Dawn Kroeger, CFP®, ATFA
Vice President & Trust Officer
Valparaiso, Indiana 46383
About Me:
Dawn received her Bachelors of Science degree in Finance from the University of Illinois. Her professional career has been in the Trust Services industry, working with attorneys and clients throughout the region. Dawn joined the Centier Financial Partners team in 2013 as a Trust Officer focused on Personal Trust Administration and has attained the professional designation of Certified Financial Planner (CFP®).
Dawn specializes in estate, financial and investment planning as well as the administration of personal trusts, special needs trusts, estates, guardianships and investment management accounts. She enjoys being actively involved in her community and is currently a member of the Valparaiso Rotary.
Disclosures
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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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