Innovative Financial Solutions, Inc.

357 Winslow Road, Bloomington, IN 47401

812.337.1999 - Main | 386.597.2856 - Florida office | 812.336.5542 - fax

Ian G. Essling, CFP®

Ian G. Essling, CFP®

Financial Advisor

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

Ian Essling is a graduate of the Kelley School of Business at Indiana University Bloomington. While at the Kelley School of Business, he 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  providing Estate conservation strategies, Investment Management Services, and Risk Management Strategies.

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

CIVIC ACTIVITIES

  • IU Foundation Wells House Society Advisory Board Member
  • Monroe County IU Alumni Association Board Member
  • IU Auditorium Circle of Friends
  • Young Professionals of Bloomington
  • Cardinal Stage Company Board of Directors

PROFESSIONAL ASSOCIATIONS

  • Society of Financial Service Professionals Board Member
  • Platinum Conference Qualifier
  • Young Professionals of Central Indiana Former Board Member
  • Society of Financial Service Professionals, Central Indiana Former President
  • Chairman's Conference Qualifier


Ian Essling Professional Bio

Ian Essling ADV Brochure

WRV ADV II


Contact Information:

INNOVATIVE FINANCIAL SOLUTIONS, INC.

357 East Winslow Road
Bloomington, IN 47401
  • Phone: 812.337.1999 - Main | 386.597.2856 - Florida
  • Fax: 812.336.5542

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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