Everwise Investment Services
Ryan Yocum
Meet one of Everwise Investment Services' knowledgeable financial representatives.
57 Putnam Plaza
Greencastle, IN 46135
570 U.S. Highway 31 South
Crawfordsville, IN 47933
Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals.
We can start small and seek growth or evaluate and build upon your current financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in a more advantageous way. We'll review your situation periodically and make adjustments as needed. It just makes sense. As your life changes, so do your financial needs.
Prior to entering the financial industry in 2013, I proudly served 10 years in the U.S. Air Force. I have personally been a member of credit unions my entire life and enjoy serving the members of Everwise by:
- Giving people strategies and tools to help their money work hard for them
- Providing guidance and direction along the way to assist them in continuing to make smart financial decisions in their life
- Educating them on ways to effectively protect their assets during their life and best distribute remaining assets in a more tax-efficient way at death
Professional Qualifications
- Registered Representative of LPL Financial
- Check Ryan's background on FINRA's BrokerCheck
Professional Services
I have a strong history of working with credit union members, their family and their friends.
- Financial Planning
- Investment Management
- Personal Financial Assessments
- Tax-Advantaged Investment Planning
- Retirement Income Planning
- Wealth Management
- Portfolio Management
- Comprehensive Financial Guidance
- Retirement Planning
- Insurance Planning
Together we'll answer the tough questions to give you financial confidence:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with a retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- What would happen to your family financially if you died?
- How will you pay for long-term care?
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
Disclosure
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Everwise Investment Services and Everwise Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise Credit Union or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:
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Not insured by NCUA or Any Other Government Agency
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Not Credit Union Guaranteed
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Not Credit Union Deposits or Obligations
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May Lose Value
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Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.