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Certified Financial Planners in Indiana

Certified Financial Planners in South Bend, IN

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12 results found

Kevin Grunawalt South Bend, IN

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Grunawalt Baer Financial, Owner at Grunawalt Baer Financial
Title:
at Grunawalt Baer Financial
Location:
South Bend, Indiana Area
Industry:
Financial Services
Work history:
Grunawalt Baer Financial Certified Financial PlannerGrunawalt Baer Financial Ownersince May 1987
Full Profile

Michael Bernard South Bend, 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 • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Apprentice • Planner • Human Resource Manager • Recruitment • Financial Manager • Student Worker

Experience & Education

Position:
Financial Planner at Korhorn Financial Group
Title:
Certified Financial Planner
Location:
South Bend, Indiana Area
Industry:
Financial Services
Work history:
Korhorn Financial Group Financial Plannersince May 2004
Full Profile

C Mock South Bend, IN

Professions & Specialties

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

Experience & Education

Title:
Associate Financial Advisor at Ameriprise Financial Associate Financial Advisor at Scott D. Smith, CFP and Associates (Sole Proprietorship)
Location:
South Bend, Indiana Area
Industry:
Financial Services
Full Profile

Edward Camp South Bend, IN

Professions & Specialties

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

Experience & Education

Position:
President at Edward F. Camp, CFP, CLU, ChFC
Location:
South Bend, Indiana Area
Industry:
Financial Services
Work history:
Edward F. Camp, CFP, CLU, ChFC Presidentsince Jan 1991
Full Profile

Dave Gurnee South Bend, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent • Advisor • Non-Profit • Team Member • Bachelor of Science • Operations Manager • Financial Manager

Experience & Education

Position:
Financial Advisor at PNC Investments
Location:
South Bend, Indiana Area
Industry:
Financial Services
Work history:
PNC Investments Financial Advisorsince Apr 2010Puritan Wealth Management Group Financial Advisor. Sales RepresentativeSep 2009 - Mar 2010
Skills:
Financial Planning, Retirement Planning, Estate Planning, Long Term Care, Life Insurance, Investments
CERTIFIED FINANCIAL PLANNER
Full Profile

Joe Forte South Bend, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Partner • Chief Executive • Curriculum Coordinator • Instructional Coordinator • Curriculum Specialist • Training Implementation Specialist • Educational Manager • Financial Manager • Advertising Sales Agent

Experience & Education

Position:
Partner at Kopka,Pinkus,Dolin and Eads
Title:
Attorney at Kopka,Pinkus,Dolin and Eads
Location:
South Bend, Indiana Area
Industry:
Law Practice
Work history:
Kopka,Pinkus,Dolin and Eads Partnersince Jul 1997BNI Education coordinator2010 - 2012
Full Profile

Tiger Mccourt South Bend, IN

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Ameriprise Financial Services, Inc.
Location:
South Bend, Indiana Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Senior Financial Advisorsince Jan 1991
Skills:
Personal financial planning for retirement, small businesses, investments, protection...
CERTIFIED FINANCIAL PLANNER
Full Profile

Steve Grove South Bend, IN

Professions & Specialties

Chairperson • Chief Executive • Counselor • Advisor • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at IRA Wholesalers, Sales marketing and business building at Consultant / sales /...
Title:
President at IRA Wholesalers
Location:
South Bend, Indiana Area
Industry:
Insurance
Work history:
IRA Wholesalers Presidentsince Mar 2010Consultant / sales / business building Sales marketing and business buildingsince 2009
CFP
Full Profile

Ron Silverman South Bend, IN

Professions & Specialties

Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Advisor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President & CEO at Creative Financial Planning Advisors, Inc.
Location:
South Bend, Indiana Area
Industry:
Investment Management
Work history:
Creative Financial Planning Advisors, Inc. - South Bend, IndianaPresident & CEOsince Apr 1982
Certifications:
Certified Public Accountant
Certified Financial Planner
Full Profile

Chris Grattan South Bend, IN

Professions & Specialties

Analyst • Analysts • Agent • Sales Representative • Owner • Chief Executive

Experience & Education

Position:
Analyst at CGrattan Consulting, Broker/Owner at LandMAX Capital Group
Title:
at CGrattan Consulting
Location:
South Bend, Indiana Area
Industry:
Venture Capital & Private Equity
Work history:
CGrattan Consulting Analystsince Jan 2008LandMAX Capital Group Broker/Ownersince Apr 2004
CCIM/CFP
Full Profile

Marc Brunner South Bend, IN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Logistics Supervisor • Logistician • Financial Manager

Experience & Education

Position:
Materials Manager at McCormick
Location:
South Bend, Indiana Area
Industry:
Food Production
Work history:
McCormick Materials Managersince May 2011Bosch Rexroth Corporation Materials and Logistics SupervisorApr 2006 - May 2011
Skills:
SAP, Training, Materials, Continuous Improvement, Lean Manufacturing, Materials Management,...
CFP
Full Profile

Jeneen Crane South Bend, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Program Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Program Manager at Teachers Credit Union
Title:
Financial Advisor at Teachers Credit Union
Location:
South Bend, Indiana Area
Industry:
Financial Services
Work history:
Teachers Credit Union Program Managersince 2011Teachers Credit Unoin Program Manager2000 - 2011
Certifications:
Certified Financial Planner
Full Profile

Certified Financial Planners near South Bend, IN02468ElkhartBenton HarborMishawakaWarsaw


Certified Financial Planners around South Bend, IN

Elkhart  (8)
Mishawaka  (1)
Warsaw  (1)

Certified Financial Planners in Indiana

Sub-specializations