Canterbury Investment Management, LLC

Canterbury Investment Management, LLC (CRD# 125680) is a financial advisory firm headquartered in Zionsville, IN. They manage $266,963,901 in 4,607 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    267
    MILLION
  • Total Number of Accounts
    4,607
    ACCOUNTS
  • Average Account Value
    $57,947
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, IN

Financial Advisors at Canterbury Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Thomas L. Hardin
CRD#: 838414
23 East Cedar Street, Zionsville, IN 46077
101
Wealthminder
score
Thomas Hardin (CRD# 838414) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Indianapolis, IN and has over 35 years of experience in the finance industry. Thomas Hardin 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Kregg A. Kiel
CRD#: 2355057
23 E Cedar St, Zionsville, IN 46077
98
Wealthminder
score

Kregg Kiel (CRD# 2355057) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Zionsville, IN and has over 12 years of experience in the finance industry.

3
Kimberly J. Custer
CRD#: 3070629
23 E Cedar St, Zionsville, IN 46077
93
Wealthminder
score

Kimberly Custer (CRD# 3070629) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Zionsville, IN and has over 15 years of experience in the finance industry.

4
Kevin Burris
CRD#: 6631863
23 E Cedar St, Zionsville, IN 46077
87
Wealthminder
score

Kevin Burris (CRD# 6631863) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Zionsville, IN and has 1 year of experience in the finance industry.

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