AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RO

Ricky D. Ormes

MARIAN INVESTOR COACHING
INDIANAPOLIS, IN 46203
Some features on this profile are disabled
CRD#: 842411
RO

Professional summary


Ricky Dean Ormes, who also goes by Rick Ormes, is a registered financial advisor currently at MARIAN INVESTOR COACHING, INC. located in Indianapolis, Indiana.

Ricky is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Ricky has worked at 1 firm and has passed the Series 65 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Rick Ormes

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 SINTZ GROUP, NOT INVESTMENT RELATED, 4625 S. EMERSON AVE., INDIANAPOLIS, IN 46203, INSURANCE AGENCY, INSURANCE AGENT, FEBRUARY 2007, 150 HOURS PER MONTH, 150 HOURS PER MONTH, INSURANCE ADVICE FOR PROPERTY & CASUALTY, LIFE AND BUSINESS INSURANCE.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ricky Dean Ormes'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®
None

Experience


Current

March 4, 2011 - Present

MARIAN INVESTOR COACHING, INC.

Office #1: 4625 S. Emerson Ave Suite G, Indianapolis, IN 46203
RIA
CRD#: 152951
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
(3/4/2011)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/28/2011
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 1
Date: 8/23/1977
Registered Representative Examination

Current Firm


MI
MARIAN INVESTOR COACHING, INC.
MARIAN FINANCIAL PARTNERS, INC. | MARIAN INVESTOR COACHING, INC.

CRD#: 152951 / SEC#:

Florida
Registered Investment Advisory firm - (3/26/2015 Approved)
Indiana
Registered Investment Advisory firm - (2/2/2010 Approved)
Ohio
Registered Investment Advisory firm - (2/8/2012 Approved)
Texas
Registered Investment Advisory firm - (4/26/2021 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
698 Oldefield Commons Drive Suite 1, Greenwood, IN 46142
Mailing Address
Phone number
(317) 888-9465
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV
0

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


MARIAN INVESTOR COACHING, INC.

CRD#: 152951Indianapolis, IN 46203

TRUST BUT VERIFY

Monitor Ricky Ormes

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


John Christopher Cooke
John CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
Brian Forrest Cooke
Brian CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
Tammy Kay Williams
Tammy WilliamsAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.