9752 Lantern Road, Fishers, IN, 46038
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Douglas operates under several DBAs for his LPL business, including Midwest Financial Group, Inc. and Midwest Financial Advisors, Inc. He also provides investment advisory services through Charter Advisory Corporation and spends minimal time on real estate rental through Pinnacle Realty Investments, LLC. Douglas spends about a quarter of his time on fixed insurance sales.