Aidan Finet (CRD# 7324775) is an Investment Advisor Representative working at Deerfield in Indianapolis, IN and has 1 year of experience in the finance industry. Aidan Finet has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Deerfield Financial Advisors | Indianapolis, IN | Jun 2018 - Current | 5 |
| Indiana University | Bloomington, IN | Aug 2014 - Aug 2018 | 4 |
| Kilroy's On Kirkwood | Bloomington, IN | Aug 2017 - May 2018 | < 1 |
| Galecki Financial Management, Inc. | Fort Wayne, IN | Aug 2013 - Aug 2017 | 4 |
| Carroll High School | Fort Wayne, IN | Jun 2010 - Jun 2014 | 4 |
- IL
- IN
- TX
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Total Assets Under Management831MILLIONS
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Total Number of Accounts924ACCOUNTS
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Average Account Value$899,862
- A percentage of assets under your management
- Hourly charges
- 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
CA, FL, IL, IN, TX
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