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 registered investment advisor (RIA) focusing on providing financial planning and portfolio management services primarily to individuals and families. The firm is structured as a corporation and is owned by an individual. It does not engage in capital allocation and is not affiliated with any other advisory firms. Kinder Financial Services has a diverse fee structure that includes a percentage of assets under management (AUM), hourly charges, and other fees, allowing for flexibility in how they charge clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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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