Bri Ikerd

About Bri Ikerd

As a wealth advisor at CSi Advisory Services, Bri helps people from all walks of life determine what is most important to them and design strategies to help them work toward those goals. The balancing act of handling every day finances such as paying down debt, saving for retirement, and investing in personal financial goals like buying a home, paying for a wedding, or starting your own business can be intricate and intimidating for people of any age. Bri lets them know when it comes to making financial decisions they won\'t have to go it alone.Financial constraints are a part of everyone\'s life, and there is a need to have a plan in place in order to reach their goals. Bri wants to simplify the process for each individual and help them make educated decisions that drive results. Securities services offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Advisory services offered through GLOBAL RETIREMENT PARTNERS LLC, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with CSI Advisory Services 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.

Experience

1. Adjunct Professor of Economics

   Marian University Indianapolis

   Jul 2023 — Present · Indianapolis, IN, US

Education

• Indiana University Bloomington

  Master of Arts (M.A.), Economics

  2015 — 2016

• University of Evansville

  Bachelor of Science - BS, Economics

• University of Evansville

  Bachelor of Applied Science (B.A.Sc.), Economics

  2011 — 2015

Skills

• Business
• Mathematics
• Analytical Skills
• Business Services
• Administrative Work
• Politics
• Time Management