Advisor at Kinder Financial Services
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
Kinder Financial Services
Location
Nashville, IN 47448
Credentials
Series 65
Industry experience
14 years
Kinder Dean is a Series 65-licensed financial advisor with 14 years of industry experience. He is the sole advisor at Kinder Financial Services, an independent firm based in Nashville, Indiana. Dean has worked at Valeo since 2013. In addition to his advisory role, he operates a separate real estate business. Kinder Financial Services specializes in financial planning and discretionary portfolio management for individual clients, as well as businesses, charities, and small pension plans. The firm emphasizes technical security analysis and trend management, focusing on ETFs and large-cap dividend stocks, with accounts tailored to client objectives and risk tolerance.
Based on Kinder Financial Services
$200 to $2,000 for written financial plans depending on complexity
$0 - $100,000: 1.5% $100,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.0% $1,000,000+: Negotiable
Up to $150/hour, negotiable
2508 Country Club Road
Nashville, IN 47448
Indiana
Valeo
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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