Broker Check

Products & Services

Old National Investments wants to be your ultimate source for guidance. You and your Old National Investments Advisor will work together to make the most of your particular situation to develop your overall financial plan from our broad suite of products and services.

Through LPL Financial, We Offer Access To:

Investment Management

  • Stocks/Bonds/Mutual Funds/ETFs/CDs/Alternative Investments
  • IRAs: Traditional/Rollover/Roth/Nondeductible
  • Brokerage Accounts
  • Advisory Accounts
  • Retirement Plans for Businesses Including 401(k)/403(b)/SIMPLE IRAs/SEP IRAs
  • Annuities (Variable/Fixed/Indexed/Immediate)
  • 529 Plans

Account Consolidation:

  • If you have accounts in different places, we can work with you to determine whether consolidating them under one advisor is appropriate for your situation. You may benefit from the simplicity of receiving statements from one company and have one advisor monitor all your investments. 

Advice and Planning:

  • Overall Financial and Wealth Planning or Specialized Areas:
    • Retirement Planning o Income Planning (Including Social Security and Pension Planning)
    • Insurance Planning*
    • Estate Planning*
    • Liability Planning*
    • 401(k)/403(b)/Other Pension/Retirement Plan Guidance Investment Advice

*We offer advice in your overall financial plan in all areas. Even though we do not provide products in these areas (for example: Health Insurance, Wills, Trusts), we will identify potential areas of improvement and work with you to incorporate into your financial plan.

headingFontFamily: 'Playfair Display'