KE
Kristin Ertel
NYHART CONSULTING
Indianapolis, IN 46250
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CRD#: 5927387
KE
Professional summary
Kristin Ertel is a registered financial advisor currently at NYHART CONSULTING, LLC located in Indianapolis, Indiana.
Kristin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kristin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kristin Ertel'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®
NoneExperience
Current
October 31, 2013 - Present
NYHART CONSULTING, LLC
Office #1: 5750 Castle Creek Parkway Suite 245, Indianapolis, IN 46250RIA
CRD#: 145590
Indianapolis, IN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(10/31/2013)
Current Firm
NC
NYHART CONSULTING, LLC
ABG CONSULTING | NYHART CONSULTING, LLC | ABG CONSULTING, LLC
CRD#: 145590 / SEC#: 801-68614
RIA
Registered Investment Advisory firm - (6/27/2012 Terminated)Indiana
Registered Investment Advisory firm - (6/27/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5750 Castle Creek Parkway Suite 245, Indianapolis, IN 46250
Mailing Address
P.o. Box 219240, Kansas City, MO 64121
Phone number
(317) 845-3500
Established
Firm type
Fiscal year end
# of Employees
4
0
Red Flags
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