Joshua
Bennett

Vincere Wealth Management, LLC

CRD#6106376
Investment Advisor
in Indianapolis, IN

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About this Advisor

Joshua Bennett is a certified financial planner working in Indianapolis, Indiana, with a total of 5 years of industry experience. Bennett is currently employed by Vincere Wealth Management, LLC. The advisor has gained experience at Charles Schwab & Co., Inc, Charles Schwab Bank, Aim Right Media, LLC, Uber, Getaround, Polaris Greystone Financial Group, LLC, Vincere Wealth Management, LLC, Surepath Wealth Management, LLC, Brewer Consulting, Vincere Tax, LLC and Centsibly Inc. Bennett holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to operate in Arkansas, California, Colorado, Indiana, Minnesota, Montana, Texas, Utah and Washington. Vincere Wealth Management, LLC is a business headquartered in Indianapolis, IN. The investment advisory business has offices in five locations and a total of 10 people on staff. It controls $44 million in total assets among its 555 accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 555 accounts, 29% are held by high-net-worth investors who have greater than $1 million in investable assets. Vincere Wealth Management, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically depend on the services provided. Fees billed by Vincere Wealth Management, LLC may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3500 Depauw Blvd. Suite 10818
Indianapolis, IN 46268

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Vincere Wealth Management, LLC Brokerage Details

Total Assets Under Management

$43,772,976

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

10

IN Average: 46
Total Number of Accounts

555

IN Average: 1,775
Average Account Size

$78,870

IN Average: $759,012

Investment Advisory Services

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

Joshua Bennett Work History

Joshua has been registered as a financial advisor for 5 years.*

2020 - Present (4 years)

Vincere Tax, LLC

2018 - Present (6 years)

Vincere Wealth Management, LLC

2012 - Present (12 years)

Aim Right Media, LLC

2021 - 2022 (1 year)

Centsibly Inc

2018 - 2019 (1 year)

Surepath Wealth Management, LLC

2018 - 2019 (1 year)

Brewer Consulting

2017 - 2017 (< 1 year)

Polaris Greystone Financial Group, LLC

2015 - 2015 (< 1 year)

Uber

2015 - 2015 (< 1 year)

Getaround

2013 - 2017 (4 years)

Charles Schwab Bank

2012 - 2017 (5 years)

Charles Schwab & Co., Inc

*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 Joshua Bennett 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 Vincere Wealth Management, LLC

Joshua Bennett
Indianapolis, IN
Jennifer Swindler
Bluffdale, UT
Peter Uihlein
Indianapolis, IN
Steinar Jewett
Indianapolis, IN
Travis Buck
Bozeman, MT
Renee Marinez
Denver, CO
Isaiah Douglass
Indianapolis, IN
Meredith Jones
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.

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