Featured Business Financial Advisor in Carmel, IN
Carmel Financial Advisors
Catalyze Wealth Management
550 Congressional Blvd, Suite 115
Carmel, IN 46032
(317) 577-8233
“Your Life. Your Wealth. Your Plan.”
Advisor Profile
Ryan Veldhuizen
Name:  Ryan Veldhuizen
Phone Number:  (317) 577-8233
Website:  Visit Website

About Catalyze Wealth Management

To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals.

This not only requires the coordination of a team of experts, but also requires leveraging the latest technology to provide you with the ongoing insights, tools, and actionable advice you need to optimize your time and pursue your life goals with confidence.

We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments. The comprehensive services we provide and our fee model reflect this reality.

You can learn more about the Catalyze team and the expertise we bring to your unique situation on our website.
 

General Information

States Willing to do Business in:    Anderson,Arcadia,Atlanta,Beech Grove,Brownsburg,Camby,Carmel,Cicero,Fishers,Fortville,Greenfield,Greenwood,Indianapolis,Ingalls,Lapel,Lebanon,Lizton,Mc Cordsville,New Palestine,Noblesville,Pendleton,Pittsboro,Plainfield,Sheridan,Westfield,Whitestown,Zionsville,Wilkinson
I work with the following types of clients:    Businesses, Individual Investors
CRD#:    5316123
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    2
 

Services

Investment Types:    Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
 

Qualifications & Memberships

Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)
Securities Licenses:    Series 66
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER, CFP®
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Compensation Methods:    Based on Assets, Flat Fee
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 
 
 
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