Ian Essling, CFP®

Ian Essling, CFP®

Registered Representative
Investment Advisor Representative

Visit my web site!

Innovative Financial Solutions
357 E. Winslow Road
Bloomington, IN 47401

Phone: (812)337-1999 ext. 223
Fax: (812)336-5542
E-mail:

  • Leaders Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.
  • Million Dollar Round Table (MDRT) Member

 

Ian is a graduate of the Kelley School of Business at Indiana University Bloomington. While at the Kelley School of Business, Ian completed majors in Finance, Business Process Management and Operations Management.   

Ian concentrates his practice counseling pre-retirees and retirees who desire to plan their retirement years and pass wealth to their heirs or favorite charities.

Ian has experience working with Faculty and Administrators of Indiana University, Engineers and Business Owners. Ian is an Investment Advisor Representative of New England Securities providing Estate Planning, Investment Management Services, and Risk Management Strategies. 

Ian is active in the community and serves on the following boards:

  • Society of Financial Services Professionals - President, Central Indiana Chapter
  • IU Foundation Wells House Society Advisory Board
  • IU Alumni Association - Monroe County
  • Young Professionals of Central Indiana (former board member)

He is also involved with IU Auditorium - Circle of Friends, Young Professionals of Bloomington, a member of the Million Dollar Round Table and New England Financial Leaders Conference qualifier.

When not working with his clients, Ian enjoys running and golfing. 

 

View Ian's professional bio