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Certified Financial Planners in Indiana

Certified Financial Planners in Blmgtn, IN

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6 results found

Bill Verhagen Blmgtn, IN

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Financial Manager • Senior Planner • Representative • Advisor • Planner • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
President at Innovative Financial Solutions, Inc., Senior Planner at William R. Verhagen, CFP, CPA, ...
Title:
President at Innovative Financial Solutions, Inc.
Location:
Bloomington, Indiana Area
Industry:
Financial Services
Work history:
Innovative Financial Solutions, Inc. Presidentsince Oct 1986William R. Verhagen, CFP, CPA, CFS, CLU, ChFC, CASL Senior Plannersince Oct 1986
Skills:
Retirement Planning, Strategic Financial Planning, Estate Planning, Retirement, Financial Advisory, ...
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Ian Essling Blmgtn, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Board Member • Chief Executive • Operations Manager • Management Team Executive • Counselor • Business Administrator • Lawyers

Experience & Education

Position:
Certified Financial Planner Professional at Innovative Financial Solutions
Location:
Bloomington, Indiana Area
Industry:
Financial Services
Work history:
Innovative Financial Solutions Certified Financial Planner Professionalsince Mar 2003
Skills:
Investment Management, Estate Planning, Business Succession Planning, Retirement Planning,...
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Doug Ummel Blmgtn, IN

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP®, SENIOR FINANCIAL ADVISOR at Hurlow Wealth Management
Location:
Bloomington, Indiana Area
Industry:
Financial Services
Work history:
Hurlow Wealth Management CFP®, SENIOR FINANCIAL ADVISORsince Jan 2011Southwestern Company CFP®, FINANCIAL ADVISORSep 2003 - Jan 2011
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Alexander Hillis Blmgtn, IN

Professions & Specialties

Partner • Financial Director • Board Member • Chief Executive • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Apprentice • Chief Accountant • Account Manager • Student Worker

Experience & Education

Title:
Graduate Student at Indiana University - Kelley School of Business
Location:
Bloomington, Indiana
Industry:
Accounting
Work history:
PwC - Houston, Texas AreaIntern- Private Company ServicesJun 2012 - Aug 2012Forest Oil Corporation - Denver, ColoradoFinance and Accounting InternApr 2012 - May 2012
Skills:
Analysis, Auditing
CFP
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Susan Wier Blmgtn, IN

Professions & Specialties

Executive Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Executive Vice President at First American Trust LLC, Executive Vice President at First American Trust
Title:
Executive Vice President at First American Trust LLC
Location:
Bloomington, Indiana Area
Industry:
Financial Services
Work history:
First American Trust LLC Executive Vice Presidentsince Mar 2002First American Trust Executive Vice Presidentsince 2002
Languages:
German
Certified Financial Planner
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Abe Weldy Blmgtn, IN

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Alternative Investments at Indiana University Foundation
Location:
Bloomington, Indiana Area
Industry:
Investment Management
Work history:
Indiana University Foundation Director of Alternative Investmentssince Aug 2005Oxford Financial Group, Ltd. Investment Analyst2000 - 2005
CFP
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Certified Financial Planners near Blmgtn, IN03468102136170IndianapolisGreenwoodColumbusSeymour


Certified Financial Planners around Blmgtn, IN

Columbus  (1)
Greenwood  (1)
Indianapolis  (170)
Seymour  (1)

Certified Financial Planners in Indiana