AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BK

Brenda S. Kindy

CAPITAL SYNERGY PARTNERS
Columbus, IN 47202
Some features on this profile are disabled
CRD#: 1344633
BK

Professional summary


Brenda Sue Kindy, who also goes by Brenda Sue Kindy Kauffman, Brenda Sue Kindy, is a registered financial professional currently at CAPITAL SYNERGY PARTNERS located in Columbus, Indiana and CPS FINANCIAL & INSURANCE SERVICES, INC. located in Irvine, California.

Brenda is registered as a RR (Registered Representative) and started their career in finance in 1985. Brenda has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brenda Sue Kindy Kauffman | Brenda Sue Kindy

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Brenda Sue Kindy's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 15, 2018 - Present

CAPITAL SYNERGY PARTNERS

Office #1: 446 4th Street, Columbus, IN 47202
RIA
BD
CRD#: 148733
Columbus, IN
Current

May 23, 2023 - Present

CPS FINANCIAL & INSURANCE SERVICES, INC.

Office #1: 2860 Michelle Drive, Suite 150, Irvine, CA 92606
BD
CRD#: 41243
IRVINE, CA
Past

November 1, 2012 - October 16, 2018

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

January 3, 2011 - October 31, 2012

FIRST HEARTLAND CAPITAL, INC.

BD
CRD#: 32460
COLUMBUS, IN
Past

February 22, 2005 - November 2, 2009

FIRST HEARTLAND CAPITAL, INC.

BD
CRD#: 32460
EDINBURGH, IN
Past

February 25, 1985 - December 31, 2004

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/16/2018)
RR
Florida
(8/29/2019)
RR
Illinois
(6/22/2023)
RR
Indiana
(10/16/2018)
RR
Tennessee
(4/10/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 2/9/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CF
CPS FINANCIAL & INSURANCE SERVICES, INC.
CPS FINANCIAL & INSURANCE SERVICES, INC. | CPS FINANCIAL SERVICES, INC.

CRD#: 41243 / SEC#: , 8-49337

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
2860 Michelle Drive, Suite 150, Irvine, CA 92606
Mailing Address
2860 Michelle Drive, Suite 150, Irvine, CA 92606
Phone number
(949) 442-7519
Established
California since 04/01/1996
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ANDREW A. HOLDEN FAMILY TRUSTOWNER
FAXON, REYHEENA MARIAFINOP4219599
GANDY, MATTHEW AUSTINPRINCIPAL7007855
HOLDEN, ANDREW ALANPRESIDENT, CCO, AMLCP, CFO & TRUSTEE3098455

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CPS FINANCIAL & INSURANCE SERVICES, INC.

CRD#: 41243Columbus, IN 47202

TRUST BUT VERIFY

Monitor Brenda Kindy

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Steven Allen Barnes
Steven BarnesAdvisorCheck Check Mark
BARNES WEALTH MANAGEMENT GROUP
IAR
RR
BAKERSFIELD, CA
AB
Andrew BekheetAdvisorCheck Check Mark
COMERICA SECURITIES
PR
DETROIT, MI
LS
Lindsey ShinnersAdvisorCheck Check Mark
EMPOWER ADVISORY GROUP, LLC
IAR
RR
Duluth, MN
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics