About CSi Advisory Services 

Since 1971, we have experienced how planning for retirement has changed. It has transitioned from pension plans to employee funded 401(k), 403(b) and other defined contribution plans. 

Yet, one aspect remains - the dream of retirement.  We work with our clients to discover the action steps that they can take to help their employees create successful retirement plan outcomes.

 

Our Professional Team

Kristi Baker

Managing Partner

Erinn Metzger

Relationship Manager

Bri Ikerd

Employee Engagement Coordinator

Kelli Davis

Vice President of Retirement Plan Consulting

Joe Nierman

Retirement Plan Specialist / Wealth Manager

Kimberly Wakeman

Client Relations Professional

Joshua Garmon

Client Relations Professional

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Maeve Wangler

Marketing & Client Relations Professional

Cosmo Gould

Chief Compliance Officer

Jason Jeskey

ERISA Attorney

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.