Ross
Gaddy

Trustwealth Strategies, LLC

CRD#6735764
Investment Advisor
in Indianapolis, IN

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About this Advisor

Ross Gaddy is a financial advisor based out of Indianapolis, Indiana who has 2 years of industry experience. Gaddy is currently employed by Trustwealth Strategies, LLC. Throughout their career, Gaddy has worked at Mass Mutual Life Insurance Company, Mml Investors Services, Gaddy And Gaddy Law Firm, Indiana University Office Of Admissions, Westpoint Financial Group and Trustwealth Strategies. Gaddy has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Indiana. Trustwealth Strategies, LLC is an advisory firm operating in Indianapolis, Indiana.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Office Location

9000 Keystone Crossing Suite 400
Indianapolis, IN 46240

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Ross Gaddy Work History

Ross has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Trustwealth Strategies

2016 - Present (8 years)

Mass Mutual Life Insurance Company

2016 - Present (8 years)

Mml Investors Services

2016 - 2016 (< 1 year)

Gaddy And Gaddy Law Firm

2016 - 2020 (4 years)

Westpoint Financial Group

2011 - 2015 (4 years)

Indiana University Office Of Admissions

*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 Ross Gaddy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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