Jodi Engelstad is a registered investment advisor, based in Columbus, IN, with 25 years of industry experience.
Location
810 Brown St, Suite C, Columbus, IN, 47201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jodi is the owner and IAR of Concurrent Investment Advisors, working as a financial advisor. She also owns a rental property through Our Brides, LLC, and is involved with two independent insurance agencies and the Ivy Tech Foundation Board. Her work as a financial advisor is nearly full-time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Edward Jones
Edward JonesBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.