Melissa
Behrman

The Huntington Investment Company

CRD#4139407
Investment Advisor
in Avon, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Melissa Behrman is a certified financial planner based out of Avon, Indiana with 12 years of relevant experience. Behrman is on the advisory team at The Huntington Investment Company. They have spent all of their employment at The Huntington Investment Company. Behrman maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana. The Huntington Investment Company is a financial advisory business operating out of Columbus, OH. The firm has offices in 766 locations and a total of 432 employees. It handles $4 billion in assets across its 29,200 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 22 charities and foundations. The Huntington Investment Company performs a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees vary depending on which services the firm provides the client. Fee types charged by The Huntington Investment Company typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Avon Banking Office 7717 East U.S. Hwy 36
Avon, IN 46123

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.

The Huntington Investment Company Brokerage Details

Total Assets Under Management

$4,300,721,252

IN Average: $2,106,341,625
Total Number of Employees

432

IN Average: 34
Total Number of Accounts

29,200

IN Average: 1,972
Average Account Size

$147,285

IN Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Melissa Behrman Work History

Melissa has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

The Huntington Investment Company

*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 Melissa Behrman 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 Huntington Financial Advisors

Stephen Garrett
Columbus, OH
Molly Gardner
Warren, MI
Eric Smith
Jenison, MI
Eric Devine
Hartville, OH
Dorian Holmes
Willowbrook, IL
Scott Wertz
Melrose Park, IL
Zarak Carter
Columbus, OH
Ryan Greenhill
Northfield, OH

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.

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