Nathan Jeffrey Kinney
Investment adviser representative at Fi3 Financial Advisors, LLC
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Fi3 Financial Advisors, LLCMay 2022 to now
- Fi3 AdvisorsMay 2022 to now
- The National Bank of IndianapolisFeb 2021 to Apr 2022
- Capital Cities, L.L.C.Jul 2019 to Jan 2021
- Commonwealth Bank & TrustJan 2014 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IN).
Fi3 Financial Advisors, LLC
$1.1BAssets managed
258Clients
9Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6161555
- Firm CRD
- 168005