Ian Essling, Cfp® Email & Phone Number

Ian began his Financial Services career in 2002. Areas of focus include investment management, retirement plan distribution strategies, risk management, and small business planning. His primary clients are educators, executives, professionals, and business owners. He is a graduate of the Kelley School of Business at Indiana University. Ian is committed to the advancement of the Financial Services Industry, having served as the President for the Society of Financial Services Professionals - Central Indiana. In 2016 and 2018 he was awarded the Five Star Wealth Manager Award. Ian is actively involved in the community serving on the Indiana University Foundation Wells House Society Advisory board, and the Cardinal Stage Board of Directors. Ian and his wife reside in Bloomington with their children. He enjoys spending time with his famliy, traveling, running and is an avid Indiana University Sports fan. Securities and Advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Innovative Financial Solutions, Inc. Innovative Financial Solutions, 357 E. Winslow Road, Bloomington, IN 47401, 812.337.1999. This communication is strictly intended for individuals residing in the states of AZ,CA,CO,DC,FL,GA,IA,IL,IN,KY,MD,MA,MI,MN,NJ,NC,PA,TX,WA,WI . No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Listed skills include Wealth Management, Retirement Income, Investment Management, Risk Management, and 2 others.

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  Senior Advisor

  Innovative Financial Solutions, Inc.

  Mar 2003 - Present - Bloomington, Indiana Area