CC
Clayton Christman
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Work Experience
Investment/Advising Team Intern
Feb 2023 - May 2023 · 3 months
Butler University
Feb 2021 - May 2023 · 2 years and 3 months
Student
Aug 2019 - May 2023 · 3 years and 9 months
Tech Team Student Technician
Feb 2021 - Dec 2021 · 10 months
Company Details
51-200 Employees
As an independent Registered Investment Advisory firm, our mission is to educate, guide, and counsel entrepreneurs to achieve their full financial potential. To help you live the life you want to live. Our job is to educate, guide, and counsel you toward that end. We act in your best interest as your fiduciary. Every day, we roll up our sleeves and go to work for you. The advice and solutions we render to our clients are not only at the highest degree of professional standards, but are also the same that we would render to ourselves and our families. Welcome to the smarter, faster, non-conforming, personal wealth building always got your back, Bunch.
Year Founded
2003
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
3625 E 96th St Indianapolis, Indiana 46240, US
Keywords
Wealth ManagementInvestmentsAsset ProtectioRetirement PlanningEstate PlanningTax PlanningPrivate EquityCorporate Financial WellnessFamily Office
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