Who Are We?
PathKeeper Financial, LLC is an independent investment management firm located in Lafayette, IN. Rena Noe founded the company in 2016 when she purchased the securities and insurance assets in a spin-off from Strategic Financial Group, LLC. Rena served in various capacities at SFG for over 16 years including Senior Financial Advisor and Compliance Manager/OSJ. Rena holds the designation of CERTIFIED FINANCIAL PLANNERTM.
Rena has since added Casey Bollock as a dedicated assistant to her team.
Why Choose PathKeeper?
Rena actively works with clients to understand their financial needs, goals, and wants and then develops an investment strategy unique to that individual. As an independent advisor, Rena is able choose from a wide variety of investment products to help each client pursue financial success. Some of the financial products PathKeeper Financial offers include but are not limited to Annuities, Life Insurance, Mutual Funds, and 529 plans. PathKeeper Financial utilizes the technology and service of LPL Financial, the largest independent broker/dealer in the United States* to offer these products.
When choosing a financial advisor, it is important to find a professional that is transparent in their cost as well as their objectives and strategies. At PathKeeper Financial, Rena is upfront when explaining the costs of services to her current and prospective clients.
PathKeeper Financial places a strong emphasis on customer service. With the help of her LPL Registered Assistant Casey, the PathKeeper Financial team is able to respond to clients' needs in a timely fashion to ensure a great experience.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue