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    Jon M. McCardle

    Owner

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    • Certified Background Checked - as of 4/20/2018

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    02/25/2009

    05/27/2019

    Summit Financial Group of Indiana

    4050 Britt Farm Dr,
    Lafayette, IN 47905
    US
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    http://www.summitfinancialgroupofindiana.com

    jon@summit-fp.com

    (765) 447-1330

    (765) 535-0223

    Financial Advisor

    Investments, Comprehensive Financial Planning, Retirement Planning

    Description

    Jon is the Owner of Summit Financial Group of Indiana. Summit offers advisory services to Academia and Top Tier Professionals. Summit's client centered approach to financial planning, wealth creation, investment management and retirement income solutions is customized for each individual client's needs, wants and wishes so they know at all times where they are, what they need to do next to get where they want to go.

     

    Securities offered through Regulus Advisors, LLC.  Member FINRA/SIPC.  Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor.  Regulus Advisors and Regal Investment Advisors are affiliated entities.  Summit Retirement Advisors, LLC and Summit Financial Group of In are affiliated entities.  Summit Retirement Advisors, LLC and Summit Financial Group of In are independent of Regulus Advisors and Regal Investment Advisors.

    Education

    Series 63 Series 65Series 7Series 24Series Life Health

    Associations

     

    References

    Provided Upon Request.....

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