Troy Rose, CWS®, ATFA
Vice President & Trust Officer
Valparaiso, Indiana 46383
About Me:
Troy received his Bachelors of Science degree from Ball State University. He has nearly 20 years of experience in the Financial Services industry. In his professional career, he has served in various advisory and investment roles with other financial institutions. Troy has attained the professional designations of Certified Wealth Strategist (CWS®) and Accredited Trust and Financial Advisor (ATFA). With an extensive background in planning, he prides himself in helping clients achieve their financial goals.
Troy specializes in financial and retirement planning as well as trust and estate planning and administration.
He also enjoys giving back to his community. Troy currently serves as Vice President of the Board of Directors at Tradewinds Services, is a member of the Valparaiso Rotary Club, and volunteers as a youth baseball coach for the Porter County Youth League (PCYL) baseball.
Disclosures
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.
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