John
Wildern
Legacy Financial Advisors, Inc
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About this Advisor
John Wildern is a financial advisor based in Carmel, Indiana, working with Legacy Financial Advisors, Inc. John has previously held positions at Fidelity Brokerage Services LLC, 2Nd Vote Advisers, LLC, Inspire Advisors, LLC, Inspire Investing, LLC, Forvis Wealth Advisors, LLC, Legacy Financial Advisors, St. James Investment Company, LLC, and Northcoast Asset Management LLC. John has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Indiana. Currently, John is part of Legacy Financial Advisors, Inc, which operates out of Carmel, Indiana. The firm has 17 employees and manages assets totaling $1.1 billion. 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, and selection of other advisers. The fee structure at Legacy Financial Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Legacy Financial Advisors, Inc Brokerage Details
$1,125,634,229
17
4,401
$255,768
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Wildern Work History
Legacy Financial Advisors
Forvis Wealth Advisors, LLC
Inspire Advisors, LLC
Inspire Investing , LLC
2Nd Vote Advisers, LLC
Fidelity Brokerage Services LLC
St. James Investment Company, LLC
Northcoast Asset Management LLC
Disclosures
Please visit the SEC profile of John Wildern 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 Legacy Financial Advisors, Inc
Covington, KY
Covington, KY
Covington, KY
Covington, KY
Covington, KY
Carmel, IN
Covington, KY
Covington, KY
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