HUB CSi Advisory Services Employee Directory

Q: What is HUB CSi Advisory Services known for?

HUB CSi Advisory Services was founded in 1971. HUB CSi Advisory Services operates in the Financial Services industry.

Q: How many employees does HUB CSi Advisory Services have currently?

HUB CSi Advisory Services has approximately 14 employees.

Financial ServicesIndiana, United States11-50 Employees

CSi Advisory Services, a division of HUB Retirement & Private Wealth, is a retirement plan consulting firm focusing on participant outcomes, investment outcomes and financial coaching and wealth management. Our promise is personal, our dedication is authentic. 

Securities offered through LPL Financial. Member FINRA/SIPC www.sipc.org. Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners and HUB International are not affiliated with LPL Financial. 

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which we are registered to do business, please visit www.csiadvisoryservices.com.

Find HUB CSi Advisory Services employees' phone numbers or email addresses

HUB CSi Advisory Services Global Highlights

North America
16

United States Of America
16

HUB CSi Advisory Services's Leadership

K. B.
Retirement Plan Consultant - Fiduciary Advisor
Mobile Phone
Email
L. D.
Client Relations Professional
Mobile Phone
Email
J. W.
Executive Assistant
Mobile Phone
Email

HUB CSi Advisory Services Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
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Contact profiles from HUB CSi Advisory Services

Name

Title

Contact Info

Location

Last Update

K. B.
Retirement Plan Consultant - Fiduciary Advisor
Mobile Phone
Email
Nov 13, 2025
L. D.
Client Relations Professional
Mobile Phone
Email
Nov 18, 2025
J. W.
Executive Assistant
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is HUB CSi Advisory Services known for?

HUB CSi Advisory Services was founded in 1971 operates in the Financial Services industry. The company's main headquarters is located in 900 East 96th Street Suite 325 Indianapolis, Indiana 46240 United States. Explore HUB CSi Advisory Services's company overview page for more information.

What is HUB CSi Advisory Services's most common email format?

HUB CSi Advisory Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more HUB CSi Advisory Services email formats with LeadIQ.

How many employees does HUB CSi Advisory Services have currently?

HUB CSi Advisory Services has approximately 14 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are HUB CSi Advisory Services's key employees and leadership?

As of March 2026, HUB CSi Advisory Services's key employees include:

Retirement Plan Consultant - Fiduciary Advisor: K. B.
Client Relations Professional: L. D.
Executive Assistant: J. W.

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