Resumes
Resumes

Investment Executive
View pageLocation:
1117 east Tipton St, Seymour, IN 47274
Industry:
Financial Services
Work:
MainSource Financial Group - Seymour, IN since Sep 2012
Financial Advisor
Krumme & Brock Investment Services since Sep 2008
Owner
Raymond James Financial Services since 2000
Investment Executive
Financial Advisor
Krumme & Brock Investment Services since Sep 2008
Owner
Raymond James Financial Services since 2000
Investment Executive
Education:
Indiana University Southeast 1993 - 1995
Bachelors, Bachelor of Science, Accounting, Finance
Bachelors, Bachelor of Science, Accounting, Finance
Skills:
Wealth Management
Strategic Financial Planning
Retirement Planning
Asset Management
Investment Advisory
Investment Strategies
Estate Planning
Mutual Funds
Series 7
Series 24
Series 51
Series 63
Series 65
Strategic Financial Planning
Retirement Planning
Asset Management
Investment Advisory
Investment Strategies
Estate Planning
Mutual Funds
Series 7
Series 24
Series 51
Series 63
Series 65
Certifications:
Certified Financial Planner ™
Accredited Investment Fiduciary Aif®
Accredited Investment Fiduciary Analyst Aifa®
License 121725
Certified Financial Planner Board of Standards, Inc, License 121725
Accredited Investment Fiduciary Aif®
Accredited Investment Fiduciary Analyst Aifa®
License 121725
Certified Financial Planner Board of Standards, Inc, License 121725
