Canterbury Investment Management, LLC

Canterbury Investment Management, LLC (CRD# 125680) is a financial advisory firm headquartered in Zionsville, IN. They manage $39,920,000 in 178 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $224,270
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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 Chartered Market Technician (CMT), CMTs must pass comprehensive exams in technical market analysis offered through the Market Technicians Association. 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 14 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 17 years of experience in the finance industry.

4
Tyler R. Needler
CRD#: 5660871
23 E Cedar St, Zionsville, IN 46077
93
Wealthminder
score

Tyler Needler (CRD# 5660871) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Zionsville, IN and has over 8 years of experience in the finance industry.

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