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Aldebaran Capital LLC

10293 N. Meridian St., Suite 100, 46290

(317) 818-7827 / fax (317) 818-7830

Website: aldebarancapital.com

Local investment advisor reps.: 3

Total FTE employees: 3

Services offered: private portfolio management, securities analysis, investment education

Head(s) of local operations: Kenneth R. Skarbeck, managing partner

Kenneth R. Skarbeck
Edward A. Skarbeck

Established locally: 1999


Axia Advisory Corp.

10293 N. Meridian St., Suite 275, 46290

(317) 630-2800 / fax (317) 630-2808

Website: axiaadvisory.com

Local investment advisor reps.: 4

Total FTE employees: 5

Services offered: retirement plan and investment management consulting

Head(s) of local operations: Keith Shadrick, president & senior consultant

Keith Shadrick

Established locally: 1992


BKD Wealth Advisors

201 N. Illinois St., Suite 700, 46204

(317) 383-4000 / fax (317) 383-4200

Website: bkd.com

Local investment advisor reps.: 3

Total FTE employees: 6

Services offered: investment management and consulting; financial, estate and retirement planning; education funding; tax strategies; risk management

Head(s) of local operations: Robert J. Pruitt, managing partner
Jeff Balyeat, principal
Nadine S. Givens, senior managing advisor

Mike Burlew

Established locally: 1917


Bedel Financial Consulting Inc.

3815 River Crossing Parkway, Suite 120, 46240

(317) 843-1358 / fax (315) 574-5999

Website: bedelfinancial.com

Local investment advisor reps.: 5

Total FTE employees: 13

Services offered: active investment management, comprehensive financial planning, retirement plan consulting, corporate and endowment investment management

Head(s) of local operations: Elaine E. Bedel, CEO, president
Elaine E. Bedel

Elaine E. Bedel
Elaine E. Bedel

Established locally: 1989


Biechele Royce Advisors Inc.

8784 Station St., Fishers 46038

(317) 913-7000 / fax (317) 913-7020

Website: biechele-royce.com

Local investment advisor reps.: 4

Total FTE employees: 7

Services offered: financial and retirement plans, portfolio management, fee-based financial advice

Head(s) of local operations: Justin B. Whelan, president

Justin B. Whelan
Thomas A. Barrett

Established locally: 1994