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Current Employers
Potts, Hannah & Fischer Wealth Management Group, Llc

7855 South Emerson Ave., Suite S, Indianapolis, IN 46237 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2011-01-03
  • IN RA
    APPROVED
    Since 2011-01-03

Branch Locations

7855 South Emerson Ave., Suite S, Indianapolis, IN 46237 • 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
Potts, Hannah & Fischer, P.C. Indianapolis IN 07/1999 Present
Phf Realty Llc Indianapolis IN 07/2006 Present
Potts, Hannah & Fischer Wealth Management Group, Llc Indianapolis IN 12/2010 Present
Potts, Hannah & Fischer, P.C. Indianapolis IN 07/1999 Present
  • 07/1999 → Present
    Potts, Hannah & Fischer, P.C.
    Indianapolis, IN
  • 07/2006 → Present
    Phf Realty Llc
    Indianapolis, IN
  • 12/2010 → Present
    Indianapolis, IN
  • 07/1999 → Present
    Potts, Hannah & Fischer, P.C.
    Indianapolis, IN
Other Businesses

PHF REALTY, LLC~'NIR'~5140 COMMERCE CIRCLE~ ~INDIANAPOLIS~IN~46237~REAL ESTATE/MORTGAGE/TITLE SERVICES/APPRAISAL~OWNER/SOLE PROPRIETER~7/2006~1HRS~1HRS~REAL ESTATE MANAGEMENT~~POTTS, HANNAH & FISCHER WEALTH~'NIR'~5140 COMMERCE CIRCLE~~INDIANAPOLIS~IN~46237~OTHER~PRESIDENT~12/2009~35HRS~35HRS~MANAGING MEMBER (SOLE MEMBER) OF POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP. LLC~~POTTS, HANNAH & FISCHER, P.C.~'NIR'~5140 COMMERCE CIRCLE~ ~INDIANAPOLIS~IN~46237~TAX PREPARATION/ACCOUNTING~PARTNER/GENERAL PARTNER~7/1999~200HRS~140HRS~ACCOUNTING, BOOKKEEPING, TAX PREP, AND PAYROLL SERVICES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-18
S63 Uniform Securities Agent State Law Examination 2009-10-21
  • S65 Uniform Investment Adviser Law Examination
    2010-11-18
  • S63 Uniform Securities Agent State Law Examination
    2009-10-21

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