Adam Young
Bloomington, Indiana, 47404
Member Since 2009
Hoosier Financial is dedicated to providing unbiased financial guidance that is free of conflict of interest, regardless of net worth. We believe that while most investors focus their attention on things they cannot control, the economy, markets etc, they miss out on the one area of their portfolio that they have complete control over...the cost. We have the experience and integrity to help you achieve your most important goals including college education for your children, the purchase of a second home, a comfortable retirment and a legacy for your family. We provide the peace of mind that comes from knowing you have entrusted your financial future to an advisor that cares about you regardless of the size of your portfoli
My Location
Background Information
Years of Financial Experience
- 8
Education
- Vincennes University (Associate in Science)
- Indiana University (Bachelor of Arts)
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Sterne Agee/Trade PMR
Types of Financial Reports
- Performance Report (Semi-Annually)
- Market Environment Report (Semi-Annually)
- Custodial Report (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly, semi-annually and upon request
- I review my clients' investment portfolios with them quarterly, semi-annually and upon request
Registration & Licensing
- CRD/IARD Number: 5222927
- Securities Registrations: Series 66
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Hoosier Financial
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, Business Services
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Hedge Fund, Derivatives, Commodities, Currencies, REITs, Equity, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health, Property & Casualty, Business
Visit Website - http://www.hoosierfinancial.com
