Precedent Financial Strategies

Precedent Financial Strategies (CRD# 169100) is a financial advisory firm headquartered in Indianapolis, IN. They manage $81,285,306 in 264 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9000 Keystone Crossing, Suite 145, Indianapolis, IN 46240
https://precedentstrategies.com/
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $307,899
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, OH

Financial Advisors at Precedent Financial Strategies
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth Klabunde, financial advisor Indianapolis IN
Kenneth R. Klabunde
CRD#: 2730931
9000 Keystone Crossing, Suite 145, Indianapolis, IN 46240

Kenneth Klabunde (CRD# 2730931) is an Investment Advisor Representative working at Precedent Financial Strategies in Indianapolis, IN and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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