Credent Wealth Management Employee Directory

Financial ServicesIndiana, United States51-200 Employees

Advisors Who Care as Much as You Do // 

At Credent Wealth Management, we help hardworking Americans maintain their standard of living without worrying about money for the rest of their lives.  

Our fee-only, fiduciary approach means you receive transparent, conflict-free advice focused entirely on your goals. Through our team-based structure, you'll work with dedicated wealth professionals who collaborate to create your comprehensive financial plan, providing clarity through life's most important financial events. 

As a partner-owned, partner-led firm with consistent standards and service, we're building something that lasts — a "forever firm," where your relationship with us transcends any individual advisor. We provide proactive guidance that helps you focus on what you can control while navigating what you cannot. 

Ready to experience the Credent difference? Contact us today to discover how our caring approach can change your financial life. 

Investment advice offered through CX Institutional, a registered investment advisor.

Find Credent Wealth Management employees' phone numbers or email addresses

Credent Wealth Management Global Highlights

Location
Employees

North America
130

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  • United States Of America
    127
  • Dominican Republic
    1
  • Canada
    1
  • Mexico
    1

Credent Wealth Management's Leadership

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    J. D.
    Managing Director | Partner
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    C. B.
    Partner | Wealth Advisor
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    T. K.
    Partner Integration Advisor
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    T. A. M. C.
    Founding Partner And Wealth Manager
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    A. S.
    Wealth Partner
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    S. S.
    Owner
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  • Stylized image of a person
    T. K.
    Partner Integration Advisor
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    E. W.
    Vice President
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Contact profiles from Credent Wealth Management

Name
Title
Contact Info
Location
Last Update
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    L. H.
    Senior Recruiter/Talent Acquisition
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    Dec 03, 2025
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    P. P.
    Wealth Advisor
    Phone icon
    United StatesTexas
    Sep 10, 2025
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    B. A. R.
    Advanced Planning Advisor
    Phone icon
    United StatesTexas
    Nov 20, 2025
  • Stylized image of a person
    G. B. C.
    Wealth Advisor
    Phone icon
    United StatesMinnesota
    Dec 03, 2025
  • Stylized image of a person
    J. F.
    Csa
    Phone icon
    Dec 06, 2025
  • Stylized image of a person
    T. W.
    Financial Advisor
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    United StatesMichigan
    Sep 11, 2025
  • Stylized image of a person
    H. T.
    Platform Operations Analyst
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    Oct 20, 2025
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    O. C.
    Client Service Specialist
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    United StatesMichigan
    Oct 26, 2025
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    J. L.
    Corporate Development Associate
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    United StatesTexas
    Nov 15, 2025
  • Stylized image of a person
    B. D.
    Paraplanner
    Phone icon
    Sep 09, 2025

Frequently Asked Questions

What is Credent Wealth Management known for?

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Credent Wealth Management was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Credent Wealth Management's company overview page for more information.

What is Credent Wealth Management's most common email format?

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Credent Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Credent Wealth Management email formats with LeadIQ.

How many employees does Credent Wealth Management have currently?

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Credent Wealth Management has approximately 113 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Credent Wealth Management's key employees and leadership?

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As of December 2025, Credent Wealth Management's key employees include:

  • Managing Director | Partner: J. D.
  • Partner | Wealth Advisor: C. B.
  • Partner Integration Advisor: T. K.
  • Founding Partner And Wealth Manager: T. A. M. C.
  • Wealth Partner: A. S.

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