Crystal Harter

Financial Representative

Professional

Crystal Harter knows that indivuals are unique and therefore suitable financial solutions also need to be unique to each person's needs.  Crystal listens to her clients carefully in order to develop a personal needs analysis tailored to each individual.

Crystal Harter entered the financial services industry in 2005, working for Lincoln Financial Group until 2010.  She worked in three different areas: Customer Service, Account Management, and Marketing- all under the Retirement Solutions Division.  Crystal learned a lot, and felt the next step in her career was to build her own financial practice, and she has been doing that since March of 2010.  She loves helping people to create a strong foundation and accumulate wealth for their future goals.

During her career, Crystal has completed her FINRA Series 6 & 63, and has completed the ASPPA Retirement Plan Fundamentals 1 & 2 certificate program.

Professional Affliliations:

Crystal Harter is a member of National Association of Insurance and Financial Advisors (NAIFA).  The vision of The National Association of Insurance and Financial Advisors is to protect and promote the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.

 

 

Crystal is also involved with the Greater Fort Wayne Chamber of Commerce.  Their mission is to serve as the primary advocate for commerce and business within the Greater Northeast Indiana region by providing solutions and services for business that ensure our members have what they need to flourish.

 

Education

Degree Major Institution
Master of Business Administration Business Administration Indiana University
Bachelor of Arts Political Science & Sociology Indiana University
Certificate International Human Rights Law Universite de Strasbourg
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck