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Casey Marx

President/CEO, Independent

Indianapolis, IN

My profile was last updated on 08/18/2022


  • Estate Planning, Investing & Financial Planning, Retirement Planning, Social Security and Healthcare, Wealth Management

Languages Spoken

  • English

Minimum Assets Required

  • $0 - $99,999

Designations Held

  • Retirement Income Certified Professional® (RICP®) 2018
How I'm Paid

Commission Only

The advisor makes a commission on selling financial products such as insurance or securities. There are no direct costs to clients.

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