Meet Our Team / Claudia Newell
AIF®/Vice President, Investment Executive
Claudia has more than 30 years of experience in Wealth Management and Retirement Plan Services. She works with corporations and individuals to assist them in establishing, monitoring and managing their Retirement plans.
Claudia holds a Bachelor’s degree from North Central College, is a graduate of the Bank Administration Institute (BAI), Trust School, holds a certificate in financial planning from DePaul University and is an Accredited Investment Fiduciary (AIF®). She also holds a Series 7, 66 and Insurance licenses which allows her to offer a full array of solutions to her clients and prospects.
Claudia is a member of the Indiana philanthropic organization of Tri Kappa, delivers for Meals on Wheels and volunteers for Habitat for Humanity.
Securities and insurance products are offered by Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with Centier Bank where investment services are offered. Advisory services may only be offered by Investment Adviser Representatives.
Securities and insurance products offered by Cetera Investment Services are: *Not FDIC insured * May go down in value * Not financial institution guaranteed * Not insured by any federal government agency * Not deposit products.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.