Brad Wethington, CLU, ChFC, RHU, LUTCF
Horizon Planning Group
9000 Keystone Crossing, Suite 300
Indianapolis, IN 46240
Brad is a Financial Advisor with Horizon Planning Group. He has nearly 35 years in the insurance and financial services industry. He was contracted as a broker with Horizon Planning Group over 25 years before joining them full-time in June 2021. Prior to Horizon Planning Group, Brad served in various positions including retail agency sales, field leadership, and executive home office leadership. Brad has earned distinguished industry designations including Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Registered Health Underwriter (RHU®), and Life Underwriter Training Council Fellow (LUTCF®). He earned his Bachelor of Business Administration from Southern New Hampshire University where he graduated Summa Cum Laude. He is, professionally, a member of the Society of Financial Services Professionals, the National Association of Insurance & Financial Advisors, and The American College Alumni Association, in addition to several organizations he belongs to personally.
Immediately prior to Horizon Planning Group, Brad spent 12 years in executive leadership in an insurance home office position. His roles there included Vice President of Account Management, Vice President of Operations, and Vice President of Medicare Advantage Sales. Prior to that, Brad's entire career was spent as a self-employed business owner. He is also the owner/principal of Southern Serenity, one of the most successful vacation beach rentals in Fort Myers Beach, FL.
Brad is a married father of three, grandfather of three, and godfather of 10. He's a life-long southside Indy resident, a 24-year active member of St. Jude parish, and 25-year former member of Holy Name of Jesus parish.
Horizon Planning Group is a full service financial advisory firm. Started over 120 years ago, they help small business owners, families, and individuals acquire and manage the wealth they need to make work optional, distribute wealth on their own terms, and do so in the most efficient way to avoid unnecessary taxes. They take a holistic approach that's unique in their industry.