Old National Investments

John Poage, CPA

Financial Advisor

LPL Financial

john.poage@onbinvestments.com

 

T: 812-330-2630 or 800-264-6621
F: 812-330-2602

 

210 E Kirkwood Ave
Bloomington, IN 47408

Service

Financial Planning
:: Estate and Wealth Transfer
:: Asset Management
:: Retirement Planning (through LPL Financial)
:: Education Funding
:: Long Term Care Funding
:: Small Business Planning
:: Tax Planning

Investing Services
:: Qualified Retirement Plans, Traditional IRAs and Roth IRAs, including Conversions, Rollovers and Transfers
:: Wealth Management
:: Mutual Funds, Fixed and Variable Annuities
:: Unit Investment Trusts (UITs)
:: Exchange Traded Funds (ETFs)
:: Alternative Investments
:: Brokered CDs
:: Corporate and Municipal Bonds

Insurance Planning
:: Life Insurance
:: Disability Insurance
:: Health Insurance
:: Long Term Care Insurance

Experience

As an LPL financial advisor, John works to help clients pursue their financial goals by assisting them in making informed decisions about investment and insurance needs. He can provide a variety of products and services for retirement, education, estate planning and other investment goals.  

John is a CPA and earned his bachelors degree in accounting from Indiana University. He has more than 15 years of experience as a financial professional and has worked as a CFO, SEC accountant, small business owner, financial representative and financial director. He has earned his FINRA Series 7 and 66 licenses as well as life and health insurance licenses in Indiana, Louisiana, Missouri, New York, Pennsylvania and Wisconsin

When he's not providing financial advice, John enjoys volunteering and spending time with his wife and two children. He is an active community volunteer and serves as a youth leader at Faith Lutheran Church and is the treasurer for Bloomington Developmental Learning Center. He is also a volunteer for the Boy Scouts of America and Habitat for Humanity.

Education
:: Indiana University, B.A. Accounting
:: Certified Public Accountant

Securities Registrations (held through LPL Financial)
:: Series 7, 66

Life, Accident & Health Insurance License
:: Licensed in IN, LA, MO, NY, PA, WI 

Contact

Ready to get started on your financial goals? Contact John 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.