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    Mr. Joshua D Zorger, CFP®

    Contact

    Fortitude Private Wealth
    http://www.fortitudeprivatewealth.com

    600 E Carmel Dr Ste 159
    Carmel, IN 46032-3055
    View on Map (317) 819-8550

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, DC, FL, IL, IN, OH, TX, & WV. Fortitude Private Wealth, Level Four Advisory Services, LLC and LPL Financial are separate entities.

    Year CFP® Certification Received: 2008
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Commission and Fee
    Minimum Investable Assets: $350,000
    Languages: English
    Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Investment Management, Retirement Planning, Social Security Planning

    Typical Client Profile

    Average Net Worth: $1,000,001 - $5,000,000
    Average Income: $100,001 - $250,000
    Average Age: 45-54, 55-64
    Profession: Not Applicable

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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