Troy Eugene Kennedy

Employer firm

Iti Financial Management CRD 152658

$96.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• ADMINISTRATIVE SERVICES

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

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

Current Employers

Employment History

• 12/2009 → Present
  Iti Financial Management, L.L.C.
  Springfield, MO

Previous Registrations

• 2010-01-05 → 2014-01-31
  Signalpoint Asset Management Llc

Other Businesses

TROY E. KENNEDY IS AN INVESTMENT ADVISER REPRESENTATIVE WITH SIGNALPOINT ASSET MANAGEMENT LLC. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THIS ACTIVITY. ITI ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT. CLIENTS ARE IN NO WAY REQUIRED TO UTILIZE THE SERVICES OF ANY REPRESENTATIVE OF ITI IN THE INDIVIDUAL'S OUTSIDE CAPACITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-07