Westpoint Financial Group
Our mission at WestPoint Financial Group is simple. We are dedicated to educating our clients to help them fulfill their financial goals. We offer relevant experience, personalized attention, and outstanding resources. Our financial and insurance associates listen intently, recommend thoughtfully, and care genuinely- about you, your family and your business. Our associates are highly competent professionals, respected for their precise expertise, product knowledge and commitment to professional growth. Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business conduct. WestPoint currently serves more than clients through our network of financial professionals across the Midwest. The firm consists of over 500 associates and staff located throughout Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky. Our core office locations are in the following areas: Chicago, IL Downers Grove, IL Peoria, IL Cincinnati, OH Columbus, OH Fort Wayne, IN Indianapolis, IN Merrillville, IN Lexington, KY Louisville, KY Madison, WI Milwaukee, WI Visit us at
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Verified contacts
200
available on Kipplo
LinkedIn employees
423
201 to 500 range
Open roles
—
no listings
Distinct roles
127
indexed titles
Tech stack
1
tools in use
Monthly traffic
2.8K
organic / mo
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- PB
Paul Brokenshire
Financial Planner and Advisor · Finance & Accounting
EmailPhone - CS
Carrie Serocki
Director of Technology & Practice Development · Other
EmailPhone - CM
Colie Masur
Director of Training and Development · Human Resources
EmailPhone - JT
Jessica Teagardin
Director of New Business · Sales & Business Development
EmailPhone - MM
Matt Milburn
Financial Advisor & Partner · Finance & Accounting
EmailPhone - OM
Oscar M. Blanco
Brokerage Director · General Business & Management
EmailPhone - ME
Mark E. Wilson
Business Development- Financial Advisor to Small Businesses · Finance & Accounting
EmailPhone - AG
Alex Glancy
Registered Client Relationship Manager · Customer/Client Service
EmailPhone - DK
David Kennedy
Operations Manager · Operations
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Westpoint Financial Group
127 distinct titles indexed · top 10 shown.
- 62financial services professional
- 55financial advisor
- 16wealth management advisor
- 13financial services representative
- 12partner
- 9financial planner
- 5executive assistant
- 5financial professional
- 5registered representative
- 4administrative assistant
- +117more titles
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