Everwise Investment Services
Brooklyn Hunter
Meet one of Everwise Investment Services' knowledgeable financial representatives.
4705 S. Emerson Ave.
Indianapolis IN 46203
Let’s work together to create an investment strategy that will have you feeling confident about your future. Whether it’s building your nest egg, saving for education expenses, or funding a comfortable retirement, I’m ready to help you discover the right solutions.
Professional Qualifications
- Registered Representative of LPL Financial
- Check background on FINRA’s BrokerCheck
Professional Services
- Financial Planning
- Investment Management
- Personal Financial Assessments
- Tax-Advantaged Investment Planning
- Retirement Income Planning
- Wealth Management
- Portfolio Management
- Comprehensive Financial Guidance
- Retirement Planning
- Insurance Planning
Together we'll answer the tough questions to give you financial confidence:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with a retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- What would happen to your family financially if you died?
- How will you pay for long-term care?
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Everwise Investment Services and Everwise Credit Union (Everwise) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:
|
Not insured by NCUA or Any Other Government Agency
|
Not Credit Union Guaranteed
|
Not Credit Union Deposits or Obligations
|
May Lose Value
|
Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf for more information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS.