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PB

Peter G. Bjelopetrovich

MINDSET WEALTH MANAGEMENT
INDIANAPOLIS, IN 46250
Some features on this profile are disabled
CRD#: 5995059
PB

Professional summary

Peter Gorman Bjelopetrovich, who also goes by Peter G Bjelopetrovich, is a registered financial advisor currently at MINDSET WEALTH MANAGEMENT, LLC located in Indianapolis, Indiana.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Peter has worked at 8 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Peter G Bjelopetrovich

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.
1) Innovative Portfolios, LLC; Investment-related; Indianapolis, IN; Product Distribution; Vice President - Business Development; 01/2021; 100 hours per month 2) Sheaf Brock Investment Advisors; Indianapolis, IN; RIA; Vice President - Business Development; 05/2019; 60 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Gorman Bjelopetrovich's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 27, 2024 - Present

MINDSET WEALTH MANAGEMENT, LLC

Office #1: 8275 Allison Pointe Trail Suite 230, Indianapolis, IN 46250
RIA
CRD#: 330384
INDIANAPOLIS, IN
Current

October 23, 2025 - Present

Office #1: 8275 Allison Pointe Trail Suite 230, Indianapolis, IN 46250
INDIANAPOLIS, IN
Past

March 14, 2022 - February 7, 2024

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Indianapolis, IN
Past

September 5, 2021 - March 27, 2024

INNOVATIVE PORTFOLIOS LLC

RIA
CRD#: 281382
INDIANAPOLIS, IN
Past

May 8, 2019 - February 14, 2023

SALZINGER SHEAFF BROCK, LLC

RIA
CRD#: 139417
INDIANAPOLIS, IN
Past

May 8, 2019 - March 27, 2024

SHEAFF BROCK INVESTMENT ADVISORS, LLC

RIA
CRD#: 118739
INDIANAPOLIS, IN
Past

October 1, 2018 - May 15, 2019

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
FISHERS, IN
Past

September 5, 2018 - May 15, 2019

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
FISHERS, IN
Past

September 14, 2015 - September 4, 2018

SHEAFF BROCK INVESTMENT ADVISORS, LLC

RIA
CRD#: 118739
INDIANAPOLIS, IN
Past

September 26, 2014 - October 1, 2015

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
OAK BROOK, IL
Past

October 3, 2012 - October 1, 2015

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
OAK BROOK, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MINDSET WEALTH MANAGEMENT, LLC
MINDSET WEALTH MANAGEMENT, LLC

CRD#: 330384 / SEC#: 801-129731

RIA
Registered Investment Advisory firm - (3/26/2024 Approved)

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
(3/27/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 2/18/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/26/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/2/2012
General Securities Representative Examination

Current Firm

MW
MINDSET WEALTH MANAGEMENT, LLC
MINDSET WEALTH MANAGEMENT, LLC

CRD#: 330384 / SEC#: 801-129731

RIA
Registered Investment Advisory firm - (3/26/2024 Approved)
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Contact information

Main Address
8275 Allison Pointe Trail Suite 230, Indianapolis, IN 46250
Mailing Address
Phone number
(317) 348-4655
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MINDSET WEALTH MANAGEMENT, LLC - ADV PART 2A DISCLOSURE BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts212
AUM (Assets Under Management)$ 323,391,492

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MINDSET WEALTH MANAGEMENT, LLC

CRD#: 330384Indianapolis, IN 46250

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