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Kevin Michael Alerding

INDIE ASSET PARTNERS, LLC·CARMEL, Indiana
Series 65Clean record8 years registeredINDIE ASSET PARTNERS, LLC
10585 NORTH MERIDIAN STREET, CARMEL, IN 46290CRD# 6908516Firm CRD# 154503

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Michael Alerding · CARMEL, IN
Registration
CRD #6908516 · INDIE ASSET PARTNERS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

INDIE ASSET PARTNERS, LLC
Jun 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 25, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INDIE ASSET PARTNERS, LLC
CRD 154503 · SEC 801-71728
AUM
$792M
Regulatory assets under management
Employees
9
821 client accounts
Services offered by INDIE ASSET PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at INDIE ASSET PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Kevin Michael Alerding offer?
Kevin Michael Alerding specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.
What are Kevin Michael Alerding's credentials?
Kevin Michael Alerding is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Michael Alerding located?
Kevin Michael Alerding is based in CARMEL, Indiana, working with INDIE ASSET PARTNERS, LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Kevin Michael Alerding charge for services?
Kevin Michael Alerding's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDIE ASSET PARTNERS, LLC?
INDIE ASSET PARTNERS, LLC has approximately 9 employees and manages $792M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INDIE ASSET PARTNERS, LLC

Donna J Dickinson
CARMEL, IN
Grady J. Gaynor
CARMEL, IN
Joseph Carmen Lamagna
INDIANAPOLIS, IN

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