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Nathan Jeffrey Kinney

Fi3 Financial Advisors, LLC

Indianapolis, IN

CRD 6161555

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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:

Current Employers
Fi3 Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-05-08
  • IN RA
    APPROVED
    Since 2022-05-08

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
Commonwealth Bank & Trust Louisville KY 01/2014 07/2019
Capital Cities, L.L.C. Indianapolis IN 07/2019 01/2021
Fi3 Advisors Indianapolis IN 05/2022 Present
The National Bank Of Indianapolis Indianapolis IN 02/2021 04/2022
  • 01/2014 → 07/2019
    Commonwealth Bank & Trust
    Louisville, KY
  • 07/2019 → 01/2021
    Capital Cities, L.L.C.
    Indianapolis, IN
  • 05/2022 → Present
    Fi3 Advisors
    Indianapolis, IN
  • 02/2021 → 04/2022
    The National Bank Of Indianapolis
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-23
  • S65 Uniform Investment Adviser Law Examination
    2019-08-23

View on SEC IAPD

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BEAU MCCOY BARRETT

Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

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