Kyle Kent (CRD# 7372123) is an Investment Advisor Representative working at Financial Enhancement Group in Indianapolis, IN and has over 2 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 |
|---|---|---|---|
| Financial Enhancement Group, LLC | Anderson, IN | Dec 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | Indianapolis, IN | May 2021 - Current | 3 |
| J.d. Gould Company, Inc. | Indianapolis, IN | Aug 2017 - May 2021 | 3 |
| Christ Community Church | Carmel, IN | Jun 2018 - Aug 2019 | 1 |
| N/a | Noblesville, IN | May 2017 - Aug 2017 | < 1 |
| Windshield Repair Doc | Indianapolis, IN | Aug 2016 - May 2017 | < 1 |
| Ltd Lawn Care | Beech Grove, IN | May 2016 - Aug 2016 | < 1 |
| Lifepoint Church | Indianapolis, IN | Jun 2014 - Aug 2016 | 2 |
| Ymca | Indianapolis, IN | Nov 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- IN
-
Total Assets Under Management728MILLIONS
-
Total Number of Accounts3,285ACCOUNTS
-
Average Account Value$221,606
- 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
AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, MO, MT, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.