Michael
Skehan
Wealthpoint Advisors LLC
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About this Advisor
Michael Skehan is a financial advisor working out of Indianapolis, Indiana with a total of 5 years of industry experience. Skehan currently works for Wealthpoint Advisors LLC. They have spent their entire career at Wealthpoint Advisors Llc. Skehan is able to advise clients in Indiana. Wealthpoint Advisors LLC is a registered investment business that has its headquarters in Indianapolis, IN. It has $272 million in assets under management among its 562 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm provides services to nine charitable organizations. Of its 562 customer accounts, 36% belong to high-net-worth individuals who have more than $1 million in assets. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees largely depend on the type of financial services. Fee types billed by Wealthpoint Advisors LLC most likely include some blend of asset-based and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthpoint Advisors LLC Brokerage Details
$271,922,490
6
562
$483,848
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Skehan Work History
Michael has been registered as a financial advisor for 5 years.*
Wealthpoint Advisors, LLC
*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 Michael Skehan 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 Wealthpoint Advisors LLC
Indianapolis, IN
Indianapolis, IN
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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