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 is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its compensation model includes a percentage-of-assets fee, hourly charges and other fee arrangements. Kinder Financial Services does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
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 1
Kinder 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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