Clinton James Seefeldt,  CFP<sup>&reg;</sup> - Financial Advisor

Clinton James Seefeldt, CFP®

Financial Planner

Commonwealth Financial Network

580 East Carmel Drive, Suite 208
Carmel, IN 46032
FINANCIAL ADVISOR'S WEBSITE
(317) 695-3960

General

Clinton Seefeldt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Commonwealth Financial Network in Carmel, IN and the surrounding communities.

Financial Advisor Overview

www.providerwealthmanagement.com

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Commonwealth Financial Network®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources