Kinder Financial Services
Firm details
- Headquarters
- Nashville, Indiana
- CRD number
- 156805
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kinder Financial Services operates as an independent, corporation-structured registered investment adviser focused on individuals and families, with advisory work that also extends to small businesses. The firm provides financial planning and portfolio management and bills clients via a mix of percentage-of-AUM fees, hourly charges, and other fee arrangements. Kinder Financial Services is owner-operated (individual owner type), does not register as a multi-state adviser, and does not position itself as a capital allocator or active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Kinder Dean
PresidentCRD 5895588
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nashville, IN
Brown
Location
Nashville, IN
Headquartered in Nashville, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Brown
- Address
- 2508 Country Club Rd
- Time zone
- ET (UTC-5)
- Office locations
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