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Benjamin Michel Weber

Halter Ferguson Financial Inc

Carmel, IN

CRD 6305137

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Employer firm

Halter Ferguson Financial Inc CRD 109563

$705M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

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

Current Employers
Halter Ferguson Financial Inc

13080 Grand Blvd. Suite 130, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-09-17
  • IN RA
    APPROVED
    Since 2024-09-17

Branch Locations

13080 Grand Blvd. Suite 130, Carmel, IN 46032 • 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
Halter Ferguson Financial, Inc. Indianapolis IN 11/2020 Present
Protect Your Home Indianapolis IN 07/2020 11/2020
Unemployed Indianapolis IN 03/2020 07/2020
Uber Technologies Inc. Indianapolis IN 09/2019 03/2020
Lyft, Inc. Indianapolis IN 09/2019 03/2020
Valeo Financial Advisors, Llc Indianapolis IN 06/2017 08/2019
Indiana State University Terre Haute IN 08/2013 05/2017
  • 11/2020 → Present
    Halter Ferguson Financial, Inc.
    Indianapolis, IN
  • 07/2020 → 11/2020
    Protect Your Home
    Indianapolis, IN
  • 03/2020 → 07/2020
    Unemployed
    Indianapolis, IN
  • 09/2019 → 03/2020
    Uber Technologies Inc.
    Indianapolis, IN
  • 09/2019 → 03/2020
    Lyft, Inc.
    Indianapolis, IN
  • 06/2017 → 08/2019
    Valeo Financial Advisors, Llc
    Indianapolis, IN
  • 08/2013 → 05/2017
    Indiana State University
    Terre Haute, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-24
  • S65 Uniform Investment Adviser Law Examination
    2024-08-24

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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