William
Chrisman

Four Quadrant Wealth Advisors, Inc

CRD#7258446
Investment Advisor
in Carmel, IN

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About this Advisor

William Chrisman is a financial advisor based in Carmel, Indiana, working with Four Quadrant Wealth Advisors, Inc. William has previously held positions at Credent Wealth Management, Personal Wealth Partners, LLC, Miller Private Wealth, Worldwide Auctioneers, Four Quadrant Wealth Advisors, Inc, University Of Saint Francis, and Dekalb High School. William has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, William is part of Four Quadrant Wealth Advisors, Inc, which operates out of Carmel, Indiana. The firm has 25 employees and manages assets totaling $134.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Four Quadrant Wealth Advisors, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11939 N Meridian St Ste 225
Carmel, IN 46032

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Four Quadrant Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$134,925,585

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

25

IN Average: 46
Total Number of Accounts

453

IN Average: 1,775
Average Account Size

$297,849

IN Average: $759,012

Investment Advisory Services

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

William Chrisman Work History

2023 - Present (1 year)

Four Quadrant Wealth Advisors, Inc

2023 - 2023 (< 1 year)

Worldwide Auctioneers

2022 - 2022 (< 1 year)

Personal Wealth Partners, LLC

2022 - 2023 (1 year)

Miller Private Wealth

2021 - 2023 (2 years)

Credent Wealth Management

2020 - 2021 (1 year)

Credent Wealth Management

2016 - 2020 (4 years)

University Of Saint Francis

2013 - 2016 (3 years)

Dekalb High School

Disclosures

Please visit the SEC profile of William Chrisman 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 Four Quadrant Wealth Advisors, Inc

William Chrisman
Carmel, IN
Kal Owen
Carmel, IN
Stacy Phillips
Carmel, IN
Brogan Baxter
Carmel, IN
Jason Smith
Indianapolis, 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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