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Financial Planners in Indiana

Financial Planners in Fort Wayne, IN

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18 results found

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

Hyman Lee Fort Wayne, IN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Agent • Sales Agent • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Groom • Livestock Handler • Farmworker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Army Sergeant

Experience & Education

Position:
Special Projects Associate at Lincoln Financial Group
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Lincoln Financial Group - Ft. Wayne, INSpecial Projects Associatesince Jul 2012United States Army SergeantFeb 2004 - Feb 2012
Languages:
Chinese
Full Profile

Heather Drebenstedt Fort Wayne, IN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at Summit Consultants Inc
Location:
Fort Wayne, Indiana Area
Industry:
Investment Management
Work history:
Summit Consultants Inc Financial Planner
Full Profile

Adam Sutton Fort Wayne, IN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Founder • Chief Executive • Founding Member • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Planner/Founder at Cornerstone Financial Partners
Title:
Co-Founder/Financial Planner at Cornerstone Financial Partners
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Cornerstone Financial Partners - Fort Wayne, Indiana AreaFinancial Planner/Foundersince Aug 2012Summit Financial Group - Indiana - New Haven, INFinancial PlannerJan 2011 - Aug 2012
Skills:
Investments, Insurance, Strategic Financial Planning, Fixed Annuities, Retirement Planning, Series...
Full Profile

Krista Tipton Fort Wayne, IN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Wells Fargo Private Bank
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Full Profile

Dixie Thomas Fort Wayne, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Grabill Financial
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Grabill Financial Financial Advisorsince Aug 2005
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Erica Dekko Fort Wayne, IN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Industrial Engineer • Industrial Engineering Professional • Board Member • Management Team Executive • Operations Manager

Experience & Education

Position:
Financial planner at Dekko Investment Services
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Dekko Investment Services Financial plannerGroup Dekko Industrial Engineer / Board Member1992 - 2006
Full Profile

Boyd Lewis Fort Wayne, IN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at New York Life
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
New York Life Financial Planner
Full Profile

Chris Spoltman Fort Wayne, IN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Summit Consultants, Inc.
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Summit Consultants, Inc. Financial Planner
Full Profile

Boyd Lewis Fort Wayne, IN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at New York Life
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
New York Life Financial Planner
Full Profile

Debra Murphy Fort Wayne, IN

Professions & Specialties

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

Experience & Education

Position:
Estate/Financial Planner at Rothfuss and Associates
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Rothfuss and Associates Estate/Financial Planner
Full Profile

Gloria Humphreys Fort Wayne, IN

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Manager • Vice President • Operations Manager • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Lawyers • Analysts

Experience & Education

Position:
Senior Regional Trust Manager at Wells Fargo Bank, Vice President at Wells Fargo Bank
Title:
Senior Regional Trust Manager at Wells Fargo Bank
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
Wells Fargo Bank Senior Regional Trust Managersince Apr 2001Wells Fargo Bank Vice Presidentsince Dec 2000
Skills:
wealth management, financial planning, fiduciary law and administration, life event planning, coaching
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
Financial Planner at Diem Financial Services
Full Profile

Julie Enloe Fort Wayne, IN

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Chief Executive • Operations Manager • Advisor • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Business Administrator • Managers

Experience & Education

Position:
VP and Trust Advisor at PNC Wealth Management
Location:
Fort Wayne, Indiana Area
Industry:
Financial Services
Work history:
PNC Wealth Management VP and Trust Advisorsince May 2010Stancil and Company, CPAs Trusts and Estates Tax ManagerJan 2010 - Apr 2010
Regional Financial Planner at Wachovia
Full Profile

Gary Carlyle Fort Wayne, IN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Vice President of Sales • Vice President • Chief Executive • Area Sales Manager • Regional Sales Consultant • Sales Representative • Master of Science • Bachelor of Science • Psychologist • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Pharmaceutical Representative at PDI, Inc
Title:
Pharmaceutical Representative at Daiichi Sankyo
Location:
Fort Wayne, Indiana Area
Industry:
Pharmaceuticals
Work history:
PDI, Inc Pharmaceutical Representativesince Apr 2011Daiichi Sankyo Inc Pharmaceutical Representative 2Nov 2004 - Feb 2011
Full Profile

Teresa Houlihan Fort Wayne, IN

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Medical Assistant • Healthcare Support • Paralegal • Litigation Support Specialist • Legal Aide • Judge • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Administrative Associate • Front Office Receptionist • Administrative Clerk • Clerical Specialist • Recruitment

Experience & Education

Work

Company:
Externship at lutheran health network bariatric center - Fort Wayne, IN
Medical assistant lutheran health network
Company:
Fssa
Eligibility specialist/paralegal/legal assistant to judge
Full Profile

Melvin Billingsley Fort Wayne, IN

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Pastoral Worker • Coordinator • Clergy • Managers • Human Resources Specialist • Recruitment • Operations Manager • Sales Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Carry the word ministries
Bi-vocational pastor and administrator of local ministry
Company:
Carry the word ministries
Recruiter/media coordinator
Full Profile

Theresa Ayers Fort Wayne, IN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Owner • Chief Executive • Customer Service • Operations Manager

Experience & Education

Work

Company:
Lincoln financial distributors
Strategic tpa relationship manager
Company:
All about honeymoons
Owner/business development
Full Profile




Sub-specializations

Financial Planner  (18)