MarketShare Financial

MarketShare Financial Advisor-Only. By Design. At MarketShare Financial, we believe the strongest businesses are built through partnership, collaboration, and purposeful growth.

Since 1985, we have empowered independent financial professionals by combining practice-first support with a national broker-dealer backing. Boutique where it counts. Scale when it matters. We’re an advisor-only support partner with a 40-year track record. You keep your brand and client relationships; we bring the bench—insurance and investment case design, weekly compliance/licensing cadence, str

eamlined ops, and advocacy. Backed by national broker-dealer infrastructure, our support flexes with your practice from onboarding to succession, helping you reclaim hours and grow on your terms. Guided by our core principles of Community, Collaborate, and Cultivate, we provide advisors with a collaborative environment, strategic business support, and meaningful relationships designed to help practices grow with confidence and intention. Together, we help financial professionals build stronger businesses, deeper relationships, and lasting impact. Contact us today to discover what it means to be Advisor-Only. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please visit our website for additional disclosures.

MarketShare Financial will be closed on Monday, September 7, 2026 in observation of Labor Day. Our office will resume no...
09/03/2026

MarketShare Financial will be closed on Monday, September 7, 2026 in observation of Labor Day. Our office will resume normal business hours on Tuesday, September 8th. Thank you for your continued partnership.

🌟 Proud moment for MarketShare Financial! 🌟Congratulations to our Chief Operating Officer, Kyndra Packard, on being sele...
09/02/2026

🌟 Proud moment for MarketShare Financial! 🌟

Congratulations to our Chief Operating Officer, Kyndra Packard, on being selected to attend and speak on stage at the Osaic Service Excellence Symposium! 🎤

This recognition is a true reflection of our 3C's in action:

🤝 Community — Representing MarketShare Financial on a stage that brings together industry leaders committed to raising the bar for client service.

💡 Collaboration — Sharing insights and learning alongside peers who are equally passionate about excellence, growth, and innovation in our industry.

🌱 Cultivate — Investing in leadership development that strengthens not just Kyndra, but our entire team and the culture we're building together.

We couldn't be prouder of Kyndra for representing our values on such a respected platform. Her voice on that stage is a reflection of the dedication, expertise, and heart she brings to MarketShare every single day.

Here's to more milestones like this one — and to everything still ahead for MarketShare Financial as we continue to grow, lead, and serve with purpose. 🚀

Great things happen when the right people share a table. 🍽️Yesterday, our Tampa 3C Collective came together at the histo...
08/27/2026

Great things happen when the right people share a table. 🍽️

Yesterday, our Tampa 3C Collective came together at the historic Columbia Restaurant in the heart of Ybor City — and it was everything we hoped for and more.

✨ Community — reconnecting with familiar faces and welcoming new ones into the fold
🤝 Collaboration — real conversations, real ideas, and real momentum built around the table
🌱 Cultivate — planting the seeds for what's next, together

There's something special about gathering in a space so rich with history and culture — it set the perfect tone for the energy we brought to the room. Grateful for everyone who showed up and showed out.

Here's to building something meaningful, one meeting at a time. 🥂 Stay tuned to see our next collective meeting in Indianapolis, IN on September 9th!

If you’re looking to add some thrills to your next vacation, ziplining is an easy way! Here are the best ziplines in the...
08/26/2026

If you’re looking to add some thrills to your next vacation, ziplining is an easy way! Here are the best ziplines in the United States! Next road trip? https://bit.ly/2N7hZH5

Sometimes a weekend away to mountain bike and enjoy nature is simply good for the soul. You won’t find US towns better s...
08/19/2026

Sometimes a weekend away to mountain bike and enjoy nature is simply good for the soul. You won’t find US towns better suited than these!

Looking for the best mountain biking towns in the United States? Look no further! This blog post highlights the 15 best places to ride from Moab to Marquette.

Nothing beats having your family treated like VIPs on vacation. And you don’t have to be frequent travelers to earn that...
08/18/2026

Nothing beats having your family treated like VIPs on vacation. And you don’t have to be frequent travelers to earn that status! Here are five ways using your credit card can guarantee some added perks for free.

Booking a trip with a credit card is pretty much standard. What you need to consider is whether using a card will mean debt, interest charges and stress.

Kicking off the 3C Collective in Dallas, TX! 🤠MarketShare Financial advisors came together for an evening built around w...
08/14/2026

Kicking off the 3C Collective in Dallas, TX! 🤠

MarketShare Financial advisors came together for an evening built around what matters most — Collaboration, Community, and Cultivation. Great conversations, great company, and just the beginning of what's ahead.

Next stop, Tampa, FL!

Kicking off the 3C Collective in Dallas, TX! 🤠 MarketShare Financial advisors came together for an evening built around ...
08/14/2026

Kicking off the 3C Collective in Dallas, TX! 🤠

MarketShare Financial advisors came together for an evening built around what matters most — Collaboration, Community, and Cultivation. Great conversations, great company, and just the beginning of what's ahead.

Next stop, Tampa, FL!

Meet the Team 👋Our team has grown and evolved, and we couldn't be more excited to reintroduce the people behind our succ...
08/13/2026

Meet the Team 👋

Our team has grown and evolved, and we couldn't be more excited to reintroduce the people behind our success!

Whether they've recently joined us or stepped into new roles, each member of this team brings unique expertise and dedication that helps us serve our clients better every day.

From strategy and operations to business development and financial advising, this team works together to deliver results our clients can count on.

Say hello to the faces driving our mission forward! 🙌

Address

11611 N. Meridian Street Suite 300
Carmel, IN
46032

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 1pm

Telephone

+13175732250

Alerts

Be the first to know and let us send you an email when MarketShare Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to MarketShare Financial:

Shortcuts

Share