 |
Salzinger Sheaff Brock | Indianapolis, IN | Mar 2017 - Current | 7 |
Innovative Portfolios, LLC | Carmel, IN | Mar 2017 - Current | 7 |
Sheaff Brock Investment Advisors, LLC | Indianapolis, IN | Sep 2016 - Current | 7 |
Sheaff Brock Investment Advisors, LLC | Indianapolis, IN | Jun 2016 - Sep 2016 | < 1 |
Wallington Asset Management | Indianapolis, IN | Nov 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- IN
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Total Assets Under Management1,351MILLIONS
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Total Number of Accounts1,998ACCOUNTS
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Average Account Value$676,146
- 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
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