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
In partnering with our valued clients, our mission is to help them design and implement…
Experience
Osj Branch Manager
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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