Unclaimed Profile

Jennifer Kay Rupp

HENDERSHOTT WEALTH MANAGEMENT, LLC·FISHERS, Indiana

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record18 years registeredHENDERSHOTT WEALTH MANAGEMENT, LLC

11 MUNICIPAL DRIVE, FISHERS, IN 46038CRD# 5200268Firm CRD# 170839

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Kay Rupp · FISHERS, IN

Registration

CRD #5200268 · HENDERSHOTT WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

HENDERSHOTT WEALTH MANAGEMENT, LLC

Nov 2017 – present

GUIDANCE INVESTMENT ADVISORS, LLC

Oct 2010 – Jul 2017

ELKHART, IN

COMPASS FINANCIAL ADVISORS LLC

Dec 2007 – Oct 2010

ELKHART, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 12, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HENDERSHOTT WEALTH MANAGEMENT, LLC

CRD 170839 · SEC 801-120494

AUM

$169M

Regulatory assets under management

Employees

485 client accounts

Services offered by HENDERSHOTT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HENDERSHOTT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jennifer Kay Rupp offer?

Jennifer Kay Rupp specializes in Financial Planning, Investment Management. Contact their office in FISHERS, Indiana for a consultation.

What are Jennifer Kay Rupp's credentials?

Jennifer Kay Rupp holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jennifer Kay Rupp located?

Jennifer Kay Rupp is based in FISHERS, Indiana, working with HENDERSHOTT WEALTH MANAGEMENT, LLC. Their office serves clients in the FISHERS metropolitan area and surrounding communities.

How does Jennifer Kay Rupp charge for services?

Jennifer Kay Rupp's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HENDERSHOTT WEALTH MANAGEMENT, LLC?

HENDERSHOTT WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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