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