Bennett Kinkade

Employer firm

Zacks Investment Management, Inc. CRD 110897

$14.6B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• CREATES AND MANAGES QUANTITATIVE INVESTMENT MODELS THAT ARE LICENSED TO SPONSORS OF UITS AND ETFS

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

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

Current Employers

Employment History

• 11/2025 → Present
  Zacks Investment Management
  Chicago, IL
• 09/2019 → 08/2024
  Depaul University
  Chicago, IL
• 09/2024 → Present
  Depaul University
  Chicago, IL
• 05/2019 → 08/2019
  Modineer Company, Llc
  Niles, MI
• 08/2015 → 05/2019
  John Adams High School
  South Bend, IN

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-18
• S65 Uniform Investment Adviser Law Examination
  2026-03-17