The Financial Resource Center
Firm details
- Headquarters
- Carmel, Indiana
- CRD number
- 316747
- Registered since
- November 10, 2021
- Website
- www.tfrcinc.com
- Custodians
- VOYA FINANCIAL ADVISORS, INC., SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government81.19%
- Individuals16.17%
- Pension & Profit Sharing Plans2.1%
- Corporations / Businesses0.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Financial Resource Center is an independent registered investment adviser organized as a corporation and SEC-registered in 2021. The firm serves individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not structured as a capital allocator; its model relies on third-party vehicles when accessing alternative strategies.
Assets & Accounts
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
- Public Funds/Mutual Funds68%
- Private Funds24%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
1 of 1
Evan Lane
Chief Compliance OfficerCRD 6217967
Contacts
3 of 5Kerry Pennington
Investment Advisor RepresentativeCRD 2975051
Jerry King
Investment Advisor RepresentativeCRD 1453200
Carol Lane
Investment Advisor RepresentativeCRD 2481621
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Carmel, IN
Hamilton
Location
Carmel, IN
Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 9640 Commerce Dr
- Time zone
- ET (UTC-5)
- Office locations
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