Mark
Vandygriff

Mindset Wealth Management, LLC

CRD#5459428
Investment Advisor
in Fishers, IN

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About this Advisor

Mark Vandygriff is a financial advisor based in Fishers, Indiana, working with Mindset Wealth Management, LLC. Mark has previously held positions at Sheaff Brock Investment Advisors, LLC and Mindset Wealth Management, LLC. Mark has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Mark is part of Mindset Wealth Management, LLC, which operates out of Fishers, Indiana. The firm has 4 employees and manages assets totaling $205.7 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Mindset Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

12161 Roundtree Rd
Fishers, IN 46037

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Mindset Wealth Management, LLC Brokerage Details

Total Assets Under Management

$205,710,044

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

4

IN Average: 46
Total Number of Accounts

113

IN Average: 1,775
Average Account Size

$1,820,443

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Mark Vandygriff Work History

2024 - Present (0 year)

Mindset Wealth Management, LLC

2014 - Present (10 years)

Sheaff Brock Investment Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mark Vandygriff 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 Mindset Wealth Management, LLC

Mark Vandygriff
Fishers, IN
Peter Bjelopetrovich
Fishers, IN
Seth Hickle
Fishers, IN
James Humphries
Fishers, 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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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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