Advisor at McAvoy Kemp Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
McAvoy Kemp Wealth Management, LLC
Location
Bloomington, IN 47404
Credentials
Series 63, Series 66
Industry experience
21 years
May charge a one-time setup fee not exceeding $200 per account; retainer fees for certain services up to six months in advance, capped at $500.
$0 - $200,000: 1.50% $0 - $200,000: 1.40% $200,000 - $300,000: 1.20% $300,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
Advisers are Registered Representatives of a broker/dealer and accept commissions for sales of securities/products; commissions are in addition to advisory fees.
Fees for limited or project-based advice may be based on hourly rates.
Account minimum: $250,000 (negotiable) Fee-only: Hourly rates, retainers up to six months in advance, or project-based fees for limited or specific financial planning services.
Mcavoy Kemp Wealth Management, Llc
2010 - Present (16 years)
Cambridge investment Research, Inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Bloomington, IN
Edward Jones
Series 66
Bloomington, IN
Edward Jones
Series 66
Bloomington, IN
Edward Jones
Series 66
Bloomington, IN
Merrill
Errek C. Suhr is an Associate Resident Director and Financial Advisor at Merrill. He joined Merrill in 2011 and serves as Senior Vice President and Resident Director of the Bloomington Merrill office. In his role, he focuses on clients’ goals and concerns by employing a goals-based wealth management process along with global resources and up-to-date Web technology, all designed to help clients pursue their financial objectives. Errek's expertise includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor’s Degree from Indiana University and the Personal Investment Advisor (PIA) professional designation. Prior to his financial advisory career, Errek played on the Indiana University Men's basketball team from 2003 to 2007 and is currently a Color Commentator for IU Men's basketball radio. Outside of his professional responsibilities, Errek is active in his community and enjoys volunteering. He has supported organizations such as the Boys and Girls Club of Bloomington and served on the board of Big Brothers Big Sisters of Southern Indiana. Errek enjoys golfing and spending time with his wife Rebekah and their four children, including coaching his daughters’ basketball and softball teams.
Series 66
Bloomington, IN
Edward Jones
CFP®, Series 66
Bloomington, IN
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")