Jon-Michael Plennert Email & Phone Number
Investment Advisor @ Indiana Trust Wealth Management
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Jon-Michael Plennert Location
- Mishawaka, IN, US
Jon-Michael Plennert Work
- Investment Advisor @ (August 2014 - Present)
- Financial Advisor @ (August 2013 - August 2014)
- Fund Accountant @ (May 2011 - August 2013)
- Premium Financial Representative @ (June 2007 - April 2011)
Jon-Michael Plennert Education
- Miami University
Bachelor of Science in Business (Finance)
2003-2007
Jon-Michael Plennert Skills
- Bonds
- Certified Financial Planner
- Finance
- Interest Rate Swaps
- Investments
- Microsoft Excel
- Mutual Funds
- Options
- Options Strategies
- Securities
- Stock Market
- Stock Research
- Stock Trading
- Stocks
- Trading
- Trading Systems
- Fixed Annuities
- Derivatives
- Bloomberg
- Variable Annuities
- Excel
- Fund Accounting
- Equity Indexed Annuities
- Financial Services
- Licensed Life And Health Insurance Agent
- Services
- Series 7
Jon-Michael Plennert Summary
- Jon-Michael Plennert, based in Mishawaka, IN, US, is currently a Investment Advisor at Indiana Trust Wealth Management. Jon-Michael Plennert brings experience from previous roles at The Financial Resource Group, Northern Trust and Fidelity Investments. Jon-Michael Plennert holds a 2003 - 2007 Bachelor of Science in Business in Finance @ Miami University. With a robust skill set that includes Bonds, Certified Financial Planner, Finance, Interest Rate Swaps, Investments and more. Jon-Michael Plennert has 2 emails and 1 mobile phone numbers on RocketReach.
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Jon-Michael Plennert
Investment Advisor
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Top Indiana Trust Wealth Management Employees
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Barb Fox
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Karen Nevorski
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Cheron Merten
Vice President, Director of Compliance
Granger, IN, US
Edward Huffman
Vice President and Senior Trust Officer
Muncie, IN, US
Jon-Michael Plennert
Investment Advisor
Mishawaka, IN, US
Victoria Lamprakes
Senior Fiduciary Tax Manager
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Robert Rountree
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Granger, IN, US
Naomi Hall
Director, Retirement Plan Services
Mishawaka, IN, US
Kathy Clark
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Susan Cybulski
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La Porte, IN, US
Jennifer Sailor
CFOO
Mishawaka, IN, US
Noelle Leszczynski
Trust Administrative Associate
Granger, IN, US
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