Jeremy Sickles is a CFP-designated registered investment advisor, based in Jeffersonville, IN, with 20 years of industry experience.
Location
112 E 12th Street, Jeffersonville, IN, 47130
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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
Jeremy teaches adult financial education courses with Financial Educators Network for a few hours per week. He also offers securities, life insurance, long-term care insurance, and disability insurance through Lifetime Wealth Strategies, and is becoming an instructor for the CFP certificate course at the College for Financial Planning at Kaplan, dedicating about a quarter of his time. Jeremy is also a board member at Covenant Life Church, dedicating minimal time, and owns Lifetime Wealth Strategies DBA, dedicating nearly full-time hours.
Employment History
Current Registrations
Ifp Securities, LLC
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations9 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.