JD
Jeffrey P. Degeeter
CAPITAL STRATEGIES
INDIANAPOLIS, IN 46204
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CRD#: 4642064
JD
Professional summary
Jeffrey Paul Degeeter is a registered financial advisor currently at CAPITAL STRATEGIES, INC. located in Indianapolis, Indiana.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeffrey has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Paul Degeeter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 5, 2003 - Present
CAPITAL STRATEGIES, INC.
Office #1: 151 N. Delaware Street Suite 1440, Indianapolis, IN 46204RIA
CRD#: 121704
INDIANAPOLIS, IN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(3/5/2003)
Current Firm
CS
CAPITAL STRATEGIES, INC.
CAPITAL STRATEGIES, INC.
CRD#: 121704 / SEC#:
Indiana
Registered Investment Advisory firm - (1/7/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6439 S. East Street, Indianapolis, IN 46227-2100
Mailing Address
Phone number
(317) 262-1700
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 138 |
| AUM (Assets Under Management) | $ 33,630,838 |
Red Flags
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