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Harley Shanklin Email & Phone Number

Senior Financial Advisor at RDW Financial Group🔹S.T.A.R.T. Planning🔹Retirement Income Strategies | Portfolio Management | Tax Planning | Risk Mitigation at RDW Financial Group
Location: Indianapolis, Indiana, United States 4 work roles 4 schools
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Role
Senior Financial Advisor at RDW Financial Group🔹S.T.A.R.T. Planning🔹Retirement Income Strategies | Portfolio Management | Tax Planning | Risk Mitigation
Location
Indianapolis, Indiana, United States

Who is Harley Shanklin? Overview

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Harley Shanklin is listed as Senior Financial Advisor at RDW Financial Group🔹S.T.A.R.T. Planning🔹Retirement Income Strategies | Portfolio Management | Tax Planning | Risk Mitigation at RDW Financial Group, based in Indianapolis, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Harley Shanklin.

Harley Shanklin previously worked as Senior Financial Advisor at Rdw Financial Group and Medical Ward Supervisor at U.S. Army. Harley Shanklin holds Bachelor'S Degree, Financial Planning And Services from Indiana Wesleyan University.

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RDW Financial Group

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About Harley Shanklin

"It's about the process, not the product." Any financial advisor can sell you an investment and charge you a fee, but what are they doing to help ensure that you are actually on the right path to your goals? I specialize in structuring and managing retirement portfolios through our proven 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗦.𝗧.𝗔.𝗥.𝗧. 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗣𝗿𝗼𝗰𝗲𝘀𝘀, by evaluating and developing:𝗦 = Secure Income𝗧 = Tax Efficiency𝗔 = Advanced Legacy Planning𝗥 = Risk Management, 𝗧 = Tailored Investment Strategy As a financial professional my focus is to help families and professionals become more efficient today to help ensure a brighter tomorrow. With 𝘁𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝗰𝘆 𝗮𝗻𝗱 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 being my primary tools, I work with successful families and individuals to ensure all their hard work and preparation pays off.Our firm is family-owned and operated in Indianapolis, serving a select group of clients both locally and across the nation. Our philosophy goes beyond investments, to what really matters to you, your family, and the community.Contact Us: 📲 (317) 802-7672 ✉️ harley@rdwfinancialgroup.com 🌐 https://rdwfinancialgroup.com/🔗 https://linktr.ee/RDWFinancialGroup (Link in bio)Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

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Harley Shanklin's current company

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RDW Financial Group
Rdw Financial Group
Senior Financial Advisor at RDW Financial Group🔹S.T.A.R.T. Planning🔹Retirement Income Strategies | Portfolio Management | Tax Planning | Risk Mitigation
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4 roles

Harley Shanklin work experience

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Senior Financial Advisor

Current

*specialized knowledge in lifestyle continuation strategies for today's retirees *develops and manages innovative investment and retirement plans for a more efficient financial outlook*investment advise and management tailored for today's young families and professionals *college planning for children and grandchildren*manages the social networking for RDW.

Aug 2014 - Present

Medical Ward Supervisor

Arlington, Virginia, US

Over saw the daily operations for a busy medical ward along which included supply, logistics, and budgeting. Initiated and tracked multiple purchasing contracts and was accountable for medical equipment in excess of $2M. Direct supervisor for over 20 staff members to include military, federal civilians, and contractors.

Nov 2013 - Aug 2014

Postpartum & Special Care Nursery Ncoic

Fort Bliss, Texas, US

Supervised the daily operations of Level II Neonatal Intensive Care Unit and 16 bed Postpartum Recovery ward. The William Beaumont Postpartum Recovery ward saw an average of over 115 mothers and babies each month with approximately 7% needing care in the Neonatal Intensive Care Unit. Duties included, but were not limited to, supervision of over 20 staff.

Aug 2012 - Nov 2013

Vascular Surgery Ncoic

Supervised and supported the daily operations of the Vascular Surgery, Wound Care, and Podiatry Clinics. Combined, the clinics saw an average of over 30 patients a day both within the clinic along with patients residing in other areas of the hospital. Within the clinics physicians and medical staff performed everything from basic clinical screening to.

Apr 2010 - May 2011
4 education records

Harley Shanklin education

Bachelor'S Degree, Financial Planning And Services

Indiana Wesleyan University

Bachelor Of Science (Bs), Finance, General

Missouri State University

Practical Nursing License, Practical Nursing, Vocational Nursing And Nursing Assistants

Army Medical Education Department: Practical Nurse Course

Certificate Of Graduation, Leadership Development

Army Warrior Leader Course
FAQ

Frequently asked questions about Harley Shanklin

Quick answers generated from the profile data available on this page.

What company does Harley Shanklin work for?

Harley Shanklin works for RDW Financial Group.

What is Harley Shanklin's role at RDW Financial Group?

Harley Shanklin is listed as Senior Financial Advisor at RDW Financial Group🔹S.T.A.R.T. Planning🔹Retirement Income Strategies | Portfolio Management | Tax Planning | Risk Mitigation at RDW Financial Group.

Where is Harley Shanklin based?

Harley Shanklin is based in Indianapolis, Indiana, United States while working with RDW Financial Group.

What companies has Harley Shanklin worked for?

Harley Shanklin has worked for Rdw Financial Group, U.S. Army, William Beaumont Army Medical Center, and Madigan Army Medical Center.

How can I contact Harley Shanklin?

You can use AeroLeads to view verified contact signals for Harley Shanklin at RDW Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Harley Shanklin attend?

Harley Shanklin holds Bachelor'S Degree, Financial Planning And Services from Indiana Wesleyan University.

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