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Financial Consultants in Indiana

Financial Consultants in Fort Wayne, IN

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250 results found

Brad Sowles Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Regional Sales Consultant • Sales Representative • Psychology Specialist

Experience & Education

Position:
Associate Financial Advisor at Howard Bailey Financial, Inc., High School and College Baseball...
Title:
Associate Financial Advisor at Howard Bailey Financial, Inc.
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Howard Bailey Financial, Inc. - Fort Wayne, Indiana AreaAssociate Financial Advisorsince Feb 2013Fort Wayne Umpires / College Baseball Umpires Association - Fort Wayne, Indiana AreaHigh School and College Baseball Umpiresince Jan 2000
Skills:
Uniform Combined State Law, Series 7, Retirement Planning, Investments, Estate Planning,...
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Michael Reed Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker

Experience & Education

Position:
Partner / Financial Advisor at Westpoint Financial Group
Title:
Partner at Westpoint Financial Group
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Westpoint Financial Group - Fort Wayne, IndianaPartner / Financial Advisorsince Dec 1999
Full Profile

Tom Burch Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Economics Teacher • Educator • Education Professional • Instructor • Bachelor of Science • Master of Science • Counselor • Advisor • Non-Profit • Physician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Special Education Professors • Psychology Specialist • Founding Member • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Financial Advisor, CRPC, CSNA at Larson Financial
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Larson Financial Financial Advisor, CRPC, CSNAsince Feb 2013Merrill Lynch - Fort Wayne, Indiana AreaFinancial Advisor, CRPC, CSNAOct 2010 - Feb 2013
Skills:
Wealth Management, Estate Planning, Retirement, Long-term Care, Personal Finance, Corporate...
Full Profile

Beverly Goff Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Client Service Officer • Sales Representative • Co-Owner • Chairperson • Owner • Chief Executive • Customer Service • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Agent/Co-owner at Northern Insurance/Goff Agency
Title:
Agent Co-owner at Northern Insurance, LLC
Location:
Fort Wayne, Indiana Area
Industry:
Insurance
Work history:
Northern Insurance/Goff Agency - 7113 W. Jefferson Blvd., Fort Wayne, IN 46804Agent/Co-ownersince May 2007Greater Fort Wayne Chamber of Commerce - Casa Ristorante SW, 7545 W Jeffersonson Blvd., Fort Wayne, IN 46804President of Leads R Us2008 - Aug 2011
Skills:
Customer Service, Insurance, Public Speaking, Customer Relations, Team Building, Promotions,...
one financial advisor etc
Full Profile

Alfred Stovall Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Manager • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Associate at NAI Harding Dahm
Location:
Fort Wayne, Indiana Area
Industry:
Commercial Real Estate
Work history:
NAI Harding Dahm - Fort Wayne, IndianaSales Associatesince Mar 2012One Resource Financial Consultants - Fort Wayne, IndianaFinancial AdvisorJan 2010 - Aug 2010
Skills:
Commercial Real Estate, Disposition, Acquisitions, Leases, Real Estate Development
Languages:
Spanish
Full Profile

Ed Puglise Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Automotive Professional

Experience & Education

Position:
Financial Advisor; Managing Director - Acuitas Financial Group at Ameriprise Financial
Title:
Financial Advisor and Managing Director at Acuitas Financial Group - An Ameriprise Platinum Financial Services practice
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor; Managing Director - Acuitas Financial Groupsince Mar 2000Conseco Financial - Fort Wayne, Indiana AreaMortgage Loan Originator1998 - 1999
Full Profile

Kevin Bontrager Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Information Technology Specialist • IT Specialist • Nurse • Nurse Practitioner

Experience & Education

Position:
Membership Committee at Associated Builders and Contractors, Business Owner / Financial Advisor at...
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Associated Builders and Contractors Membership Committeesince Jan 2009Northwestern Mutual Financial Network Business Owner / Financial Advisorsince Dec 2003
Skills:
To learn about my specialties, visit my web site at www, kevinbontrager, com
Full Profile

J. Arnold Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Marketing Manager • Account Service Manager • Client Service Officer • Customer Service • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Financial Advisor at Raymond James & Associates, Inc.
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Raymond James & Associates, Inc. Financial Advisorsince Dec 2009Old National Bank Vice PresidentSep 2007 - Oct 2009
Skills:
Working with individuals and professionals to analyze their current financial position and helping...
Full Profile

J Rufener Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Student Worker

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Fort Wayne, Indiana Area
Industry:
Investment Management
Full Profile

Kathy Klinger Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Independent Contractor • Counselor • Team Member • Contractor • Advisor • Director • Operations Manager • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Office Assistant • Office Clerk • Clerical Specialist • Development Director • Marketing Manager • HR Manager • Marketing Administrator • Sales Representative • Property Manager • Real Estate Manager • Sports Trainers

Experience & Education

Position:
Financial Advisor at ProEquities, Financial Advisor at FUTURITY FIRST Insurance Group, Associate at ...
Title:
Financial Advisor at ProEquities
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
ProEquities - Fort Wayne, Indiana AreaFinancial Advisorsince Sep 2012FUTURITY FIRST Insurance Group Financial Advisorsince Aug 2012
Skills:
sales, Sales Management, Sales Rep Training, Series 7, series 66, Life & Health Insurance...
Full Profile

Jonathan Chadwick Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Account Associate • Sales Executive • Sales Manager • Marketing Manager • Managers • Health Services Administrator • Medical Services Manager • Health Services Manager • Brand Representative • Recruitment

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Fort Wayne, Indiana AreaFinancial Advisorsince Jan 2013Aflac Independent Sales Associate2011 - 2013
Languages:
Spanish
Full Profile

Yvette Deter Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Clerk • Clerical Specialist • Health Professional • Health Practitioner

Experience & Education

Position:
Patient Financial Advisor at Lutheran Hospital
Title:
--
Location:
Fort Wayne, Indiana Area
Industry:
Insurance
Work history:
Lutheran Hospital Patient Financial AdvisorFort Wayne, IN Commercial Property ManagementJan 1997 - Sep 2012
Full Profile

Scott Lauer Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Director • Founder • Founding Member • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-Founder at 401k Beacon, LLC, Financial Advisor at Verdeo Financial, Club Director at N3 Volleyball
Title:
Financial Advisor at Verdeo Financial
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
401k Beacon, LLC - Fort Wayne, Indiana AreaCo-Foundersince Feb 2012Verdeo Financial Financial Advisorsince Oct 2007
Skills:
Retirement Planning, Strategic Financial Planning, Investments, Estate Planning, Mutual Funds,...
Full Profile

Marcy Garrison Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Wells Fargo Bank NA
Location:
Fort Wayne, Indiana Area
Industry:
Banking
Work history:
Wells Fargo Bank NA Financial Consultant
Full Profile

Stanley Koehl Fort Wayne, 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
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Apr 2000
Skills:
To learn about my specialties, visit my web site at stanleykoehl, nmfn, com
Full Profile

Landon Story Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Certified Nurse Aide • Health Professional • Health Practitioner • Nurse • Nurse Practitioner • Student Worker • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Home Health Ops Specialist at Parkview Home Health and Hospice
Location:
Fort Wayne, Indiana Area
Industry:
Hospital & Health Care
Work history:
Parkview Home Health and Hospice - Fort Wayne, Indiana AreaHome Health Ops Specialistsince Jul 2012WestPoint Financial Group - Fort Wayne, Indiana AreaFinancial AdvisorJan 2012 - Jun 2012
Full Profile

Jan Latz Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Fort Wayne, Indiana Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisor
Full Profile

David Mann Fort Wayne, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Representative at Northwestern Mutual Financial Network, Financial Advisor at...
Title:
Financial Representative at Northwestern Mutual Financial Network
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Representativesince Apr 1972Northwestern Mutual Financial Advisorsince 1972
Full Profile

Devon Mcardle Fort Wayne, IN

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director / Financial Advisor at McDonald Partners, LLC
Title:
Managing Director, McDonald Partners
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
McDonald Partners, LLC Managing Director / Financial Advisorsince Jan 2008Fifth Third Bank Private Banker / Investment ExecutiveOct 2005 - Jan 2008
Skills:
Wealth Management, Series 7, series 66, Investment Strategies, Asset Allocation, Investment...
Languages:
French
Full Profile

Patrick Bryan Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Long term care financial partners - Indianapolis, IN
Long term care insurance specialist
Company:
John hancock financial network - Indianapolis, IN
Financial advisor
Full Profile

Kelly Adam Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Teller • Loan Officers • Representative • Clerical Specialist

Experience & Education

Work

Company:
Lutheran hospital
Financial counselor
Company:
Lutheran hospital - Fort Wayne, IN
Bad debt representative
Full Profile

Brian Woolman Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director of Business Development • Business Development Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Student Worker • Entertainer

Experience & Education

Position:
Director of Business Development at Woolman Financial Group, LLC
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Woolman Financial Group, LLC - Fort Wayne, Indiana AreaDirector of Business Developmentsince Oct 2011Woolman Financial Group, LLC Financial AdvisorJun 2009 - Oct 2011
Full Profile

Gil Tallman Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Alpha Omega Consulting Group
Location:
Fort Wayne, Indiana Area
Industry:
Staffing and Recruiting
Work history:
Alpha Omega Consulting Group Financial Consultant
Full Profile

Sean Asiala Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Development Director • HR Manager • Operations Manager • Industrial Engineer

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince 2006Poly Hi Solidur Product Development Manager2002 - 2006
Skills:
Retirement Planning, Asset Allocation, Series 7, Investment Strategies, Mutual Funds, Retirement,...
Full Profile

Reed Miller Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Phillips Financial
Location:
Fort Wayne, Indiana Area
Industry:
Investment Management
Work history:
Phillips Financial Financial Advisor
Full Profile

Bill Rohwer Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at National City Bank
Location:
Fort Wayne, Indiana Area
Industry:
Banking
Full Profile

Danielle Rockey Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Field Representative • Managers • Compliance Officer • Financial Director • Financial Officer • Financial Manager • Hospital Care Professional • Health Professional • Health Practitioner • Client Service Officer • Cashier • Radiation Therapist • Radiation Therapy Specialist • Customer Service

Experience & Education

Position:
Financial Counselor/Medicaid Eligibility Coordinator at Firstsource Solutions/MedAssist
Title:
financial counselor at MedAssist
Location:
Fort Wayne, Indiana Area
Industry:
Hospital & Health Care
Work history:
Firstsource Solutions/MedAssist Financial Counselor/Medicaid Eligibility Coordinatorsince Aug 2009Kosciusko Community Hospital Financial Counselor/Customer Service RepresentativeApr 2007 - Oct 2009
Full Profile

Lee Mcallister Fort Wayne, 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 • Representative • Operations Manager • Automotive Professional

Experience & Education

Position:
Financial Advisor at Allstate Financial
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Allstate Financial - Fort Wayne, Indiana AreaFinancial Advisorsince Dec 2010Thrivent Financial for Lutherans Financial RepresentativeJan 2006 - Nov 2010
Full Profile

Christy Rice Fort Wayne, IN

Professions & Specialties

Financial Consultant • Insurance Collector • Financial Services Professional • Financial Services Sales Agent • Collector • Repossessor • Collections Specialist • Psychologist • Hospital Care Professional • Psychology Specialist • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Counselor at Parkview Health
Location:
Fort Wayne, Indiana Area
Industry:
Hospital & Health Care
Work history:
Parkview Health - Parkview Behavioral HealthFinancial Counselorsince Mar 2001Parkview Health - Parkview Physicians GroupInsurance CollectorJan 1996 - Mar 2000
Skills:
Registration, Phone Skills, Typing, Insurance Verification, Team Building, Customer Service,...
Full Profile

Phillip Fensler Fort Wayne, IN

Professions & Specialties

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

Experience & Education

Position:
Ash Technical Services: Technical Analyst at Ash Brokerage
Title:
Ash Technical Services: Technical Analyst
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Ash Brokerage Ash Technical Services: Technical Analystsince May 2009Industry Leading Financial Planning Firm - Fort Wayne, Indiana AreaFinancial AdvisorOct 2005 - Dec 2009
Full Profile

Matthew Reynolds Fort Wayne, IN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Investment Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Counselor • Supporting Member • Advisor • Area Manager • Managers • Team Member • Region Manager • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial Services, Inc., CFP, CRPC, APMA
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Jul 1999American Heart Association Associate Regional Director1996 - 1998
Full Profile

William Rohwer Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at National City Bank
Location:
Fort Wayne, Indiana Area
Industry:
Banking
Full Profile

Chris Vosmeier Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
First Vice President, Investments at Burton, Vosmeier & Looney Financial Advisory Group of...
Title:
First Vice President, Investments - Burton, Vosmeier & Looney Financial Advisory Group of Raymond James
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Burton, Vosmeier & Looney Financial Advisory Group of Raymond James First Vice President, Investmentssince Sep 2008Robert W. Baird Senior Investment ConsultantMay 2001 - Sep 2008
Skills:
Series 7
..be made to persons in states where the Financial Advisor is not registered
Full Profile

Keith Merrifield Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Wells Fargo Investments, LLC
Location:
Fort Wayne, Indiana Area
Industry:
Investment Management
Full Profile

Shane Houser Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Sales and Service Specialist • Sales Agent • Sales Representative • Hospital Care Professional • Social Workers • Physician • Health Professional • Health Practitioner • Family Practitioner • General Practitioner

Experience & Education

Position:
Financial Advisor at Woolman Financial Group, LLC
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Woolman Financial Group, LLC Financial Advisorsince Oct 2007AstraZeneca Sales Specialist2001 - 2007
Full Profile

Benjamin Shively Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President- Investment Officer at Wealth Advisory Group of Lake City Bank
Title:
VP, Investment Officer at Wealth Advisory Group Lake City Bank
Location:
Fort Wayne, Indiana Area
Industry:
Investment Management
Work history:
Wealth Advisory Group of Lake City Bank Vice President- Investment Officersince Jan 2003Merrill Lynch Financial AdvisorMay 1999 - Jan 2003
Skills:
CIMA
Full Profile

Michael Leclear Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Psychologist • Software Tester • Computer Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Director of Counselors at FinancialHope Counseling and Education
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
FinancialHope Counseling and Education Director of Counselorssince Apr 1995
Certified Financial Counselor,1998-present,
Full Profile

Ryan Perkins Fort Wayne, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor & Managing Director at Ameriprise Financial
Title:
Financial Advisor and Managing Director at Ameriprise Financial
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor & Managing Directorsince Jun 2003
Full Profile

Tom Diem Fort Wayne, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Cantella
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Cantella Financial Advisorsince Nov 2002Raymond James & Associates Financial AdvisorJul 1998 - Nov 2002
Skills:
Investments, Life Insurance, Financial Planning
Full Profile

Amy Burton Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President, Investments at Raymond James
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Raymond James First Vice President, Investmentssince Sep 2008
Skills:
Series 65, Municipal Bonds
..be made to persons in states where the Financial Advisor is not registered
Full Profile

Ron Covington Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Arts • Partner • Chief Executive • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Legend Equities, Financial Advisor at Legend Equities Corp
Title:
Financial Advisor at Legend Equities Corp
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Legend Equities - Bluffton, INFinancial Advisorsince 2010Legend Equities Corp - Bluffton, InFinancial Advisorsince Dec 2010
Full Profile

Al Lindsten Fort Wayne, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Shelton Financial Group
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Shelton Financial Group Financial Advisorsince Feb 2007General Electric Finance MgrMay 1977 - Jan 2007
Skills:
Strategic Planning, Financial Goals, Strategic Financial Planning, Series 7, Process Improvement,...
Full Profile

Rob Patrick Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Trust Officer at 1st Source Bank
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
1st Source Bank Vice President, Trust Officersince 2005Old National Bank Financial Advisor2002 - 2005
Full Profile

Kyle Aschliman Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at APP Financial Planning Group
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
APP Financial Planning Group - Fort Wayne, Indiana AreaFinancial Advisorsince Nov 2012One Resource Group Brokerage - Fort Wayne, Indiana AreaSenior Insurance Consulting AgentJan 2005 - Nov 2012
Full Profile

Steve Kucharski Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor at Braun Wealth Management Group
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Braun Wealth Management Group Senior Financial Advisorsince Jan 1999Merrill Lynch Senior Financial ConsultantAug 1991 - Jan 1999
Skills:
Strategic Planning, Marketing Strategy, Management, Investments, Business Development, Strategic...
Full Profile

Todd Bonvino Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at PnC Financial Svcs
Title:
Financial Advisor at PnC
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
PnC Financial Svcs Financial Advisorsince Jun 20113 Other Financial Svcs Companies Office Mgr / Financial AdvisorFeb 1996 - Jun 2011
Full Profile

Scott Thieme Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor with Edward Jones
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Edward Jones - Fort Wayne, Indiana AreaFinancial Advisorsince Jun 2009
Full Profile

Thomas Diem Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Title:
Financial Advisor at Cantella
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Full Profile

Daniel Richardville Fort Wayne, IN

Professions & Specialties

Financial Consultant • Credit Counselor • Financial Services Professional • Financial Services Sales Agent • Psychologist • Non-Profit • Counselor • Advisor • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Managers • Operations Manager

Experience & Education

Position:
Certified Consumer Credit Counselor at Consumer Credit Counseling Service of Northeastern Indiana
Title:
Certified Financial Counselor at FINANCIALHOPE Counseling and Education
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Consumer Credit Counseling Service of Northeastern Indiana Certified Consumer Credit Counselorsince Sep 2009FinancialHope Counseling and Education Certified Fiancial Counselor2009 - 2013
Skills:
Budgeting, Credit, Banking, Loans, Budgets, Time Management, Strategic Financial Planning,...
Full Profile

Kevin Hitz Fort Wayne, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Allstate Financial
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Full Profile


Financial Consultants near Fort Wayne, IN01234AuburnMarkleDecaturHuntertownAvillaGrabillWaterloo