Thomas Joseph Gettelfinger

Current Employers

Employment History

• 08/2019 → 04/2021
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 05/2019 → 07/2019
  Reliable Express Inc
  Sellersburg, IN
• 08/2018 → 05/2019
  Depauw University
  Greencastle, IN
• 06/2018 → 08/2018
  Indianapolis Business Journal
  Indianapolis, IN
• 01/2018 → 06/2018
  Depauw University
  Greencastle, IN
• 08/2017 → 12/2017
  Kite Realty Group
  Indianapolis, IN
• 06/2017 → 08/2017
  Raymond James Financial
  Louisville, KY
• 08/2016 → 06/2017
  Depauw University
  Greencastle, IN
• 05/2021 → 06/2022
  Fidelity Investments
  Carmel, IN
• 06/2022 → Present
  Shepherd Financial
  Carmel, IN
• 06/2022 → Present
  Lincoln Investment Llc
  Fort Washington, PA
• 06/2022 → Present
  Capital Analysts Llc
  Fort Washington, PA

Previous Registrations

• 2021-11-03 → 2022-05-17
  Fidelity Personal And Workplace Advisors
  Carmel, IN
• 2020-05-14 → 2021-04-29
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Other Businesses

SHEPHERD FINANCIAL, LLC - INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/13/2022 ADDRESS: 111 Congressional Boulevard, Suite 100, Carmel IN 46032, United States DESCRIPTION: Sales and service of insurance products SHEPHERD FINANCIAL INVESTMENT ADVISORY, LLC POSITION: IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/13/2022 ADDRESS: 111 Congressional Blvd, Suite 100, Carmel IN 46032, United States DESCRIPTION: Act as IAR to individual wealth management clients. SHEPHERD FINANCIAL, LLC POSITION: Wealth Advisor NATURE: Retirement Plan Consulting & Individual Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 06/13/2022 ADDRESS: 111 Congressional Boulevard, Suite 100, Carmel IN 46032, United States DESCRIPTION: Responsible for client service to individual wealth management clients.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-14

Other Names

• Thomas Joseph Gettelfinger
• Thomas J Gettelfinger