Independant Rep
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Jon Mccardle is listed as President, AIF at Summit Financial Group of Indiana | Helping Higher Ed Faculty & Staff to Attain Their Personal Financial Summit at Regal RIA, based in Lafayette, Indiana, United States. AeroLeads shows a work email signal at gf-pc.com and a matched LinkedIn profile for Jon Mccardle.
Jon Mccardle previously worked as Independant Rep at Regal Ria and Owner at Summit Financial Group Of Indiana. Jon Mccardle studied at Indiana University Indianapolis.
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AeroLeads found 1 current-domain work email signal for Jon Mccardle. Compare company email patterns before reaching out.
Insurance and Finance field for 20 yrs.Business owner for over 28 yrs owning 4 companies.Specialties: Investment Manager with Fidelity, Schwab, T.D. Ameritrade. Operational with TIAA-CREF allowing us to provide financial service and support to those in the academic world.Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor.Registration with the SEC does not imply any level of skill or training. Regulus and Regal Investment Advisors are affiliated entities. Summit Retirement Advisors, LLC and Summit Financial Group of Indiana are affiliated entities. Summit Retirement Advisors, LLC and Summit Financial Group of Indiana are independent of Regulus Financial Group and Regal Investment Advisors.
Listed skills include Investments, Wealth Preservation Strategies, Saving For Education, Investment Advisory, and 8 others.
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To our clients in a fiduciary capacity to this highest level of integrity and transparency
"We guard what is most precious to our clients thru wisdom, experience, insight, foresight and constant preparation."
Your Financial Planning PartnerSummit Financial specializes in helping you build a legacy that you can be proud of. Whether you want a building that bears your name, your own scholarship to empower future generations to build their own legacies, or estate planning for a comfortable retirement to live out your golden years with knowledge of a job well done, partner with us, and we'll help you make your mark, your way.
St. Louis, Mo, Us
To gather assets and invest those assets where they would be serve my clients
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Jon Mccardle works for Regal RIA.
Jon Mccardle is listed as President, AIF at Summit Financial Group of Indiana | Helping Higher Ed Faculty & Staff to Attain Their Personal Financial Summit at Regal RIA.
AeroLeads has found 1 work email signal at @gf-pc.com for Jon Mccardle at Regal RIA.
Jon Mccardle is based in Lafayette, Indiana, United States while working with Regal RIA.
Jon Mccardle has worked for Regal Ria, Summit Financial Group Of Indiana, and Stifel Financial Corp..
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Jon Mccardle studied at Indiana University Indianapolis.
Jon Mccardle is listed with skills including Investments, Wealth Preservation Strategies, Saving For Education, Investment Advisory, Closed End Funds, Etfs, 401K Rollovers, and Whole Life.
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