Brian Moldt, CLU®

Brian Moldt, CLU®

Moldt Financial LLC
11711 N. Meridian St
Suite 350
Carmel IN 46032

Phone: 317-569-7617
Fax: 317-569-7601
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

Link to Events
  • Omaha, NB

    February 21-23, 2019