Nathan
Kinney
Fi3 Financial Advisors, LLC
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About this Advisor
Nathan Kinney is a financial advisor based in Indianapolis, Indiana, working with Fi3 Financial Advisors, LLC. Nathan has previously held positions at Commonwealth Bank & Trust, University Of Louisville, Capital Cities, L.L.C, Fi3 Advisors, and The National Bank Of Indianapolis. Nathan has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Nathan is part of Fi3 Financial Advisors, LLC, which operates out of Indianapolis, Indiana. The firm has 18 employees and manages assets totaling $791.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Fi3 Financial Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fi3 Financial Advisors, LLC Brokerage Details
$791,674,607
18
1,404
$563,871
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Nathan Kinney Work History
Fi3 Advisors
The National Bank Of Indianapolis
Capital Cities, L.L.C
Commonwealth Bank & Trust
University Of Louisville
Disclosures
Please visit the SEC profile of Nathan Kinney 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 Fi3 Financial Advisors, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
West Chester, OH
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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