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571 Monon Blvd. Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-02-04 |
| OH | RA | APPROVED | 2015-12-15 |
| IN | RA | APPROVED | 2015-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park And Elm Investment Advisers Llc | Carmel | IN | 06/2016 | Present |
Kevin F. Ward is a licensed insurance agent and sole owner of Park + Elm Insurance Services. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Kevin Ward always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Park + Elm Investment Advisers, LLC in such individual's capacity as an insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-08 |
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