900 East 96th Street, Suite 325

Indianapolis, IN 46240

Contact Us Directly:

Phone: (317) 844-3256

Email: info@csiadvisoryservices.com

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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.

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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.  

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site on FINRA’s BrokerCheck.