Brian
Short
Spectrum Wealth Management
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About this Advisor
Brian Short is a financial advisor based in Indianapolis, Indiana, working with Spectrum Wealth Management. Brian has previously held positions at The Huntington National Bank, The Huntington Investment Company, TD Ameritrade, Fidelity Brokerage Services, LLC, and Spectrum Wealth Management. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Brian is part of Spectrum Wealth Management, which operates out of Indianapolis, Indiana. The firm has 13 employees and manages assets totaling $976.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Spectrum Wealth Management includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spectrum Wealth Management Brokerage Details
$976,381,669
13
1,263
$773,065
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Brian Short Work History
Spectrum Wealth Management
Fidelity Brokerage Services, LLC
Td Ameritrade
Td Ameritrade
The Huntington National Bank
The Huntington Investment Company
Disclosures
Please visit the SEC profile of Brian Short to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spectrum Wealth Management
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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