Brian Moldt, CLU®
Brian Moldt, CLU®
Moldt Financial LLC
645 West Carmel Drive
Suite 110
Carmel, IN 46032
Phone: (317) 569-7617
Fax: (317) 740-3934
bmoldt@MoldtFinancial.com
www.MoldtFinancial.com
Experience
Started career Financial Services in 1984.
President of Moldt Financial LLC.
Education
Ball State University 1984
Business Focus
Firm specializes in Retirement Income strategies and Life Insurance solutions for Families and Business Owners. Moldt Financial helps clients experience financial confidence so they can focus on what matters the most to them.
Family
Brian is married to Sandy and has 2 wonderful children, Allison and Bayron.
Designations
Chartered Life Underwriter
Community Involvement: Chairperson - Riley Children's Hospital - Riley Society.
The objective of the Pinnacle Group is to achieve an even higher level of personal growth and professional development. We currently have eighteen members, all of whom are “Top of the Table” producers, “Court of the Table” producers, and/or seasoned financial planners, each with many years of experience. A prospective member is carefully screened before being invited to join the study group and each is considered a provisional for the first year.
Next Events
Longboat Key, FL
February 18-20, 2026
Chicago IL
August 19-21, 2026
Palm Coast FL
February 17-19, 2027