Howard
Rightsell

United Advisor Group

CRD#1187714
Investment Advisor
in Bloomington, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Howard Rightsell is a financial advisor based in Bloomington, Indiana, working with United Advisor Group. Howard has previously held positions at Invest Financial Corp, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, United Advisor Group, Rightsell & Company, LLC, and Silver Oak Securities. Howard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana and Texas. Currently, Howard is part of United Advisor Group, which operates out of Bloomington, Indiana. The firm has 18 offices and 35 employees. The firm manages assets totaling $578.8 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, selection of other advisers, and educational seminars. The fee structure at United Advisor Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

400 W 7Th Street Suite 101
Bloomington, IN 47404

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

United Advisor Group Brokerage Details

Total Assets Under Management

$578,774,254

Total Number of Employees

35

Total Number of Accounts

5,955

Average Account Size

$97,191

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Howard Rightsell Work History

2023 - Present (1 year)

United Advisor Group

2023 - Present (1 year)

Silver Oak Securities

1983 - Present (41 years)

Rightsell & Company, LLC

2017 - 2023 (6 years)

Cambridge Investment Research, Inc

2017 - 2023 (6 years)

Cambridge Investment Research Advisors, Inc

2011 - 2017 (6 years)

Invest Financial Corp

Disclosures

Please visit the SEC profile of Howard Rightsell 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 United Advisor Group

Stacy Davis
Cincinnati, OH
Michael Deschenes
Cincinnati, OH
Jarom Abel
Idaho Falls, ID
Sheridan Murphy
Cincinnati, OH
Jesse Seidel
Castle Rock, CO
James Justice
Franklin, TN
Nicholas Mcguire
Miamisburg, OH
Aaron Sloan
Springfield, MO

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started