Loading listings...
Loading listings...
Is this your business?
Customers are already searching for financial advisor professionals in Angola — and the inquiries land here whether the profile is claimed or not. Claim a free profile to see them, route them, and reactivate the warm ones automatically. How it works →
Free · 60 seconds · No credit card
We verify your phone before sharing it — no spam.
Geary Steven Wertman is a financial advisor professional located in Angola, IN. They specialize in financial advisory. With over 23 years of experience, they bring deep expertise to every client.
Geary Steven Wertman - Money Concepts Capital Corp holds an active professional license (FINRA CRD) for your protection.
Looking for a financial advisor professional in Angola, IN? Contact Geary Steven Wertman to discuss your needs and schedule a consultation. Compare ratings and reviews to find the right professional for you.
Ready to get started?
Compare professionals in your area to find the best fit.
Get a free, no-obligation quote. It takes less than a minute and Geary Steven Wertman - Money Concepts Capital Corp will respond directly.
Geary Steven Wertman operates Money Concepts Capital Corp, a financial advisory firm based in Angola, Indiana. With 23 years of experience in the financial services industry, Wertman brings substantial tenure to client relationships and financial planning. The business is registered with FINRA (Financial Industry Regulatory Authority) under CRD #4625800, which governs broker-dealers and investment advisors operating in the United States. This registration indicates the firm operates under federal regulatory oversight and compliance standards set by FINRA.
A FINRA CRD registration means Geary Steven Wertman's firm is registered with the Financial Industry Regulatory Authority, the primary regulator for broker-dealers and investment advisors in the United States. This registration requires adherence to FINRA rules, compliance standards, and customer protection protocols. The CRD (Central Registration Depository) number allows clients and regulators to verify the firm's registration status, disciplinary history, and regulatory standing. This oversight provides a layer of consumer protection and ensures the business operates within federally mandated guidelines for financial services.