Kevin Ward

Principal at Park and Elm Investment Advisers LLC
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Contact Information
us****@****om
(386) 825-5501
Location
IN

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Credentials

  • Series 65 examination for investment advisors representatives
    FINRA

Experience

  • Park and Elm Investment Advisers LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Principal
      • Jun 2016 - Present

      Learn more at: www.park-elm.com Specialties: Investment Management for Individuals, Businesses, and Charities, Retirement Planning, Financial Planning, Business Succession Planning, Risk Management Learn more at: www.park-elm.com Specialties: Investment Management for Individuals, Businesses, and Charities, Retirement Planning, Financial Planning, Business Succession Planning, Risk Management

  • Park and Elm Insurance Services, LLC
    • Principal
      • Jun 2016 - Present

      Affiliated company of Park + Elm Investment Advisers. Specialties: Life Insurance Planning, Employee Benefits, Disability Insurance, Long-Term Care Insurance Affiliated company of Park + Elm Investment Advisers. Specialties: Life Insurance Planning, Employee Benefits, Disability Insurance, Long-Term Care Insurance

  • Aflac
    • Insurance
    • 1 - 100 Employee
    • Employee Benefit and Risk Management Consultant
      • Jun 1999 - Jun 2016

Education

  • Butler University
    Finance
    1995 - 1999

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