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Charles Thomas Shearman

Prospero Financial Planning, LLC

Fishers, IN

CRD 2101155

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Employer firm

Prospero Financial Planning, LLC CRD 113046

$4.50M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Prospero Financial Planning, Llc

23 South 8Th Street Suite 3400, Noblesville, IN 46060-2605 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2009-03-27
TX RA APPROVED 2009-01-06
  • IN RA
    APPROVED
    Since 2009-03-27
  • TX RA
    APPROVED
    Since 2009-01-06

Branch Locations

11988 Fishers Crossing Drive Suite 200, Fishers, IN 46038 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Castle Advisory Group, Llc Indianapolis IN 10/2000 Present
  • 10/2000 → Present
    Castle Advisory Group, Llc
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1990-09-25
  • S65 Uniform Investment Adviser Law Examination
    1990-09-25
Designations
  • Certified Financial Planner
Other Names
  • Charles Shearman

View on SEC IAPD

Nearby Firms

CBG & COMPANY, INC.
WRIGHT PLANNING, LLC
BBK WEALTH LLC

Nearby Investors

NICHOLAS DAVID CATLIN
DANIEL EUGENE GARWOOD
ROY CRAIG BODINUS

Nearby Offices

CBG & COMPANY, INC. · FISHERS, IN
WRIGHT PLANNING, LLC · FISHERS, IN
BBK WEALTH LLC · FISHERS, IN

More in Fishers, IN

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