EW
EW

Edward Wetzel

24 Years of Experience
Noblesville, IN
Broker

Edward Wetzel is a registered investment advisor, based in Noblesville, IN, with 24 years of industry experience.

Location

5570 Pebble Village Lane, Ste. 200, Noblesville, IN, 46062

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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

Edward is an advisory representative of a registered investment advisor (RIA), spending about 10-20% of his time on investment-related activities and trading. He also spends minimal time on investment-related activities and trading with Prosperity Financial Advisors, LLC.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
August 2020 - Present · 6 yrs 1 mo
Cambridge Investment Research Advisors, INC.
August 2020 - Present · 6 yrs 1 mo
Previous Registrations
Lincoln Financial Securities Corporation
August 2012 - August 2020 · 8 yrs
Lincoln Financial Securities CorporationBroker
August 2012 - August 2020 · 8 yrs
Woodbury Financial Services, INC.Broker
April 2008 - August 2012 · 4 yrs 4 mos
Woodbury Financial Services, INC.
April 2008 - August 2012 · 4 yrs 4 mos
Genworth Financial Advisers Corporation
October 2002 - April 2008 · 5 yrs 6 mos
Genworth Financial Securities CorporationBroker
October 2001 - April 2008 · 6 yrs 6 mos
State Registrations2 states
INTX
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.
Edward Wetzel - Financial Advisor | TrueAdvisor