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portrait of Charles Bock
FINANCIAL ADVISOR

Charles Bock

ChFC®, WMCP®, CLU®, AAMS™, CRPC™, AWMA™, SE-AWMA™, CRPS™
1301 S Baldwin Ave Suite 106, Marion, IN 46953opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Charles

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can help families in my community personally, professionally and financially. I graduated from Wabash College with a bachelor's degree in financial economics. I was a student-athlete, a vice president of the Newman Catholic Center and a treasurer of my fraternal organization, Beta Theta Pi.

In my free time, you can find me coaching youth sports, helping in youth ministry organizations or volunteering with members of the Knights of Columbus.

I enjoy working with business owners and...

Focus Areas

  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings

Work History

  • Edward JonesJune 2023 to Current
  • Wabash CollegeAugust 2022 to December 2022

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • WMCP®

    Wealth Management Certified Professional®

  • CLU®

    Chartered Life Underwriter®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • AWMA™

    Accredited Wealth Management Advisor™

  • SE-AWMA™

    Sports and Entertainment Accredited Wealth Management Advisor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Wabash CollegeBachelors

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Personal Fitness
  • Community Outreach
  • Football

Team Members

  • Emily Shafer
    Branch Office Administrator
  • Sabrina Wilds
    Associate Financial Advisor
    FPQP®
  • Karen Turner
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 05:00PM
Tue 07:00AM - 05:00PM
Wed 07:00AM - 05:00PM
Thu 07:00AM - 05:00PM
Fri 07:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(765) 662-3929

Fax

(877) 904-6664

Office Address

1301 S Baldwin Ave Suite 106
Marion, IN 46953opens in a new window

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