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Bennett Kinkade

Investment adviser representative at Zacks Investment Management, Inc.
11 yearsExperience
1 stateRegistered in
$14.6BFirm assets
34 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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Zacks Investment Management, Inc.Nov 2025 to now
  2. Depaul UniversitySep 2024 to now
  3. Depaul UniversitySep 2019 to Aug 2024
  4. Modineer Company, LLCMay 2019 to Aug 2019
  5. John Adams High SchoolAug 2015 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 1 state (IL).

Zacks Investment Management, Inc.

$14.6BAssets managed
3,741Clients
83Advisers
34 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
8246607
Firm CRD
110897
Advisor's SEC record (opens in a new tab)
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