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925 Mezzanine Drive Suite C, Lafayette, IN 47905 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-06 |
| VA | RA | APPROVED | 2026-01-06 |
Branch Locations
925 Mezzanine Drive Suite C, Lafayette, IN 47905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 08/2015 | 11/2016 |
| Center Street Advisors, Inc. | Nashville | TN | 08/2015 | 07/2018 |
| Capital Advisor Network | Lafayette | IN | 07/2018 | Present |
| Kennedy Wealth Group | Lafayette | IN | 11/2016 | 07/2018 |
| Can Wealth Management | Lafayettee | IN | 07/2018 | Present |
Mr. Wickes engages in activities with Appalachian Strategy Group, LLC, a consulting company to assist in tax mitigation strategies. Mr. Wickes may refer clients to use the services of Appalachian Strategies. In connection with Appalachian Strategies, Mr. Wickes may refer clients to a specific law firm, Goodspeed Merrill to assist with these tax services. 5 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-20 |
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