pe
Park + Elm Investment Advisers
SEC-regulated
Registered investment advisor
Park and Elm Investment Advisers LLC is a registered investment adviser based in Carmel, IN. The firm's principal, Jason E. Comer, holds a Bachelor's Degree in Finance from Ball State University and has been a Registered Investment Adviser since 2010 with a Series 65 certification. Comer has been with Park and Elm Investment Advisers since January 2010 and is also involved in real estate development projects. He does not receive additional compensation beyond what is received as a member of the firm. The firm's owner, Kevin Ward, supervises all activities, adhering to required regulations and following the firm's policies and procedures manual, including the Code of Ethics. Comer has no reportable disciplinary history and has not been involved in any events related to fraud, theft, or unethical practices. The firm's personnel are evaluated based on education and work experience, with ongoing supervision including account reviews and compliance checks. For more information, individuals can contact Park and Elm Investment Advisers LLC directly at 855-PARKELM or visit their website at www.park-elm.com.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting