Joanne
Broadwater
Independent Financial Representative
The Broadwater Group, LLC
33 N. Monroe St.
Williamsport, IN 47993
(765) 762-6780
Joanne.broadwater@cfdinvestments.com
A Personal Introduction
I am a graduate of Ball State University,
and have 18 years of social service experience including, Medicaid
Eligibility, and working with Special Needs adults. I concentrate my
financial practice in the areas of helping families with special
needs children or other dependents, retirement strategies, risk
management, and asset accumulation and protection.
I am a member of
the Lafayette Chapter of the National Association of Insurance and
Financial Advisors, the Association of Women Business Owners, the
Tippecanoe Talkers chapter of Toastmasters, as well as being very
involved in the Warren County Chamber of Commerce, Warren County
Community Foundation, Lafayette area Small Business Development
Center, Midland Meals of Lafayette, and the Attica Baseball/Softball
Association.
I currently live in
Attica, IN, I am married with two children. In my spare time I enjoy
being with my family, walking, reading and working outside.
I am currently a
Registered Representative with CFD Investments. I hold my Series 6 &
63 securities Licenses in the state of Indiana. I am also licensed
in Life and Health Insurance in the states of Indiana and Florida.
In addition, I hold my Indiana License for Long Term Care Insurance
and the Indiana Partnership Program.
Securities offered
through CFD Investments, Inc., a Registered Broker/Dealer * 2704 S.
Goyer Rd., Kokomo, IN 46902 * Phone (765) 453-9600 * Member FINRA/SIPC
* The Broadwater Group, LLC is not owned or controlled by the CFD
companies.
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Adviser not licensed in all States. Advisory
Services are Provided through Creative Financial Designs, Inc., a Registered Investment
Adviser, and Securities are Offered through cfd
Investments, Inc., a Registered Broker/Dealer, Member
FINRA/SIPC,
2704 South Goyer Road, Kokomo, IN 46904 765.453.9600.
Todd Financial Services is not owned or
controlled by the cfd companies
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