Emily
Turner

Teeple Snyder Newsome Wealth Management

CRD#7500730
Investment Advisor
in Brownsburg, IN

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About this Advisor

Emily Turner is a financial advisor based in Brownsburg, Indiana, working with Teeple Snyder Newsome Wealth Management. Emily has previously held positions at Teeple Wealth Management, LLC, Ronald Blue Trust, Central Indiana Community Foundation, Mission Guatemala, Ronald Blue & Company, Indiana Public Retirement System, Cortland Capital Market Services, Wabash Valley Community Foundation, Biz Hounds-University Of Indianapolis, and as a full-time student. Emily has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Emily is part of Teeple Snyder Newsome Wealth Management, which operates out of Brownsburg, Indiana. The firm has 7 offices and 9 employees. The firm manages assets totaling $169.5 million and 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 publication of newsletters. The fee structure at Teeple Snyder Newsome Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

111 East Main Street
Brownsburg, IN 46112

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Teeple Snyder Newsome Wealth Management Brokerage Details

Total Assets Under Management

$169,514,755

IN Average: $1,347,246,178
Total Number of Employees

9

IN Average: 46
Total Number of Accounts

1,559

IN Average: 1,775
Average Account Size

$108,733

IN Average: $759,012

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

Emily Turner Work History

2022 - Present (2 years)

Teeple Wealth Management, LLC

2021 - Present (3 years)

Teeple Wealth Management, LLC

2019 - 2021 (2 years)

Ronald Blue Trust

2018 - 2019 (1 year)

Central Indiana Community Foundation

2018 - 2018 (< 1 year)

Mission Guatemala

2017 - 2017 (< 1 year)

Ronald Blue & Company

2017 - 2017 (< 1 year)

Indiana Public Retirement System

2016 - 2016 (< 1 year)

Cortland Capital Market Services

2015 - 2015 (< 1 year)

Wabash Valley Community Foundation

2014 - 2018 (4 years)

Biz Hounds-University Of Indianapolis

2010 - 2019 (9 years)

Full-Time Student

Disclosures

Please visit the SEC profile of Emily Turner 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 Snyder Newsome Wealth Management

Timothy Dukeman
Brownsburg, IN
Michael Richey
Brownsburg, IN
Matthew Snyder
Brownsburg, IN
Aaron Downs
Brownsburg, IN
Mark Olsen
Zionsville, IN
Park Leacock
Brownsburg, IN
Kimberly Newsome
Brownsburg, IN
Emily Turner
Brownsburg, 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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