MutualFinancial welcomes Heath Simcoe as LPL Financial Advisor in Kosciusko and Elkhart counties!
Heath’s Series 7 and 66 registrations held through LPL Financial and Indiana State Life and Health Insurance licensing enables him to serve his clients while comprehensively pursuing their investment objectives—and that of their family and business. His competitiveness and passion for succeeding can contribute toward the well-being of those he serves as well as their future. Heath meets clients at Elkhart and Kosciusko County financial centers or at a client-proposed location. Heath originally hails from North Manchester, where he attended Manchester College and majored in secondary education.
Prefer online, automated investing? Check out our Guided Wealth Portfolios!
With our Guided Wealth Portfolios, you get a personal advisor, dedicated to you - AND - the latest online investment technology to help you pursue your investment goals.
*Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affliates. MutualBank and MutualFinancial Investment Services are not registered brokers/dealers and are not affiliated with LPL Financial.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Indiana, Michigan.