WETZEL INVESTMENT ADVISORS, INC.
Legal name: BOOKENDS FINANCIAL PLANNING
CRD #305301 SEC #801-117718 INDIANAPOLIS, IN 317-859-2502
SEC Registered
Total AUM
$289M
Discretionary
$287.3M
Employees
10
Clients
251
Accounts
1,304
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 10, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WETZEL, ROBERT, HICKEY | I | FINANCIAL ADVISER | NA | |
| WETZEL, ROBERT, HICKEY | I | FINANCIAL ADVISER | NA | |
| WETZEL, ROBERT, HICKEY | I | FINANCIAL ADVISER | NA | |
| WETZEL, ROBERT, HICKEY | I | FINANCIAL ADVISER | NA | |
| WETZEL, ROBERT, HICKEY | I | FINANCIAL ADVISER | NA | |
| WETZEL, ROBERT, HICKEY | I | FINANCIAL ADVISER | NA | |
| WETZEL, ROBERT, HICKEY | I | FINANCIAL ADVISER | NA | |
| WETZEL, ROBERT, HICKEY | I | FINANCIAL ADVISER | NA | |
| WETZEL, ROBERT, HICKEY | I | FINANCIAL ADVISER | NA | |
| WETZEL, ROBERT, HICKEY | I | FINANCIAL ADVISER | NA | |
| WETZEL, ROBERT, HICKEY | I | FINANCIAL ADVISER | NA | |
| WETZEL, ROBERT, HICKEY | I | PRESIDENT | E | Control |
| WETZEL, ROBERT, HICKEY | I | PRESIDENT | E | Control |
| WETZEL, ROBERT, HICKEY | I | PRESIDENT | E | Control |
| WETZEL, ROBERT, HICKEY | I | PRESIDENT | E | Control |
| WETZEL, ROBERT, HICKEY | I | PRESIDENT | E | Control |
| WETZEL, ROBERT, HICKEY | I | PRESIDENT | E | Control |
| WETZEL, ROBERT, HICKEY | I | PRESIDENT | E | Control |
| BOSTON, SARAH, ELIZABETH | I | PRESIDENT | D | Control |
| BOSTON, SARAH, ELIZABETH | I | PRESIDENT | D | Control |
| BOSTON, SARAH, ELIZABETH | I | PRESIDENT | D | Control |
| BOSTON, SARAH, ELIZABETH | I | PRESIDENT | D | Control |
| BOSTON, SARAH, ELIZABETH | I | PRESIDENT | D | Control |
| BOSTON, SARAH, ELIZABETH | I | PRESIDENT | D | Control |
| BOSTON, SARAH, ELIZABETH | I | PRESIDENT | D | Control |
| BOSTON, SARAH, ELIZABETH | I | PRESIDENT | D | Control |
| BOSTON, SARAH, ELIZABETH | I | PRESIDENT | D | Control |
| BOSTON, SARAH, ELIZABETH | I | PRESIDENT | D | Control |
| BOSTON, SARAH, ELIZABETH | I | PRESIDENT | D | Control |
| WETZEL, ROBERT, HICKEY | I | PRESIDENT | D | Control |
| WETZEL, ROBERT, HICKEY | I | PRESIDENT | D | Control |
| BOSTON, SARAH, ELIZABETH | I | VICE PRESIDENT | C | Control |
| BOSTON, SARAH, ELIZABETH | I | VICE PRESIDENT | C | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HARGIS, HEIDI, WETZEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| Wetzel, Laura, Lee | I | SECRETARY | B | Control |
| Wetzel, Laura, Lee | I | SECRETARY | B | Control |
| Wetzel, Laura, Lee | I | SECRETARY | B | Control |
| Wetzel, Laura, Lee | I | SECRETARY | B | Control |
| Wetzel, Laura, Lee | I | SECRETARY | B | Control |
| Wetzel, Laura, Lee | I | SECRETARY | B | Control |
| Wetzel, Laura, Lee | I | SECRETARY | B | Control |
Registrations
Federal
IA
Jun 10, 2025 REGISTERED
Notice Filings (12)
CA CO FL IN KY LA MI OH TN TX VA WV
Address
7320 US 31 SINDIANAPOLIS, IN 46227
United States
Phone: 317-859-2502