Clinton James Seefeldt

Current Employers

Employment History

• 02/2014 → 06/2021
  Princor Financial Services
  Indianapolis, IN
• 02/2014 → 06/2021
  Principal Life Insurance Co
  Indianapolis, IN
• 11/2014 → 12/2020
  Centennial Group
  Indianapolis, IN
• 04/2019 → 05/2020
  Washington Avenue Advisors
  Lansing, MI
• 10/2020 → 06/2021
  Provider's Wealth Management
  Indianapolis, IN
• 05/2024 → 11/2025
  Commonwealth Financial Network
  Waltham, MA
• 05/2024 → Present
  Provider Wealth Management
  Carmel, IN
• 06/2021 → 05/2024
  Lincoln Financial Advisors Corp.
  Indianapolis, IN
• 06/2021 → 05/2024
  Provider Wealth Management
  Indianapolis, IN
• 11/2025 → Present
  Savvy
  Carmel, IN
• 12/2025 → Present
  The Leaders Group Dba Simplicity Investments
  Summit, NJ

Previous Registrations

• 2024-05-20 → 2025-11-03
  Commonwealth Financial Network
  Carmel, IN
• 2021-07-20 → 2024-05-22
  Osaic Fa, Inc.
  Indianapolis, IN
• 2016-08-15 → 2021-08-10
  Principal Securities, Inc.
  Indianapolis, IN

Other Businesses

1.) SAVVY WEALTH - 11/3/25 - 111 W 33rd Street, Unit 1410, New York, NY 10001 - Wealth Manager, Sales, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) PROVIDER WEALTH MGMT - 2/14/24 - 580 E Carmel Dr, Suite 208, Carmel, IN 46032 - Owner, Facilitate securities/advisory & ins business, Invt Rel, Private entity established to facilitate securities, advisory & ins business, 12 hrs/mo; 0 hrs/mo (during trading hours) 3.) INDEPENDENT INSURANCE AGENT - 2/12/24 - 580 E Carmel Dr, Suite 208, Carmel, IN 46032 - Insurance Advisor, Fixed insurance sales/insurance advisor, Invt Rel, Insurance business, 4 hrs/mo; 4 hrs/mo (during trading hours) 4.) THE LEADERS GROUP - 12/8/25 - Advisor, Outside BD for brokerage business and servicing old accounts, Invt Rel, 10hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-12
• S63 Uniform Securities Agent State Law Examination
  2014-03-22

Designations