Mark Rhodes (CRD# 2786622) is an Investment Advisor Representative working at Monon Wealth Management in Carmel, IN and has over 27 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hutchens & Kramer Investment Management Group, LLC | Carmel, IN | Feb 2021 - Current | 3 |
| Rhodes & Kniceley LLP | Indianapolis, IN | Jan 2008 - Current | 16 |
| Intrepid Financial Planning | Indianapolis, IN | Jan 2002 - Feb 2021 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
- IN
-
Total Assets Under Management312MILLIONS
-
Total Number of Accounts1,306ACCOUNTS
-
Average Account Value$239,022
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, IN, LA, MI, NE, OH, TX
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