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Barbara Ingelhart

37 Years of Experience
Schereville, IN
Broker

Barbara Ingelhart is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Schereville, IN, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

450 West Lincoln Highway, Schereville, IN, 46375

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Barbara is dually employed with First Financial Bank, N.A., dedicating a few hours per week. She also works as an investment/financial advisor to clients at Yellow Cardinal Brokerage Services, taking about half of Barbara's time or more.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2017 - Present · 9 yrs
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 8 mos
Previous Registrations
Robert Thomas Securities, INCBroker
October 1997 - January 1999 · 1 yr 3 mos
Robert Thomas Securities, INCBroker
November 1990 - August 1997 · 6 yrs 9 mos
Invest Financial CorporationBroker
November 1988 - November 1990 · 2 yrs
State Registrations16 states
AZCACOFLGAILINKYMIMONMNVOKTXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Barbara Ingelhart - Financial Advisor | TrueAdvisor