Work History
Edward Jones
Edward JonesJanuary 2024 to CurrentSimon Property Group
Simon Property GroupJuly 2022 to December 2023
FINANCIAL ADVISOR
Lee Hartman
8870 Zionsville Rd Suite 400, Indianapolis, IN 46268opens in a new windowAccepting New Clients
Serving clients of all asset levels
Focus Areas
- New Investors
- Military Professionals & Veterans
- Retirement Savings Strategies
- College Savings
About Lee
With a rich background in the IT industry as a network and telecommunications administrator, I bring a unique perspective to the world of finance, blending technical knowledge with strategic financial advice.
My journey from the intricacies of IT to the nuances of financial advising has been driven by a passion for problem-solving and a commitment to helping individuals and families achieve their financial goals. I believe that a financial strategy is like a well-oiled machine – when maintained, it can work for you, allowing you to focus on what matters most in life.
When I'm not demystifying finances or staying ahead of...
My journey from the intricacies of IT to the nuances of financial advising has been driven by a passion for problem-solving and a commitment to helping individuals and families achieve their financial goals. I believe that a financial strategy is like a well-oiled machine – when maintained, it can work for you, allowing you to focus on what matters most in life.
When I'm not demystifying finances or staying ahead of...
Work History
Edward Jones
Edward JonesJanuary 2024 to CurrentSimon Property Group
Simon Property GroupJuly 2022 to December 2023
Education
Ball State University
Ball State UniversityBachelor of Science
Education
Ball State University
Ball State UniversityBachelor of Science
Personal Interests
- Outdoor Enthusiast
- Basketball
- Farming
- Technology
- Car Restoration
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Location
IndianapolisFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
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