Best Investors Account Sign in
Inactive

Kevin James Lewis

Lewis Wealth Management, LLC

Carmel, IN

Claim This Profile
Current Employers
Lewis Wealth Management, Llc

1905 S. New Market Street Suite #156, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-14
IL RA APPROVED 2019-01-02
IN RA APPROVED 2017-06-27
  • TX RA
    APPROVED_RES
    Since 2022-06-14
  • IL RA
    APPROVED
    Since 2019-01-02
  • IN RA
    APPROVED
    Since 2017-06-27

Branch Locations

1905 S. New Market Street Suite #156, Carmel, IN 46032 • 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
Boehringer Ingelheim Pharmaceuticals, Inc Indianapolis IN 05/2001 06/2021
Teeple Wealth Management Brownsburg IN 08/2014 06/2017
Lewis Wealth Management, Llc Carmel IN 06/2017 Present
  • 05/2001 → 06/2021
    Boehringer Ingelheim Pharmaceuticals, Inc
    Indianapolis, IN
  • 08/2014 → 06/2017
    Teeple Wealth Management
    Brownsburg, IN
  • 06/2017 → Present
    Lewis Wealth Management, Llc
    Carmel, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-15
  • S65 Uniform Investment Adviser Law Examination
    2014-11-15

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor