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On Target Wealth Partners, LLC CRD 147594
$27.8M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
151 Water Street, Greenwood, IN 46143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-09 |
| IN | RA | APPROVED | 2008-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| On Target Wealth Partners, Llc | Indianapolis | IN | 06/2008 | Present |
HARRISON COLLEGE, 8150 BROOKVILLE ROAD, INDIANAPOLIS, IN 46239-8903, EDUCATION, INSTRUCTOR, STARTED 2009, APPROXIMATELY 60-80 HOURS A MONTH, INSTRUCTOR OF FINANCE AND GENERAL EDUCATION CLASSES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-22 |
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