Dennis
Kenley

Charter Advisory Corporation

CRD#4130118
Investment Advisor
in Indianapolis, IN

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About this Advisor

Dennis Kenley is a financial advisor operating out of Indianapolis, Indiana with a total of 14 years of relevant experience. Kenley is an employee of Charter Advisory Corporation. Their career trajectory has included roles at Lpl Financial, LLC, Charter Advisory Corporation and Rider Kenley & Associates. Kenley holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana. Charter Advisory Corporation is a financial advisory business based out of Indianapolis, IN. The investment advisory business has offices in nine locations and a total of 15 financial advisors. It manages $200 million in assets among its 907 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 907 client accounts, 31% are associated with high-net-worth investors who have more than $1 million in investable assets. Charter Advisory Corporation offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically are based on the services offered. Fee types charged by Charter Advisory Corporation likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9755 Randall Drive, #100
Indianapolis, IN 46280

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Charter Advisory Corporation Brokerage Details

Total Assets Under Management

$199,548,507

IN Average: $1,347,246,178
Total Number of Employees

15

IN Average: 46
Total Number of Accounts

907

IN Average: 1,775
Average Account Size

$220,009

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Dennis Kenley Work History

Dennis has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Lpl Financial, LLC

2009 - Present (15 years)

Charter Advisory Corporation

1988 - Present (36 years)

Rider Kenley & Associates

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dennis Kenley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Charter Advisory Corporation

Byron Brock
South Lyon, MI
Sina Nowak
Indianapolis, IN
Randall Harrison
Indianapolis, IN
Douglas Sweet
Fishers, IN
Kevin Powers
Cincinnati, OH
Thomas Butler
Greenfield, IN
David Damaska
Loveland, OH
Karen Grindlay
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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