CSI Advisory Services Employee Directory

CSI Advisory Services corporate office is located in 900 E 96th St Ste 325, Indianapolis, Indiana, 46240, United States and has 11-50 employees.

csi advisory services llc

csi advisory services

csi advisory services llc

Employees by Department

Departments

Number of employees

Finance

Human Resources

Sales

Information Technology

Key Employees of CSI Advisory Services

KD
Kelli Davis
Vice President, Retirement Plan Consulting
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CSI Advisory Services Global Presence

Location	People at location
North America	1-10

Index of contact profiles from CSI Advisory Services

Hundreds of professionals searching for CSI Advisory Services have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

EM
Erinn Metzger
Email Direct
Director, Operations & Relationship Management
United States , Indiana , Indianapolis

KW
Kimberly Wakeman
Email Direct
Client Relations Professional
United States , Indiana , Indianapolis

KD
Kelli Davis
Email Direct
Vice President, Retirement Plan Consulting
United States , Indiana , Indianapolis

JN
Joseph Nierman
Email Direct
Retirement Plan Specialist & Manager, Wealth
United States , Indiana , Indianapolis

VM
Veronika Miller
Email Direct
Retirement Plan Administrator
United States , Indiana , Indianapolis

GB
Grant Buntin
Email Direct
Education Consultant and Wealth Advisor
United States , Indiana , Indianapolis

DN
David Nichols
Email Direct
Senior Retirement Plan Administrator (Tpa)
United States , Indiana , Indianapolis

JM
Jacob Melvin
Email Direct
Education Consultant and Wealth Advisor
United States , Indiana , Indianapolis

GB
Grantham Buntin
Email Direct
Retirement Plan Education Consultant and Wealth Advisor
United States , Indiana , Indianapolis

JW
Jessica Williams
Email Direct
Client Relations Professional
United States , Indiana , Indianapolis

AW
Ann Wakeman
Email Direct
Client Relations Professional
United States , Indiana , Indianapolis

Former Employees at CSI Advisory Services

Explore people who held key positions, contributed to CSI Advisory Services's success, and advanced their careers.

Taylor Fisher

Manager, Finance at Topo

Worked as Consulting Intern

at CSI Advisory Services (2020-2020)

Direct

Joe Van Deusen

Owner, General Partner at Urban Air Adventure Pa...

Worked as Retrement Plan Specialist and Wealth Advisor

at CSI Advisory Services (2017-2018)

Direct

Bri Ikerd

Adjunct Professor of E... at Marian University

Worked as Wealth Management Advisor

at CSI Advisory Services (2020-2026)

Direct

Mask Content

Financial Advisor at Valeo Financial Adviso...

Worked as Consultant Intern

at CSI Advisory Services (2021-2021)

Direct

Mask Content

Retirement Sales Speci... at Principal Financial

Worked as Consulting Intern

at CSI Advisory Services (2022-2022)

Direct

Mask Content

Service Associate & Ad... at Hub

Worked as Client Service Assoicate

at CSI Advisory Services (2026-2026)

Direct

Explore More

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Frequently Asked Questions Regarding CSI Advisory Services Employees

How many employees does CSI Advisory Services have?

CSI Advisory Services has 11-50 employees

Who are CSI Advisory Services key employees?

Some of CSI Advisory Services key employees are Kelli Davis

Where is CSI Advisory Services located?

CSI Advisory Services’s headquarters are located at 900 E 96th St Ste 325, Indianapolis, Indiana, 46240, United States

How do I contact CSI Advisory Services?

CSI Advisory Services Contact Info: Phone number: (317) 844-3256 Website: www.csiadvisoryservices.com

What does CSI Advisory Services do?

CSi Advisory Services specializes in retirement plan consulting, fiduciary oversight, financial wellness, and private wealth management services. They cater to a diverse clientele, including family-owned businesses, hospitals, and schools, helping organizations and their employees achieve successful retirement outcomes. The company emphasizes perso... Read More

Is CSI Advisory Services a public company?

CSI Advisory Services is private company therefore does not currently have an official ticker symbol

See more information about CSI Advisory Services Employees