Kinder Financial Services

RIASEC Registered
Total AUM
$561K
Discretionary
$561K
100% of AUM
Avg account
$70.2K
Accounts
8
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Kinder Dean

    Kinder Dean

    PresidentCRD 5895588

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth