Ameriprise Financial

Patron Sponsors, Corporate Sponsors and Professional Affiliate Sponsors

The FPA of Greater Indiana would like to thank the following sponsors. For more information about our sponsors, please visit our sponsor's website.

If you would like to learn more about becoming a Patron Sponsor, Corporate Sponsor or a Professional Affiliate Sponsor for the FPA of Greater Indiana, please click here to download our Sponsor Benefit Summary.

Patron Sponsors


Bingham McHale


Central Indiana Community Foundation

  • CICF serves as your trusted philanthropic advisor, helping you facilitate all forms of charitable giving and adding value to your clients' relationships. CICF is your "one stop shop" for information and expertise on meaningful ways to invest and distribute charitable contributions.
  • Contact: Rob MacPherson
  • robm@cicf.org
  • 317.634.2423
  • www.cicf.org


The Coverdale Team

  • A full service mortgage broker offering competent, professional, and responsive client care in all aspects of the mortgage process including: Mortgage Lending, Referrals, Rate Monitoring, Annual Check-in, and Call Reminders. Our goal is to empower our clients with the information needed to succeed in their financial objectives for home ownership. Delivering an unsurpassed level of personal service is our mission.
  • Contact: Lynne Coverdale, MBA
  • lynne@covermtg.com
  • 317.896.8771
  • www.covermtg.com
Corporate Sponsors

American Funds

  • American Funds is a family of 29 mutual funds with a wide range of investment objectives and a unique approach to investment management.
  • Contact: Dan Shore
  • dnls@capgroup.com
  • 877.421.7019
  • www.americanfunds.com

Ameriprise Financial

  • Ameriprise Financial has more than 110 years of history helping clients plan for retirement. We have more than 2.8 million individual, business and institutional clients, and more than $446 billion in owned, managed and administered assets as of Dec. 31, 2006.

    We offer and distribute a broad array of investment and insurance protection products and services that help our clients stay on track toward their financial goals and dreams. Our comprehensive and personalized financial planning approach is built on a long-term relationship with one of our more than 10,000 knowledgeable advisors who help clients prepare for the future.
  • Contact: Joe Mitchell
  • joseph.e.mitchell@ampf.com
  • 317-853-1100 x 311
  • www.ameriprise.com
  • Address: 9200 Keystone Crossing, Suite 200; Indianapolis, IN 46240

Barnes and Thornburg

  • Barnes and Thornburg LLP's tax lawyers represent individuals in their estate-tax planning whether the estate is modestly sized or involves a high-net worth executive or business owner. Our estate planners involve lawyers from other departments and practice groups, as required, to meet the clients needs. The firms large compliment of estate planners across our seven offices gives us the resources to handle transactions on an expediate basis.
  • Contact: Kris Fruehwald
  • krisfruehwald@BTLaw.com
  • 317.231.7245
  • www.btlaw.com

Charles Schwab Advisor Services

  • Since 1987, Schwab has supported independent investment advisors by offering support and services to help advisors grow their businesses and help their clients reach their financial goals. As of June 30, 2009, client assets custodied with Schwab Advisor Services stood at $505 billion. These assets, managed by over 6,000 independent advisor firms Schwab currently serves, represent approximately one-third of total client assets custodied with The Charles Schwab Corporation. Schwab Advisor Services (formerly Schwab Institutional) is a business segment of The Charles Schwab Corporation and is a leading provider of custodial, operational and trading support for independent investment advisors.
  • Contact: Aja Nixon
  • aja.nixon@schwab.com
  • 513-361-8603
  • www.schwabadvisorcenter.com/public

Fund Evaluation Group LLC
Bridging Advisors with Institutional Solutions

  • For over 20 years, Fund Evaluation Group has helped institutions develop sophisticated, globally diverse portfolios designed to enhance investment returns. Now financial advisors can leverage our investment team to offer clients an institutional quality total portfolio management solution. Key offerings include:
    • Managed Portfolios
    • Alternative Investments
  • Contact: William Goslee
  • wgoslee@feg.com
  • 513-719-5074
  • www.feg.com

Jackson National Life Insurance

  • Jackson National Life Insurance Company® offers an array of products designed to help you plan for your retirement and protect your loved ones. We maintain a firm commitment to corporate integrity, superior products, and outstanding service. Whatever your financial goals, we're here to help you pursue them.

    Jackson℠....Bold in Vision. Built on Tradition. Powered by Innovation
  • Contact: Christian Von Allmen
  • christian.vonallmen@jnli.com
  • 317-417-6924
  • Contact: Scott Herkert
  • scott.herkert@jnli.com
  • 765-520-8637
  • Contact: James Gorman
  • james.gorman@jnli.com
  • 800-711-5653 ext. 52730
  • www.jnl.com

Morningstar, Inc.

  • Morningstar Office is our complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the core aspects of an advisor's practice. It features robust portfolio management and performance reporting, advanced research capabilities, sophisticated investment planning, and intuitive customer relationship management (CRM) tools for batch reporting and secure communications using the Client Web Portal.
  • Contact: John Connelly
  • john.connelly@morningstar.com
  • 513-206-5228
  • http://global.morningstar.com/office

Pacific Life Annuities & Mutual Funds

Professional Affiliate Sponsors

Ash Brokerage

John Hancock Financial

Primary Residential Mortgage, Inc.

  • Our Mission is to assist Advisors and their clients in creating and preserving wealth from the liability side of the balance sheet. We help individuals and families identify opportunities to increase liquidity, cash flow, wealth and the safety of their real estate asset. We do this through the integration of their mortgage into their overall short and long-term investment and financial plans.
  • Contact: Brian Reno
  • breno@primeres.com
  • 317.238.3972 ext. 705
  • www.primeres.com

Principal Financial Group

  • Many people recognize the Principal Financial Group® as one of the retirement services leaders and we’re proud of the success we’ve had in building our retirement plan business over the past 65 years. Being one of the retirement plan industry leaders is one of our three core strengths. What some may not be as familiar with are two additional core strengths that go hand-in-hand. To truly be a retirement services leader, we believe you must also be a global investment manager and provide extensive asset allocation flexibility.

    Retirement Leadership Retirement plan services are our core business. We’re a total retirement services leader, offering Defined Benefit (DB), Defined Contribution (DC), Employee Stock Ownership Plan (ESOP), Nonqualified (NQ) plans, not-for-profit, as well as bundled and unbundled arrangements.

    Global Investment Manager As a global investment manager, Principal Global Investors delivers management through our institutional approach known for managing money for retirement plans and individual investors.

    Asset Allocation Flexibility Finally, our third core strength is flexible asset allocation choices. We deliver choices among the most comprehensive in the industry - designed for retirement plans and individual investors.

  • Contact: Stan Barker
  • barker.stan@principal.com
  • 414-232-5318
  • www.principal.com
  • Contact: Brian Peterson
  • peterson.brian@principalfunds.com
  • 317-410-7222
  • www.principalfunds.com

Reverse Mortgage Specialists

  • Ron and Leeann have 30 plus years in the mortgage industry and can answer any questions regarding reverse mortgages and how they can assist your clients. A reverse mortgage can pay income that in most cases is tax free (check with a tax advisor) because the income is based on the equity of the home. There are no payments due as long as the home remains the primary residence. The title to the home stays in the clients name - they retain ownership. We are not suggesting that a client receive this income for investments however a reverse mortgage can help a senior keep their current investments in place. This is not a loan that has traditional underwriting so in some cases with enough equity, this loan can take place even if a client is in foreclosure - this is determined on a case by case basis.
    Please call for our free DVD that will further explain this program.
  • Contact: Leeann Kearley
  • 317.529.9399
  • Ron Bartley
  • 317.209.8139

TD AMERITRADE Institutional

  • TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their firms more efficiently and effectively, while optimizing their time with clients.
  • Contact: Mark Josefczyk
  • mark.josefczyk@tdameritrade.com
  • 513-792-2237
  • www.tdainstitutional.com

Trust Legacy, LLC

  • Trust Legacy provides searches for Advisor's client's Trust needs. Trust Legacy reviews the needs of the client and the provisions of the Trust document prior to suggesting Advisor friendly Trust companies who can fulfill the needs of the client. Since Trust Legacy is compensated by a revenue share with the Trustee there is no charge to the Advisor or client for Trust Legacy services.
  • Contact: Charlie Mosbrucker
  • cmosbrucker@thetrustlegacy.com
  • 317.288.0442

Upromise Investments, Inc.

  • Upromise Investments, Inc. is a leading administrator of 529 college savings plans. We believe that every family should have the opportunity to save for college. That’s the mission of Upromise Investments – and the aim of every program we implement, every technological innovation that we introduce, and every employee throughout the company.
  • Contact: Derek DeLorenzo
  • ddelorenzo@upromise.com
  • 617-454-6772
  • www.collegechoiceadvisors529.com

Wealth Preservation Strategies- Long Term Care Sales & Consulting

  • You are your clients best partner in helping them accumulate assets but are your clients protected from the high costs of extended custodial care? Whether its coming up at annual reviews or your clients are asking, long term care insurance is quickly becoming an area of concern for them as they think "retirement" planning. Do you know the difference between most group plans, partnership plans and traditional options? How does asset-based LTC fit into the picture? No matter what your LTC question, noted author Julie Hurst and her team can work with you & your clients to get the appropriate plan in place to protect your clients' family and their retirement assets. Don't worry about keeping up-to-date on rates and new plans allow your clients expert consultation. Endorsed with many groups, including the Indiana Members Credit Union. Individual, Groups & Executive Carve-out Long Term Care Insurance Protection.
  • Contact: Julie Hurst
  • Juliehurst.ltc@gmail.com
  • 317-696-3050
  • www.WPSadvisor.com

2010 Events

  • 2010 Board Meeting Schedule
  •   21 May 8:30 am Conference Call
  •   18 June 8:30 am Assoc. Offices
  •   16 July 8:30 am Conference Call
  •   20 August 8:30 am Conference Call
  •   17 September 8:30 am Assoc. Offices
  •   15 October 8:30 am Conference Call
  •   12 November 8:30 am Conference Call
Copyright 2010. The Financial Planning Association. All Rights Reserved.