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WealthCare Financial Group, LLC Employee Directory

Financial ServicesIndiana, United States2-10 Employees

WealthCare Financial Group, LLC is a financial services firm based in Indianapolis, Indiana. It focuses on retirement income planning, addressing how long income will last and how it is directed, with the aim of establishing a sustainable lifetime income and potential growth to support ongoing living standards. The firm's approach integrates tax considerations into wealth planning to optimize after-tax outcomes, while seeking to leave a legacy for clients' families.

The company serves individuals seeking comprehensive retirement income and legacy planning. Securities are offered through 1st Global Capital Corp., a FINRA/SIPC member firm, and investment advisory services (including asset management) are provided through 1st Global Advisors, Inc. All other financial planning and fixed insurance services are offered through WealthCare Financial Group, LLC; 1st Global Capital Corp. and WealthCare Financial Group, LLC are unaffiliated entities.

Find WealthCare Financial Group, LLC employees' phone numbers or email addresses

WealthCare Financial Group, LLC Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

WealthCare Financial Group, LLC's Leadership

  • Stylized image of a person
    B. W.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Lpl Registered Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. E.
    Associate Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. K.
    Client Experience Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. U.
    Wealth Management Assistant
    Phone icon
    Mobile Phone

WealthCare Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from WealthCare Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. W.
    Owner
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    T. S.
    Owner
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Oct 22, 2024
  • Stylized image of a person
    T. S.
    Owner
    Phone icon
    Mobile Phone
    Mar 04, 2025
  • Stylized image of a person
    K. M.
    Lpl Registered Principal
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Oct 22, 2024
  • Stylized image of a person
    C. E.
    Associate Advisor
    Phone icon
    Mobile Phone
    United States
    Jul 16, 2025
  • Stylized image of a person
    L. K.
    Client Experience Specialist
    Phone icon
    Mobile Phone
    Oct 19, 2025
  • Stylized image of a person
    K. U.
    Wealth Management Assistant
    Phone icon
    Mobile Phone
    United States
    Oct 18, 2024

Frequently Asked Questions

What is WealthCare Financial Group, LLC known for?

Minus sign iconPlus sign iconWealthCare Financial Group, LLC was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 9840 Westpoint Drive Indianapolis, Indiana 46256 United States; you can contact the main corporate office by phone at
+1-317-842-****
. Explore WealthCare Financial Group, LLC's company overview page for more information.

What is WealthCare Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconWealthCare Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WealthCare Financial Group, LLC email formats with LeadIQ.

How many employees does WealthCare Financial Group, LLC have currently?

Minus sign iconPlus sign iconWealthCare Financial Group, LLC has approximately 6 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are WealthCare Financial Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, WealthCare Financial Group, LLC's key employees include:

  • Owner: B. W.
  • Owner: T. S.
  • Owner: T. S.
  • Lpl Registered Principal: K. M.
  • Associate Advisor: C. E.

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