Clint Seefeldt Email & Phone Number
Certified Financial Planner @ Mosaic Wealth Advisors
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Clint Seefeldt Location
- Indianapolis, IN, US
Clint Seefeldt Work
- Certified Financial Planner @ (November 2025 - Present)
- Certified Financial Planner @ (November 2025 - Present)
- Investment Adviser Representative and Owner @ Provider Wealth Management (October 2020 - Present)
- Financial Planner @ (May 2024 - November 2025)
- Financial Planner @ (July 2021 - May 2024)
- Financial Advisor @ (November 2014 - December 2020)
- Investment Adviser Representative @ (May 2014 - October 2020)
- Financial Advisor @ (May 2019 - May 2020)
- Baseball Coach @ Lawrence North High School (August 2014 - August 2016)
- Baseball Coach @ Indiana Prospects (August 2014 - August 2015)
- Intern @ Eli Lilly and Company (May 2011 - August 2011)
Clint Seefeldt Education
- University of Indianapolis
Bachelor's degree (Entrepreneurship/Entrepreneurial Studies)
2009-2013
Clint Seefeldt Skills
- 401k
- 403 b
- SEP IRA
- Simple IRA
- Fixed Annuities
- Variable Annuities
- Asset Allocation
- Business Continuity Planning
- Business Overhead Expense
- Buy-sell Agreements
- Buy-Sell Review
- Charitable Giving
- Deferred Compensation
- Dental Insurance
- Disability Income Insurance
- Estate Planning
- Executive Benefit Strategies
- Financial Needs Analysis
- Income Protection
- Informal Business Valuation
- Traditional IRA
- Roth IRA
- Key Person Insurance
- Long-Term Care Insurance
- Mutual Funds
- Pension Plans
- Salary Continuation
- Series 6
- Series 63
- Split Dollar Plans
- Supplemental Retirement Income
- Survivor Income
- Tax-Deferred Savings
- Term Life Insurance
- Universal Life Insurance
- Wellness Programs
- Wealth Accumulation
- Whole Life Insurance
- Sports
- Sales
- Finance
- Microsoft Office
- Buy Sell Review
- Buy Sell Agreements
- Long Term Care Insurance
- Financial Reporting
- Tax Deferred Savings
- Deferred Compensation Plans
- Universal
- Sep and Simple Iras
- Iras Traditional and Roth
- Asset Allocation Analysis
- Brokerage Accounts
- Whole
- Executive Bonus Plans
- Life Insurance Term
- Financial Seminars
- Estate Planning Strategies
- College Funding
- 403b
- Wealth Accumulation Strategies
- IRAs
- Life Insurance
Clint Seefeldt Summary
- Clint Seefeldt, based in Indianapolis, IN, US, is currently a Certified Financial Planner at Mosaic Wealth Advisors. Clint Seefeldt brings experience from previous roles at Savvy Wealth, Provider Wealth Management, Commonwealth Financial Network and Lincoln Financial Group. Clint Seefeldt holds a 2009 - 2013 Bachelor's degree in Entrepreneurship/Entrepreneurial Studies @ University of Indianapolis. With a robust skill set that includes 401k, 403 b, SEP IRA, Simple IRA, Fixed Annuities and more. Clint Seefeldt has 1 emails and 1 mobile phone numbers on RocketReach.
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