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Old National Wealth Advisors is part of the Old National family of companies—trusted financial services providers for nearly 200 years. Our wealth advisors are affiliated with LPL Financial, one of the nation’s leading financial services companies. We offer personalized wealth advisory and investment strategies through two distinct service models – Wealth Management and Private Wealth Management – and we’ll work with you to determine the best approach based on your needs and financial goals. Learn more at oldnational.com/wealth.
We believe that every client regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and for the future. As a wealth management partner, we take the time to understand each individual’s circumstances and help pinpoint strategies that fit your needs. Together with a team of professionals qualified to offer holistic, integrated wealth management services, we chart a financial roadmap that takes care of short-term details without losing perspective on your long-term goals.
Disclaimer: Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer(member FINRA/SIPC-www.finra.org,www.sipc.org). Insurance products are offered through LPL or its licensed affiliates. Old National Bank and Old National Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Old National Wealth Advisors,and may also be employees of Old National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Old National Bank or Old National Wealth Advisors. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Company Details
- Employees
- 83
- Address
- One Main Street, Evansville,in 47705,united States
- Industry
- Investment Management
- Keywords
- Goals-Based Financial Planning, Investment Management, Insurance Options & Guidance, Estate Planning & Advice.
- HQ
- Evansville, IN
- Competitors
- Bremer Bank, a division of Old National, Monarch Real Estate Partners, FairMarket Life Settlements Corp., Asterion Wealth Advisory Group, 1834, a division of Old National Bank, Catalina Structured Funding, 1834 Investment Advisors Co., Pursuit Wealth Group, National Police Federal Credit Union, Old National Bank.
Old National Wealth Advisors Questions
Old National Wealth Advisors's website is http://www.oldnational.com/wealth
Old National Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/oldnationalwealthadvisors
Old National Wealth Advisors has
83 employees.
View email and phone details for 83
employees at Old National Wealth Advisors.
Old National Wealth Advisors's industry is
Investment Management
Old National Wealth Advisors's top competitors are
Bremer Bank, A Division Of Old National,
Monarch Real Estate Partners,
Fairmarket Life Settlements Corp.,
Asterion Wealth Advisory Group,
1834, A Division Of Old National Bank,
Catalina Structured Funding,
1834 Investment Advisors Co.,
Pursuit Wealth Group,
National Police Federal Credit Union,
Old National Bank.
Old National Wealth Advisors's categories are Investment Management
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Top Old National Wealth Advisors Employees
-
Matt Giles, CFP®, ChFC®
n/a
Henderson, Kentucky, United States, United States2oldnational.com, lpl.com1 +181245XXXXX
-
-
Angela Sergent, CRPC®, RICP®
Wealth Advisor, Avp, Lpl Financial…
Madison, Wisconsin, United States, United States1oldnational.com -
Nathan Monroe, CFP®, CPWA®, CIMA®, ChFC® MBA, MSF, MSFS, MS
Helping Clients Ensure A Solid…
Evansville, Indiana, United States, United States1lpl.com
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