Charles Bock, Financial Advisor

Financial Advisor
Charles Bock

CFP®, ChFC®, WMCP®, CLU®, AAMS®, CRPC™, AWMA®, SE-AWMA®, CRPS™
1301 S Baldwin Ave Suite 106, Marion, IN 46953opens in a new window
Referrals Only
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Values and Faith Based Investing
  • Estate & Legacy Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • WMCP®

    Wealth Management Certified Professional®

  • CLU®

    Chartered Life Underwriter®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • AWMA®

    Accredited Wealth Management Advisor™

  • SE-AWMA®

    Sports and Entertainment Accredited Wealth Management Advisor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Coaching Sports
  • Spending Time with Family
  • Personal Fitness
  • Community Outreach
  • Football

Team Members

  • Emily Shafer
    Branch Office Administrator
    FPQP®
  • Sabrina Wilds
    Associate Financial Advisor
  • Karen Turner
    Sr. Branch Office Administrator
  • Cyrus Myers
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 05:00PM
Tue 07:00AM - 05:00PM
Wed 07:00AM - 05:00PM
Thu 07:00AM - 05:00PM
Fri 07:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(765) 224-0936

Fax

(877) 904-6664

Office Address

1301 S Baldwin Ave Suite 106
Marion, IN 46953opens in a new window

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