Best Investors Account Sign in
Inactive

Kirstyn Leigh Simon

Fi3 Financial Advisors, LLC

Indianapolis, IN

Claim This Profile
Current Employers
Fi3 Financial Advisors, Llc

8900 Keystone Crossing Suite 225, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-09-26
  • IN RA
    APPROVED
    Since 2025-09-26

Branch Locations

8900 Keystone Crossing Suite 225, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Na Indianapolis IN 07/2016 09/2023
Jpmorgan Securities Llc Indianapolis IN 07/2016 09/2023
Clementine Properties, Llc Mccordsville IN 08/2023 Present
Range Finance, Inc Tysons VA 09/2023 07/2025
Fi3 Advisors Indianapolis IN 09/2025 Present
  • 07/2016 → 09/2023
    Jpmorgan Chase Bank Na
    Indianapolis, IN
  • 07/2016 → 09/2023
    Jpmorgan Securities Llc
    Indianapolis, IN
  • 08/2023 → Present
    Clementine Properties, Llc
    Mccordsville, IN
  • 09/2023 → 07/2025
    Range Finance, Inc
    Tysons, VA
  • 09/2025 → Present
    Fi3 Advisors
    Indianapolis, IN
Previous Registrations
Other Businesses

Entity Name: Clementine Properties, LLC Investment related: No Address: McCordsville, IN 46055 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/05/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Business holds rental property and collects rents. My responsibility is maintain the home.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-09-15
  • S63 Uniform Securities Agent State Law Examination
    2016-09-15
Designations
Other Names
  • Kirstyn Buck
  • Kirstyn Simon

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor