John Wildern, CFP® CEPA® - Email & Phone Number

Partner, Portfolio Manager at Legacy Financial Advisors

John Wildern, CFP® CEPA® is based out of Carmel, Indiana, United States of America and works at Legacy Financial Advisors as Partner, Portfolio Manager.

John Wildern, CFP® CEPA®'s Contact Information

Latest update

September 3, 2025

Location

Carmel, Indiana, United States of America

John Wildern, CFP® CEPA®'s Work History

Partner, Portfolio Manager

Legacy Financial Advisors

Apr 2024 - Present

President

LIFE Advisor Group, LLC

May 2017 - Present

Ultra-High Net Worth Advisor

FORVIS

Dec 2022 - Apr 2024

John Wildern, CFP® CEPA®'s Education

Northwestern University - Kellogg School of Management

Master of Business Administration

Jan 2004 - Jan 2007

University of Detroit Mercy

Master of Arts

Jan 1999 - Jan 2001

Hillsdale College

Bachelor of Science

Jan 1995 - Jan 1999

John Wildern, CFP® CEPA®'s Skills

Business Strategy

Asset Managment

Portfolio Management

Product Development

Hedge Funds

Alternative Investments

John's current employer

Legacy Financial Advisors

Description

Website

legacyfinancialadvisors.com

HQ Location

covington, kentucky, united states

Founded

2005

Number of employees

1-10

Industry

Financial Services

Latest update

September 3, 2025

Read about Legacy Financial Advisors

Frequent questions about John Wildern, CFP® CEPA®

What company is John Wildern, CFP® CEPA® working for?

John Wildern, CFP® CEPA® works for Legacy Financial Advisors.

What is John Wildern, CFP® CEPA®'s function at Legacy Financial Advisors?

John Wildern, CFP® CEPA® is Partner, Portfolio Manager at Legacy Financial Advisors.

Where is John Wildern, CFP® CEPA® based?

John Wildern, CFP® CEPA® is based out of Carmel, Indiana, United States of America.

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