Best Investors Account Sign in
Inactive

Nathan Jeffrey Kinney

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 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

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor