Old National Investments

David W. Grossnickle

Financial Advisor

LPL Financial

david.grossnickle@onbinvestments.com

 

574-239-9017
574-239-9002 Fax

 

130 S Main St, Ste 100
South Bend, IN  46601

Service

:: Financial Planning
:: 401(k) Rollovers
:: Fee-Based Advisory Accounts
:: Fixed/Variable Annuities
:: Estate Planning
:: Pre and Post Retirement Planning
:: College Planning and Tax Efficient Funding
:: Investment Portfolio Analysis
:: Life Insurance and Long Term Care Planning
:: FREE Financial Consultation

Experience

Dave's finance degree and 26-plus years of experience in a variety of financial services roles set the groundwork for his role as a Financial Advisor. He also has the distinction of being an Accredited Asset Management Specialist. His work with bank customers has led him to a specialized focus on retirement and income planning. 

When he's not providing financial advice, Dave enjoys volunteering in support of the local community and spending time with his family and friends. He is a Member of the Michiana Estate Planning Council, teaches classes for Junior Achievement of Michana and volunteers for the St Vincent DePaul society. He and his wife, Chris, and their two children are active members in St Jude's Parrish in South Bend. In his spare time, Dave enjoys golfing and travel.

Education
:: Ball State University, Finance

Securities Registrations (held through LPL Financial)
:: Series 6, 7, 63, 65, registered in AZ, FL, IL, IN, MI, MN, WI

Life, Accident & Health Insurance License
:: Licensed in IN, MI, WI

Contact

Ready to get started on your financial goals? Contact Dave today at the number or email listed above or fill out and submit this form and he will follow up with you to discuss your investment needs. 

Please avoid entering sensitive private information, such as account or Social Security numbers.

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Old National Investments - Personal, Professional, Principled

Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor,
Member
FINRA/SIPC (www.FINRA.org) (www.sipc.org). Insurance Products offered through LPL Financial
or its licensed affiliates. Old National Bank and Old National Investments are not registered broker/dealers
and are not affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.