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Joe Nierman MBA, AIF®

Retirement Plan Specialist / Wealth Manager

Why I Go To Work Everyday?

Being a trusted advisor to individuals and businesses in my community is something I am truly passionate about. Educating clients to make informed decisions that ultimately help them pursue their financial goals is highly rewarding.

How Did I Get Here?

While taking a personal finance course in college I was introduced to the basic principles of investing and the laws of compound interest; which still blow my mind today. As a result, I set my sights on a profession in the finance industry and haven’t looked back. After earning a degree in finance from Marian University and an MBA from Anderson University I began to build my financial practice. In 2008 I began my career as a financial advisor.

Why I Care About This Industry?

The complexities involved in making wise financial decisions can be daunting. My colleagues and I have the ability to help our clients plan and navigate tricky financial waters. Being a part of guiding a business or personal client in their quest to achieve generational financial success is extremely rewarding. Equally rewarding is having a role in transforming communities and neighborhoods through administering sound financial advice.

Who I Really Am . . .

I’m a husband to my wife Sarah, a drummer to my bandmates, a foodie to chefs, and an advocate for my community. Sarah and I love to travel and spend time outdoors. We also share a passion for good food and good music. I serve as president of the board for Trusted Mentors and am also a member of the Board of Governors for the Byrum School of Business at Marian University.  

Check the background of investment professionals associated with this
site on FINRA’s BrokerCheck.

900 East 96th Street, Suite 325

Indianapolis, IN 46240

Contact Us Directly:

Phone: (317) 844-3256


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Securities are offered through LPL Financial.  Member FINRA/SIPC.  Investment advisory services offered through CSi Advisory Services a registered investment advisor. CSi Advisory Services and LPL Financial are separate non-affiliated entities. 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ, PA, MD. ME. VA, NC, CO, MS, IA, LA, WY, OR, AL, MO, GA, CA, TN.