Curtis Trainer, Financial Advisor located in Kokomo, IN

Financial Advisor
Curtis L Trainer

CEPA®
1958 W Boulevard, Kokomo, IN 46902opens in a new window
Serving clients with $500,000
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Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Community Outreach
  • Vintage Cars
  • Auto Racing
  • Golfing
  • Basketball

Team Members

  • Jamilee Chapman
    Registered Branch Associate
  • Trudy Banush
    Sr. Branch Office Administrator
  • Alysha Jones
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(765) 456-3921

Fax

(888) 886-3597

Office Address

1958 W Boulevard
Kokomo, IN 46902opens in a new window

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