Thays Rodrigues Cardoso

Employer firm

Fi3 Financial Advisors, LLC CRD 168005

$1.14B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → Present
  Fi3 Advisors
  Indianapolis, IN
• 08/2014 → 06/2017
  College Student
  Hanover, IN
• 08/2018 → 05/2020
  Mba Student
  Indianapolis, IN
• 06/2019 → 08/2019
  Westpoint Financial Group
  Indianapolis, IN
• 06/2017 → 08/2018
  Assistant Coach Hanover College
  Hanover, IN
• 05/2020 → 11/2020
  Unemployed
  Indianapolis, IN

Designations

• Certified Financial Planner