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Featured Business Financial Advisor in Indianapolis, IN
Indianapolis Financial Advisors
Capstone Wealth Advisors
5875 Castle Creek Parkway, Suite 290
Indianapolis, IN 46250
(317) 577-8233
“Trusted Partner. Innovative Solutions. A Better Approach.”
Advisor Profile
Ryan Veldhuizen
Name:  Ryan Veldhuizen
Phone Number:  (317) 577-8233
Website:  Visit Website

About Capstone Wealth Advisors

At Capstone Wealth Advisors, we do things a little differently. Maybe it's because we're Midwesterners, or because we love solving challenging financial puzzles, or because we honestly care about our clients and their families. Whatever the reasons, our approach, combined with the knowledge, insight, and customized service we provide, has enabled us to maintain a client retention rate that is the envy of our peers. We take great pride in the trusted relationships we've nurtured with our clients over the years, and our experienced team is dedicated to providing objective financial advice to help you achieve your life and wealth goals.

General Information

CRD#:    5316123
States Licensed in:    IN
States Willing to do Business in:    Anderson,Arcadia,Atlanta,Beech Grove,Boggstown,Brownsburg,Camby,Carmel,Charlottesville,Cicero,Fairland,Fishers,Fortville,Fountaintown,Greenfield,Greenwood,Indianapolis,Ingalls,Lapel,Lebanon,Lizton,Markleville,Mc Cordsville,New Palestine,Noblesville,Pendleton,Pittsboro,Plainfield,Sheridan,Westfield,Whiteland,Whitestown,Wilkinson,Zionsville
Years of Experience in Financial Services:    11
Number of Years with Current Firm:    4
I work with the following types of clients:    Individual Investors, Businesses


Investment Types:    Mutual Funds, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Bonds
I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, Video Conference, At your home

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66, Series 7
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)

Firm Information

Firm's Number of Clients:    80
Firm's Number of Planning Clients:    80
Firm's Number of Managed Clients:    80
Assets Managed by Firm:    $95,000,000

Compensation and Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Flat Fee, Based on Assets
Prepared By: Ryan Veldhuizen

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