Old National Investments

Steven C Upmeyer

Financial Advisor

LPL Financial

steven.upmeyer@onbinvestments.com

 

812-548-2014

 

529 Main St
Tell City, IN 47586

Service

:: 401(k) Rollovers
:: Fee-based Advisory Accounts
:: Pre and Post retirement planning
:: Tax Efficient College Funding
:: Investment Portfolio Analysis
:: Long Term Care
:: FREE Financial Consultation

Experience

With more than 23 years of experience providing financial advice, Steve helps his clients prepare for “the certainty of uncertainty” as it relates to their money. He starts with a simple, yet comprehensive plan, leading to less reactive investor behavior and a coordinated investment selection. In his free time, Steve likes to read, garden, and spend time with family and friends. He is active in the community, serving on the Boards of the Perry County Community Foundation, the Tell City Economic Development Committee, and the Lincoln Hills Development Corp. Along with other community members, he helped start a free, weekly meal for the underprivileged in Tell City/Perry County.

 

Education
:: Luther College, B.A. Education

 

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

 

Life, Accident & Health Insurance License
:: Licensed in IN, KY

Contact

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