Kathleen
Elrod

The Huntington Investment Company

CRD#1881303
Investment Advisor
in Indianapolis, IN

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About this Advisor

Kathleen Elrod is a financial advisor based out of Indianapolis, Indiana with 6 years of industry experience. Elrod is an employee of The Huntington Investment Company. Throughout their career, they have worked at Huntington National Bank, The Huntington Investment Comapny and The Huntington Investment Company. Elrod holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in Indiana. The Huntington Investment Company is a registered investment firm that has its headquarters in Columbus, OH. The investment advisory business has offices in 766 locations and a total of 432 people on staff. It manages $4 billion in assets among its 29,200 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 22 charities and foundations. The Huntington Investment Company offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely depend on which services are provided. Fee types billed by The Huntington Investment Company typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Indianapolis Main 45 N Pennsylvania Street
Indianapolis, IN 46204

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The Huntington Investment Company Brokerage Details

Total Assets Under Management

$4,300,721,252

IN Average: $2,106,341,625
Total Number of Employees

432

IN Average: 34
Total Number of Accounts

29,200

IN Average: 1,972
Average Account Size

$147,285

IN Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kathleen Elrod Work History

Kathleen has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

The Huntington Investment Comapny

2007 - Present (17 years)

Huntington National Bank

2008 - 2016 (8 years)

The Huntington Investment Company

*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 Kathleen Elrod 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 Huntington Financial Advisors

Joshua Stros
New Baltimore, MI
Robert Blalock
Akron, OH
Kelly Mathews
Westerville, OH
Dorian Holmes
Willowbrook, IL
Brandy Dennis
Columbus, OH
Scott Wertz
Melrose Park, IL
Ryan Greenhill
Northfield, OH
Eric Smith
Jenison, MI

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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