Daniel Lee Kinnamon

Current Employers

Employment History

• 12/2020 → Present
  Cetera Advisors Llc
  Carmel, IN
• 04/2008 → Present
  Kinnamon Financial Llc
  Plainfield, IN
• 10/2018 → Present
  Guilford Township Board
  Plainfield, IN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) KINNAMON FINANCIAL, LLC, NOT INVESTMENT RELATED, 1500 S CENTER ST, PLAINFIELD, IN, 46168, CPA FIRM, STARTED 05/2017, POSITION/TITLE/RELATIONSHIP: OWNER, APX 30 HOURS PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ACCOUNTING AND TAX SERVICES; 2) GUILFORD TOWNSHIP BOARD, NOT INVESTMENT RELATED, 1500 S CENTER ST, PLAINFIELD, IN, 46168, GOVERNMENT, STARTED 10/2018, POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER, APX 1 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ADVISE THE TOWNSHIP TRUSTEE ON MATERIAL MATTERS, NOT RELATED TO INVESTMENTS;. 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2022 APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, FIXED ANNUITIES AND LONG-TERM CARE; 4) NAME OF OTHER BUSINESS: INCPA; INVESTMENT RELATED: NO; ADDRESS: 900 E 96TH ST SUITE 250 INDIANAPOLIS, IN 46240 ; NATURE OF BUSINESS: BOARD; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: GROUP INVOLVES ISSUES FOR BETTERMENT OF CPAS; 5) NAME OF OTHER BUSINESS: LEVEL TWO; INVESTMENT RELATED: NO; ADDRESS: 2498 PERRY CROSSING WAY SUITE 240 PLAINFIELD, IN 46168 ; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: CO-WORKING ENTREPRENEUR INCUBATOR; 6) NAME OF OTHER BUSINESS: KINNAMON FINANCIAL LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REFERRAL; START DATE: 01/2022; POSITION/TITLE/RELATIONSHIP: REFERRER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: REFER CLIENTS TO USE ADP PAYROLL SERVICES; 7) NAME OF OTHER BUSINESS: HENDRICKS COUNTY COMMUNITY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 6319 EAST U.S. HIGHWAY 36, SUITE 211, AVON, IN 46123; NATURE OF BUSINESS: BOARD; START DATE: 8/2024; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REVIEW WITH FELLOW COMMITTEE MEMBERS INFORMATION PROVIDED BY CPA FIRM FOR NOT-FOR-PROFIT TAX RETURN AND REVIEW INFORMATION PROVIDED BY INVESTMENT FIRM FOR THE FOUNDATION'S INVESTMENTS.; 8) NAME OF OTHER BUSINESS: PLAINFIELD UNITED METHODIST CHURCH; INVESTMENT RELATED: NO; ADDRESS: 600 SIMMONS ST, PLAINFIELD, IN 46168; NATURE OF BUSINESS: BOARD; START DATE: 5/2026; POSITION/TITLE/RELATIONSHIP: ENDOWMENT CHAIR; APX NUMBER OF HOURS PER WEEK: 0.25; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SELECT ACTIVITIES IN THE CHURCH TO RECEIVE ENDOWMENT FUNDS; 9) Name of other business: Indianapolis Opera Investment related: No Address: Basile Opera Center 4011 N. Pennsylvania Street Indianapolis, IN 46205 Nature of business: Board Member Start date: 08/2026 Position/title/relationship: Elected Board Member Apx number of hours per week: 1 Apx number of hours during trading hours: 0 Brief description of duties: To attend monthly board meetings and work to achieve the Opera's Mission.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-06
• S63 Uniform Securities Agent State Law Examination
  2022-07-09