Skip to main content

ATM Update: Due to an ATM vendor issue impacting many financial institutions, certain Centier ATMs are currently unavailable. Click here for ATM locations and availability, or you can access your cash, surcharge-free, in the AllPoint ATM network located in CVS, Speedway, Target and other retailers. Deposits can be made at the branch, mobile banking, or at the branch night drop.

Simon Coleman

Investment Executive

150 Lincolnway
Valparaiso, Indiana 46383

Simon Coleman is a fully registered Investment Executive who is passionate about serving clients and their families. Simon’s clients look to him to help identify their important financial goals, building a savings and investment plan designed to help them achieve those goals. As Simon’s clients begin to contemplate retirement, Simon works to help identify opportunities to maximize cash flow for a more successful retirement.

Simon helps his clients create and understand their unique financial plan while helping to direct their decisions around their hard-earned wealth. His goal is to be your trusted advisor, providing you sensible investment ideas and easing your financial worries. Simon is supported by a team of experienced professionals who share his passion to provide the best possible service while building long-term relationships with his clients.

Simon joined the Centier Family in 2019. He and his wife live in Valparaiso, Indiana. Outside of his responsibilities as a financial professional, Simon enjoys spending time with his family and is an avid sports fan who also finds time to play in various local soccer leagues.

Please contact Simon by using the phone number or e-mail address listed above. You may also contact his Administrative Assistant, Amy Welkie, at 219-465-9002 ext. 2161 or by e-mail at [email protected].


Check the background of this investment professional on FINRA’s BrokerCheck.

Located at: 600 E 84th Avenue Merrillville, IN 46410
Phone: (844) 755-6600

Centier Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member  FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

These products and services are being offered through Cetera Investment Services LLC or its affiliates, which are separate entities from, and not affiliates of, Centier Bank or Centier Investments. Securities and insurance products offered by Cetera Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services  Privacy Policy, other  Important Information and  Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at