portrait of Karissa Mooney
FINANCIAL ADVISOR

Karissa Mooney

CFP®, AAMS™
1421 Union St, Lafayette, IN 47904opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • College Savings

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Bowling
  • Spending Time with Family
  • Community Outreach
  • Pets
  • Board Games

Team Members

  • April Ford
    Sr. Branch Office Administrator
  • Hannah Jennings
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(765) 429-5289

Fax

(888) 846-7349

Office Address

1421 Union St
Lafayette, IN 47904opens in a new window

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