RC
Theresa Claire
from Hurlow Wealth Management Group, Inc.
Theresa Claire is a financial advisor based in Indiana, Bloomington,
with 12 years of experience. Theresa currently works for
Hurlow Wealth Management Group, Inc..
Theresa maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
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
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Theresa Claire works at Hurlow Wealth Management Group, Inc.
Hurlow Wealth Management Group, Inc. is a financial advisory firm based in Bloomington, Indiana. It currently has approximately $478,360,249 of assets under management and employs about 12 people. Hurlow Wealth Management Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3925 Hagan St., Suite 300, Bloomington, Indiana, 47401
Advisor can help with
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