Old National Investments

Marc D. Fishman, VP

Financial Advisor

LPL Financial

marc.fishman@onbinvestments.com

 

Office  812-349-5995
Fax  812-349-5971


2801 Buick Cadillac Blvd
Bloomington, IN 47401

Service

:: Small Business Retirement Plans
:: 401(K) Rollovers
:: Fixed & Variable Annuities
:: Pre & Post Retirement Planning
:: College/Educational Fund Planning
:: Asset Allocation & Portfolio Analysis
:: Tax Efficient Investments

Experience

Marc has 19 experience as a financial advisor, helping customers to address their financial goals and objectives. His specialty is assisting individuals, families and businesses to create and grow wealth, protect and preserve wealth and to plan for tax efficient wealth distribution during life and upon death. Marc and his wife, Joni, reside in rural Monroe county Indiana where he enjoys spending time with his family, cycling and other outdoor activities. He is a volunteer for the Bloomington Hospital Foundation and other Monroe County Community foundation entities.

Education
:: Indiana University, B.S. Finance, Economics

Securities Registrations (held through LPL Financial)
:: Series 7, 63, 66

Life, Accident & Health Insurance License
:: Licensed in Indiana 

Contact

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