Deep Enrich
Darwin lindsey cfp®, chfc®, casl®, aep®, ricp®
343 followersTimeline
About me
President & CEO at Lindsey Wealth Management
Education
Vincennes university
-Associate of science (a.s.) business administration
The american college
-Master of science (m.s.) financial services
Indiana university - kelley school of business
-Bachelor of science (b.s.) business finance
Experience
Edward jones
Jan 2001 - Jan 2002Financial advisor
Financial advisor
Jan 2002 - Jan 2002American express financial advisorsEdward jones
Jan 2003 - Jan 2008Financial advisorLimited Partner
German american
Jan 2009 - Jan 2012Financial advisor
Dillon wealth management
Jan 2012 - Jan 2014Client research and strategic planning coordinatorLindsey wealth management
Dec 2014 - nowPresident & ceo
Licenses & Certifications
- View certificate
Accredited estate planner
National association of estate planners and councilsJun 2012
- View certificate
Certified financial planner
Cfp boardJan 2012 - View certificate
Chartered financial consultant
The american college of financial servicesApr 2012 - View certificate
Retirement income certified professional
The american college of financial servicesJan 2014 - View certificate
Charted advisor for senior living
The american college of financial servicesFeb 2012 - View certificate
Accredited asset management specialist
College for financial planningJan 2012 - View certificate
Accredited wealth management advisor
College for financial planningMar 2012
Languages
- enEnglish
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