Christopher N. Harmon, CLU®, ChFC®, CASL®

Christopher N. Harmon, CLU®, ChFC®, CASL®

Senior Advisor

Primary Office: Indiana
Phone:(812) 337-1999, ext. 245
Fax:(812) 336-5542

Chris started his career in the financial services industry in 1991. His primary clients are pre-retirees/retirees, educators, professionals, and business owners. Chris’s mission is to assist businesses, families, and individuals in planning for their financial success. He has a genuine interest in helping his clients achieve financial independence through comprehensive financial strategies and programs. He works with a dedicated team of highly trained professionals to tailor your strategy. Chris has built a clientele on long-term relationships and personal recommendations. Areas of focus include comprehensive investment strategies, retirement plan distribution strategies, risk management, and small business planning.

Chris is a 1991 graduate of Alma College, where he earned a BA in business.  He was inducted into the Alma College Hall of Fame in 2023 as a member of the 1988 MIAA Co-champion Football Team. He has also earned his Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Chartered Advisor for Senior Living (CASL®) designations from The American College.

Chris is active in the community and is a member of several organizations, including past president of Society of Financial Services Professionals, Central Indiana Chapter; Hoosier Hills Estate Planning Council; past member of the Board of Directors for Cardinal Stage Company; and is a Keystone of Heritage Society member with the Bloomington Hospital Foundation.

He holds his FINRA Series 7, 24, 63, and 65 securities registrations and holds life, health, and long-term care insurance licenses.