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Submitted URL: https://cfigadvisors.com/
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Submission: On October 16 via api from US — Scanned from DE
Effective URL: https://www.cfigadvisors.com/
Submission: On October 16 via api from US — Scanned from DE
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Skip to main content menu * Home * About * About Us * Our Team * Our Process * Our Philosophy * Who We Serve * Careers * Services * Financial Planning * Retirement Planning * Investment Planning * Estate Planning * Business Owners * Resources * Featured Links * Financial Calculators * Blog * Contact * LPL Account View Previous Slide◀︎ Next Slide▶︎ * HERE FOR YOUR NOW • HERE FOR YOUR FUTURE LEARN MORE * HERE FOR YOUR NOW • HERE FOR YOUR FUTURE LEARN MORE * HERE FOR YOUR NOW • HERE FOR YOUR FUTURE LEARN MORE * HERE FOR YOUR NOW • HERE FOR YOUR FUTURE LEARN MORE * HERE FOR YOUR NOW • HERE FOR YOUR FUTURE LEARN MORE ABOUT US Community First Investment Group located at Community First Bank of Indiana, has provided wealth management services to individuals, professionals and small businesses since 2007. We transitioned to LPL Financial LLC, the nation’s largest independent broker-dealer, and Bankers’ Bank Financial Services Network, in January of 2019. Larry Rolland, Bart Irwin, Nate Hasto and Karen Munsey, our investment team, have over fifty years of combined experience and bring knowledge, guidance, and compassion to every client interaction. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and aim to provide you with only the highest quality information, services, and products to help you pursue your financial goals. Beyond helping our clients reach their financial goals, we are proud members of our community and serve on various boards and volunteer at various community activities throughout the year. Read More... TEAM LARRY ROLLAND, CFP® LPL Financial Advisor 765-456-4341 larry.rolland@lpl.com Larry Rolland is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and currently carries Series 7, Series 66, Series 24 licenses with LPL Financial, as well as... NATE HASTO, CPFA® LPL Financial Advisor 317-399-7504 nate.hasto@lpl.com Nate Hasto, is a Certified Plan Fiduciary Advisor, CPFA® and carries his Series 6, 7, 26 ,63, 65 licenses with LPL Financial, as well as Indiana Life... KAREN MUNSEY Program Manager 765-456-4340 karen.munsey@lpl.com Karen Munsey currently carries Series 7, Series 66 licenses, held with LPL Financial, as well as Indiana Life and Health Insurance license. Karen has... HOW CAN WE HELP? Find out how we can help you pursue your financial goals. Contact Us Now BLOGS HOW TO REPROGRAM & IMPROVE YOUR MONEY MINDSET Oct 3, 2024 Categories Finance Investments Savings What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s... Read More 7 MILESTONES AT AGE 50 & ABOVE Sep 19, 2024 Categories Retirement Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s... Read More 4 PERVASIVE MYTHS ABOUT INFLATION Sep 4, 2024 Categories Investments Finance 4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like... Read More CLIENT LOGINS Allianz Life American Funds CollegeChoice Advisor 529 Savings Plan Franklin Templeton Investments Jackson National Nationwide CONTACT Phone: 765-456-4343 Fax: [company_profile:node:field_company_fax:value] larry.rolland@lpl.com cfigadvisors@lpl.com nate.hasto@lpl.com Get in touch › KOKOMO LOCATION 100 N Washington St., Suite A Kokomo IN 46901 WESTFIELD LOCATION 707 East State Road 32 Westfield, IN 46074 Community First Bank of Indiana provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Community First Bank of Indiana for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html LPL Financial Form CRS The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CO, FL, IN, MI, MN, NC, NY, SC, TN, TX, VA, WI. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community First Bank and Community First Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community First Investment Group, and may also be employees of Community First Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community First Bank or Community First Investment Group. Securities and insurance offered through LPL or its affiliates are: Not FDIC Insured by FDIC or any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value © 2024 Community First Investment Group All rights reserved.