Brent D. Thoman

OSJ/Branch Manager at LPL Financial

Role
Osj Branch Manager at LPL Financial
Location
Shelbyville, IN, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Brent D. Thoman

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Experience

  1. Osj Branch Manager

    LPL Financial

    Mar 2015 — Present

Education

  • University of Indianapolis

    Bachelor of Science

    1995 — 1999

Skills

  • Iras
  • Life Insurance
  • Relationship Management
  • Small Business
  • Roth Ira's
  • Retirement
  • Bonds
  • Strategic Financial Planning
  • Financial Planners
  • Traditional Ira's
  • Financial Services
  • Retirement Planning
  • Finra
  • Variable Annuities
  • Term Life Insurance
  • Long Term Care Insurance
  • Insurance
  • Investment Strategies
  • Fee Based Investment Accounts
  • Erisa
  • 401k Rollovers
  • Health Insurance
  • Fixed Annuities
  • Stocks
  • Marketing
  • Series 63
  • 401k's
  • Investments
  • Investment Advisory
  • Life Insurance - Personal/Business
  • Wealth Management Services
  • Financial Advisory
  • Securities
  • Estate Planning
  • Mutual Funds
  • Wealth Management
  • 529 Plans
  • Employee Benefits
  • Series 7
  • Long-Term Care

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Brent D. Thoman — Osj Branch Manager at LPL Financial in Shelbyville, IN, US | Unifers