TrueAdvisor
TrueAdvisor
CS
CS

Carson Shadowen

Cerity Partners LLC
27 Years of Experience
Indianapolis, IN
1 Disclosure
View SEC Summary
View SEC Summary

Carson Shadowen is a registered investment advisor at Cerity Partners LLC, based in Indianapolis, IN, with 27 years of industry experience. Carson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 26,230 clients with $160B in assets under management.

Cerity Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
740 advisors
Number of Clients
26,230 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$161.7B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable based on the size and complexity of the relationship, and generally do not exceed 1.50% per year. Minimum annual fees may apply to smaller accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2920 East 96 Street, Indianapolis, IN, 46240

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cerity Partners LLC
October 2024 - Present · 2 yrs
Previous Registrations
Sbc Wealth Management
January 2011 - November 2024 · 13 yrs 10 mos
LPL Financial LLCBroker
October 2010 - May 2018 · 7 yrs 7 mos
LPL Financial LLC
October 2010 - October 2015 · 5 yrs
J.J.B. Hilliard, W.L. Lyons, LLC
December 2005 - October 2010 · 4 yrs 10 mos
J.J.B Hilliard, W.L. Lyons, LLCBroker
May 2005 - October 2010 · 5 yrs 5 mos
Fifth Third Securities, INC.Broker
December 2002 - May 2005 · 2 yrs 5 mos
Van Kampen Funds INC.Broker
January 2001 - November 2002 · 1 yr 10 mos
American Express Financial Advisors INC.Broker
July 1999 - January 2001 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
July 1999 - January 2001 · 1 yr 6 mos
State Registrations2 states
INTX
Advisor

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.
More Advisors
More financial advisors in Indianapolis, IN →All financial advisors in Indiana →