Carinne
Crouse
Teeple Wealth Management, LLC
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About this Advisor
Carinne Crouse is a financial advisor working in Brownsburg, Indiana with 1 year of industry experience. Crouse currently works for Teeple Wealth Management, LLC. During their career, the advisor has held roles at Teeple Wealth Management, LLC, Premier Health Urgent Care, Carefirst Urgent Care, Oakstreet Health, Stay-At-Home Parent, Erp International, Graduate Student, Crouse Financial Solutions, LLC and Twin Cities Hospital. Crouse maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Kentucky and Ohio. Teeple Wealth Management, LLC is a business headquartered in Brownsburg, IN. It has offices in six locations and a total of eight employees. It oversees $127 million in assets under management among its 359 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 359 client accounts, just 12% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Teeple Wealth Management, LLC offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fees typically are based on which services the firm provides the client. Fee types charged by Teeple Wealth Management, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Teeple Wealth Management, LLC Brokerage Details
$126,832,000
8
359
$353,292
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
- Publication of periodicals or newsletters
Carinne Crouse Work History
Carinne has been registered as a financial advisor for 1 years.*
Teeple Wealth Management, LLC
Premier Health Urgent Care
Carefirst Urgent Care
Oakstreet Health
Stay-At-Home Parent
Erp International
Graduate Student
Erp International
Crouse Financial Solutions, LLC
Twin Cities Hospital
Stay-At-Home Parent
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carinne Crouse 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 Teeple Wealth Management, LLC
Brownsburg, IN
Zionsville, IN
Louisville, KY
Brownsburg, IN
Brownsburg, IN
Brownsburg, IN
Brownsburg, IN
Brownsburg, IN
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