Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in Indiana

Certified Financial Planners in Lafayette, IN

Find a professional & check records

Here is a complete list of nearly every experienced Certified Financial Planners in your town.

Be sure to see other states near you to locate the records of more people.

The Trustoria Professional Directory provides you with all the information needed to know the best person for every need.

5 results found

Chase Newsom Lafayette, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor - Certified Financial Planner at City Securities Corporation
Title:
Financial Planner City Securities Corporation
Location:
Lafayette, Indiana Area
Industry:
Financial Services
Work history:
City Securities Corporation Financial Advisor - Certified Financial Plannersince Jun 2008Lincoln Financial Distributors Regional Marketing DirectorOct 2002 - Jun 2008
Skills:
Series 63, Series 7, Retirement Planning, Wealth Management, Securities
Full Profile

Don Penn Lafayette, IN

Professions & Specialties

Vice President • Chief Executive • Analyst • Representative • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
VP and Financial Planning & Retirement Plan Analyst at Financial Planning Consultants, Inc.,...
Title:
VP and Financial Planning & Retirement Plan Analyst at Financial Planning Consultants, Inc.
Location:
Lafayette, Indiana Area
Industry:
Financial Services
Work history:
Financial Planning Consultants, Inc. VP and Financial Planning & Retirement Plan Analystsince Mar 2004Raymond James Financial Inc. Registered Representativesince Mar 2004
Certified Financial Planner
Full Profile

Rita Smith Lafayette, IN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Business Development Manager • Vice President • Program Director • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Vice President Business Development Officer at First Merchants Trust Company
Location:
Lafayette, Indiana Area
Industry:
Financial Services
Work history:
First Merchants Trust Company Vice President Business Development Officersince Feb 2013North Central Health Services, Inc. Program DirectorJan 2004 - Nov 2012
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Full Profile

Joseph Kennedy Lafayette, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Location:
Lafayette, Indiana Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince 1968
Skills:
Retirement Planning, Estate Planning, Investments, Mutual Funds, Strategic Financial Planning
Certified Financial Planner
Full Profile

Jennifer Teising Lafayette, IN

Professions & Specialties

Puchasing and Estimating Manager • Supporting Member • Advisor • Team Member • Partner • Chief Executive • Marketing Manager • Brand Planner • Brand Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Logistics Supply Chain Professional • Air Transportation Worker • Financial Manager • Corporate Executive • Logistician • Sales Representative • Druggist • Pharmacist

Experience & Education

Position:
Client Services Associate at Pinnacle Wealth Partners
Title:
Client Services Associate
Location:
Lafayette, Indiana Area
Industry:
Financial Services
Work history:
Pinnacle Wealth Partners - Lafayette, Indiana AreaClient Services Associatesince Sep 2011Pilot Freight Services - Indianapolis, Indiana AreaCustomer Service2010 - 2010
Certifications:
Series 6, FINRA
Series 63, FINRA
Brokerage Jobs | CFP
Full Profile