Brock Lloyd, Financial Advisor located in Valparaiso, IN

Financial Advisor
Brock Lloyd

MBA, CFP®, ChFC®, CRPC™
1251 Eastport Centre Drive, Ste150, Valparaiso, IN 46383opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Animal Rescue
  • Golfing
  • Baseball
  • Pickleball

Team Members

  • Marianne Kalinke
    Sr. Branch Office Administrator
  • Brenda Cromwell
    Branch Office Administrator
  • Gabrielle Gomez
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(219) 465-6390

Fax

(855) 628-7023

Office Address

1251 Eastport Centre Drive
Ste150
Valparaiso, IN 46383opens in a new window

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