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Certified Financial Planners in Indiana

Certified Financial Planners in Indianapolis, IN

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170 results found

Peggy Willis Indianapolis, IN

Professions & Specialties

Financial Services Professional • Certified Financial Planner • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Examiner • Volunteer • Philanthrope • Speaker • Inspector • Non-Profit • Spokesperson • Representative • Fiduciary • Trust Law Attorney • Lawyers • Government Administration Professional • Chair of Committee • Treasurer • Board Member • Financial Manager • Community Service Manager • Chairperson • Chief Executive • Financial Officer • Management Team Executive • Operations Manager

Experience & Education

Position:
Legal Instruments Examiner at Department of Veterans Affairs
Title:
Financial Services Professional, CPA, CFP®
Location:
Indianapolis, Indiana Area
Industry:
Government Administration
Work history:
Department of Veterans Affairs - Indianapolis, Indiana AreaLegal Instruments Examinersince Jul 2011Business & Professional Exchange Steering Committee (Volunteer) for BPE NorthNov 2010 - Jul 2011
Skills:
Risk Management, Microsoft Office, Account Management, Time Management, Financial Analysis,...
Full Profile

Rick Randall Indianapolis, IN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Founder • Chief Executive Officer • Partner • Founding Member • Chief Executive • Corporate Executive • Financial Manager • Law Specialist • Lawyers • Certified Nurse Aide • Nurse • Nurse Practitioner • Psychology Specialist • Model • Psychologist • Technical Support Specialist • Systems Support Specialist • Support Specialists

Experience & Education

Position:
CEO at National Network of Estate Planning Attorneys, LLC, Founder at Randall Law Offices, P.C.
Title:
Founder at Randall Law Offices, P.C.
Location:
Indianapolis, Indiana Area
Industry:
Law Practice
Work history:
National Network of Estate Planning Attorneys, LLC CEOsince Aug 2003Randall Law Offices, P.C. Foundersince Dec 1989
Full Profile

Nick Strum Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Development Director • Chief Executive Officer • Manager • HR Manager • Corporate Executive • Chief Executive • Financial Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • Legal Counsel

Experience & Education

Position:
Director of Development at MDStrum Housing
Location:
Indianapolis, Indiana Area
Industry:
Real Estate
Work history:
MDStrum Housing Director of Developmentsince Jun 2005Benson Housing Authority - Benson, NCInterim Executive DirectorSep 2011 - Jun 2012
..Five Year Capital Fund Program,CFP,Plan
Full Profile

Pam Crew Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Buyers Agent • Puchasing and Estimating Manager • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Account Associate • Sales Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Investor • Sales Manager • Financial Manager

Experience & Education

Position:
Sales Associate & Relocation Specialist-ABR,CPA,CFP,CSP,E-Pro at Easy Street Realty, Inc
Title:
Indiana Relocation Specialist Realtor at Easy Street Realty, Inc
Location:
Indianapolis, Indiana Area
Industry:
Real Estate
Work history:
Easy Street Realty, Inc - Greater Indianapolis- Hamilton Co. (Carmel-Fishers-Noblesville-Westfield)Sales Associate & Relocation Specialist-ABR,CPA,CFP,CSP,E-Prosince Feb 2010RealEstate.com Sales AssociateDec 2008 - Jan 2010
Full Profile

Molly Mathews Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • PR and Communications Professional • Coordinator • Public Relations Professinal • Managers • Financial Manager • Customer Relations • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Advertising Sales Agent • Buyer and Seller • Sales Representative • Sales Executive • Student Worker • Entertainer

Experience & Education

Position:
Cfp at Northwestern Mutual
Title:
PR and Advertising Degree with a Minor in Media
Location:
Indianapolis, Indiana Area
Industry:
Public Relations and Communications
Work history:
Northwestern Mutual - Indianapolis, Indiana AreaCfpsince Dec 2012Northwestern Mutual Client CoordinatorJan 2013 - Jan 2013
Full Profile

Jeffrey Hallal Indianapolis, IN

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Partner • Chief Executive • Business Consultant • Advisor

Experience & Education

Work

Company:
The veteran plan llc
Estate planner
Company:
The veteran plan llc
Sales results
Full Profile

Steve Riddle Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Financial Specialist • Financial Services Professional • Puchasing and Estimating Manager • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Analyst • Analysts • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Principal at Somerset CPAs, P.C.
Location:
Indianapolis, Indiana Area
Industry:
Accounting
Work history:
Somerset CPAs, P.C. Principalsince 1980Somerset CPAs, P.C. Principal1980 - 2009
Full Profile

Lance Keesling Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at InvestLinc
Location:
Indianapolis, Indiana Area
Industry:
Venture Capital & Private Equity
Work history:
InvestLinc CFP
Full Profile

Lance Keesling Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at InvestLinc
Location:
Indianapolis, Indiana Area
Industry:
Venture Capital & Private Equity
Work history:
InvestLinc CFP
Full Profile

Erich Stout Indianapolis, IN

Professions & Specialties

Trader • Certified Financial Planner • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Representative • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Client Service Associate at Column Capital Advisors, LLC
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Column Capital Advisors, LLC - Indianapolis, Indiana AreaClient Service Associatesince Jun 2013Charles Schwab Active Trader BrokerJul 2010 - May 2013
..prerequisite requirements for the CFP board exam through the College for Financial P..
Full Profile

Steve Dum Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Partner • Board Member • Owner • Chief Executive • Financial Manager • Management Team Executive • Operations Manager • Planner • Counselor • Advisor • Underwriter • Bachelor of Science

Experience & Education

Title:
Principal at Providence Financial Group
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Work history:
Wealth Management Principal, Wealth Management1999 - 2011Fringe Benefit Planners Owner1984 - 1999
Skills:
Wealth Management, Estate Planning, Retirement Planning, Financial Advisory, Investments, Small...
Full Profile

Marshall Byers Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Manager • Chief Executive • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Operations Manager

Experience & Education

Position:
Vice President Investments, Financial Advisor at Chase Investments, a Registered Representative of...
Title:
CFP®,Vice President Investments,Financial Advisor at Chase Investments, Registered Representative of JPMorgan Securities
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Chase Investments, a Registered Representative of J. P. Morgan Securities LLC - Indianapolis, Indiana AreaVice President Investments, Financial Advisorsince Feb 2010Key Investment Services Financial AdvisorJan 2006 - Feb 2010
Full Profile

Lebbeus Woods Indianapolis, IN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Leader • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor, CFP® at UBS Wealth Management
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
UBS Wealth Management Financial Advisor, CFP®since May 2004Banc One Securities Corporation Senior Investment SpecialistSep 1995 - May 2004
Skills:
Assistance with cash flow management, budgeting and all aspects of planning, investment management, ...
Full Profile

Matt Crispin Indianapolis, IN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Investment Analyst • Director • Financial Manager • Operations Manager • Project Managers • Project Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, CFP, Portfolio Management Director at Morgan Stanley Wealth Management
Title:
Financial Advisor, CFP at Morgan Stanley Wealth Management
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Indianapolis, IndianaFinancial Advisor, CFP, Portfolio Management Directorsince Apr 2003Pearson plc Higher Education Sales and Editorial Rep1996 - Apr 2003
Full Profile

Michael Cahill Indianapolis, IN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Planner • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Special Care Planner at WestPoint Financial Group, Financial Advisor at WestPoint Financial Group
Title:
Financial Advisor at WestPoint Financial Group
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
WestPoint Financial Group Special Care Plannersince Jan 2012WestPoint Financial Group Financial Advisorsince Feb 2010
Full Profile

Doug Rotman Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner™ at Amicus Financial
Title:
Certified Financial Planner™ and Retirement Plan Strategist
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Amicus Financial Certified Financial Planner™since Apr 2007
Full Profile

Brenda Ramsey Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Chief Accountant • Accounting Bookkeeper • Bookkeeper • Account Manager • Financial Manager

Experience & Education

Position:
Financial Advisor - CPA, CFP® at Brunette & Associates
Title:
CPA, CFP® at Brunette & Associates, LLC
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Brunette & Associates Financial Advisor - CPA, CFP®since Sep 2004Simon Property Group Senior Accountant, Financial ReportingNov 2000 - Aug 2004
Skills:
Personal Financial Planning, Retirement Planning, Estate Planning, Investments, Securities
Full Profile

Brian Austin Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor CFP, RFC at Poteet, Virt, Austin & Associates, Financial Advisor CFP, RFC at...
Title:
Financial Advisor CFP, RFC at Poteet, Virt, Austin & Associates
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Poteet, Virt, Austin & Associates Financial Advisor CFP, RFCsince Jul 2003Ameriprise Financial Financial Advisor CFP, RFCsince Oct 1999
Full Profile

Joe Hay Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Cfp at hay cap
Location:
Indianapolis, Indiana Area
Industry:
Banking
Work history:
Hay cap Cfp
Full Profile

Christopher Buczek Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director of Product Development • Financial Manager • Operations Manager

Experience & Education

Position:
Certified Financial Planner ™ at AXA Advisors
Title:
Financial Professional at AXA Advisors
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
AXA Advisors Certified Financial Planner ™since Jul 2001Woodcraft Director of Product DevelopmentSep 1998 - Jun 2001
Full Profile

Dane Poteet Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Franchise Owner at Ameriprise Financial
Title:
Franchise Owner, Poteet Virt Austin & Associates, a financial advisory practice of Ameriprise Financial
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Ameriprise Financial Franchise Ownersince Nov 1994
Skills:
Operations Management, Retirement Planning, Estate Planning, Investments
Full Profile

Daniel Woodhouse Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP at Teachers Credit Union
Location:
Indianapolis, Indiana Area
Industry:
Banking
Full Profile

Glenn Dodge Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at Blairex Laboratories, Inc.
Location:
Indianapolis, Indiana Area
Industry:
Pharmaceuticals
Work history:
Blairex Laboratories, Inc. CFP
Full Profile

Brent Walker Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Owner • Chief Executive • Financial Manager • Advisor • Operations Manager • Counselor • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Trust Law Attorney • Lawyers

Experience & Education

Position:
Owner, Certified Financial Planner™ at WealthPoint Advisors
Title:
President at WealthPoint Advisors, LLC
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Work history:
WealthPoint Advisors Owner, Certified Financial Planner™since Oct 2009RJP Investment Advisors, LLP PresidentSep 2005 - Oct 2009
Full Profile

Laurie Tanselle Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Master of Business Administration • Planner • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CFP, MBA
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Oxford Financial Group, Ltd Family Office Services Technical PlannerApr 2010 - Jul 2012KSM Capital Advisors Client Advisor2007 - 2010
Full Profile

David Gruesser Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
CFP
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Full Profile

Barbara Ellis Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Planning and Investment Specialist, CFP at JPMorgan Chase
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
JPMorgan Chase Planning and Investment Specialist, CFPsince Aug 2012Chase Investments Services Corporation Financial AdvisorNov 2008 - Aug 2012
Full Profile

Jack Perry Indianapolis, IN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Laboratory Chemist • Chemical Professional • Chemist • Trust Law Attorney • Lawyers • Recruitment

Experience & Education

Position:
Financial Advisor, CFP at City Securities Corporation
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
City Securities Corporation Financial Advisor, CFPsince Aug 2007
Full Profile

Will Turner Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at Merrill Lynch
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Merrill Lynch Vice Presidentsince Aug 2005
Skills:
Investments, Portfolio Management, Financial Analysis, Financial Modeling, Retirement Planning,...
Full Profile

Mike Zick Indianapolis, IN

Professions & Specialties

Banker • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Financial Manager • Customer Service

Experience & Education

Position:
Sr. Relationship Manager at PNC Wealth Management
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
PNC Wealth Management - Indianapolis, Indiana AreaSr. Relationship Managersince May 2012JPMorgan VP, Banker, CFP®Jun 2004 - May 2012
Skills:
Investments, Credit, Banking, Wealth Management, Financial Analysis, Series 7, Risk Management,...
Full Profile

Jp Wyand Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Avalon Wealth Advisory
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Avalon Wealth Advisory Certified Financial PlannerNorthwestern Mutual Financial Representative2002 - 2006
Full Profile

Bill Hancock Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Sales Manager • Sales Director • Chief Executive • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Vice President at Merrill Lynch
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Work history:
Merrill Lynch Vice Presidentsince 2000Merrill Lynch Vice PresidentJan 2001 - Dec 2010
Full Profile

John Wheeler Indianapolis, IN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Advisor • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration

Experience & Education

Position:
Senior Financial Consultant at Castle Wealth Advisors, LLC, President Elect of Greater Indiana...
Title:
Senior Financial Consultant at Castle Wealth Advisors, LLC
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Castle Wealth Advisors, LLC - Indianapolis, Indiana AreaSenior Financial Consultantsince Jan 2013Financial Planning Association - IndianaPresident Elect of Greater Indiana Chapter - 2013since Jan 2013
Skills:
Strategic Financial Planning, Business Planning, Investment Advisory, Saving for Education,...
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Certified Public Accountant, Ohio Board of Accountancy
Full Profile

Mike Zick Indianapolis, IN

Professions & Specialties

Banker • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Financial Manager • Customer Service

Experience & Education

Position:
Sr. Relationship Manager at PNC Wealth Management
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
PNC Wealth Management - Indianapolis, Indiana AreaSr. Relationship Managersince May 2012JPMorgan VP, Banker, CFP®Jun 2004 - May 2012
Full Profile

Benji Banks Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Financial Manager

Experience & Education

Position:
CFP®, Financial Planner at Forum Private Client Group
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Forum Private Client Group CFP®, Financial Plannersince Jul 2006Moorehead Communications Sales Manager2001 - 2006
Skills:
Sales Management
Full Profile

Matt Sigler Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Banker • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Management Advisor at Fifth Third Bank
Title:
Vice President, CFP® , Fifth Third Private Bank
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Fifth Third Bank Wealth Management Advisorsince Mar 2010J.P. Morgan Private Wealth Management Private BankerSep 2005 - Mar 2010
Full Profile

Steve Jones Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Financial Management Resources, Inc, CPA, CFP at Financial Mangement Resources, Inc.("FMR")
Title:
Owner, Financial Management Resources, Inc
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Financial Management Resources, Inc OwnerFinancial Mangement Resources, Inc.("FMR") - Carmel, INCPA, CFPsince 1999
Full Profile

Dave Virt Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Owner - Certified Financial Planner at Poteet, Virt, Austin & Associates
Title:
Owner, Poteet, Virt & Associates
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Poteet, Virt, Austin & Associates Owner - Certified Financial Plannersince Apr 1991General Electric Branch Manager1985 - 1991
Full Profile

Aaron Rarick Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Services Representative, CERTIFIED FINANCIAL PLANNER™ professional at MetLife
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
MetLife Financial Services Representative, CERTIFIED FINANCIAL PLANNER™ professionalsince Jun 2007
Full Profile

Matthew Sigler Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Vice President, CFP , Fifth Third Private Bank
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Fitzgerald Charlier Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Financial Manager • Chief Executive • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President of Sherpa Financial Group at Sherpa Financial Group, Certified Retirement Financial...
Title:
Certified Financial Planner® | President of Sherpa Financial Group
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Sherpa Financial Group President of Sherpa Financial Groupsince 2004Transamerica Financial Advisors, Inc. Certified Retirement Financial Advisor | Certified Financial Planner® | Registered Representativesince 2004
Full Profile

James Purdie Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Chris Buczek Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CFP professional at AXA Advisors
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Brian Reeves Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
CFP®, WMS, Financial Advisor at Hamilton Financial Group, Independent Firm
Title:
CFP®
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Work history:
Hamilton Financial Group, Independent Firm CFP®, WMS, Financial Advisorsince Nov 2004
Full Profile

Jamie Purdie Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Jim Purdie Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Daniel Moulder Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Instructor • Pedagogue • Independent Contractor • Police • Philanthrope • Contractor • Non-Profit • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Financial Manager • Independent Business Owners

Experience & Education

Position:
Independent Distributor at XanGo (Self-employed), Firearms Instructor at Self Employed
Title:
Also am a UT CFP Instructor
Location:
Indianapolis, Indiana Area
Industry:
Political Organization
Work history:
XanGo Independent Distributorsince Jan 2007Self Employed Firearms Instructorsince Jul 2006
Full Profile

Beth Correll Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Advisor • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Wealth Advisor at David A. Noyes & Company
Title:
Vice President at David A. Noyes & Company
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
David A. Noyes & Company - IndianapolisVice President - Wealth Advisorsince Jul 1998Woodley Farra - Indianapolis, Indiana AreaVice President - Private Advisory Services1996 - 1998
Skills:
Portfolio Management, Insurance, Investments, Retirement Planning, Estate Planning, Financial...
Full Profile

Rog Klinger Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
CFP & Sr. Vice President at Raymond James
Title:
CFP & Sr. Vice President at Raymond James & Associates
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Raymond James CFP & Sr. Vice Presidentsince Dec 2008Wachovia Securities, LLC Sr. Vice President, Investment OfficerSep 2001 - Dec 2008
Full Profile

Miller Angela Indianapolis, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Administrative Associate • Administrative Clerk • Clerical Specialist • Chairperson • Financial Manager • Chief Executive

Experience & Education

Position:
Paraplanner at Worley Erhart-Graves Fncl Adv
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Worley Erhart-Graves Fncl Adv Paraplannersince Jul 2013First Financial Bank Administrative AssistantJan 2009 - Jul 2013
Full Profile


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