Theresa C. Kest
HURLOW WEALTH MANAGEMENT GROUP
Bloomington, IN 47401
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CRD#: 6217999
Professional summary
Theresa Claire Kest, CFP®, who also goes by Theresa Claire Bosies, Theresa Claire, Theresa Claire Robbins, is a registered financial advisor currently at HURLOW WEALTH MANAGEMENT GROUP, INC. located in Bloomington, Indiana.
Theresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Theresa has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Theresa Claire Bosies | Theresa Claire | Theresa Claire Robbins
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.
1) Bloomington Economic Development Corporation; Not Investment Related; 1720 N Kinser Pike #001, Bloomington, IN 47404; not-for-profit corporation dedicated to the retention, development, and attraction of quality jobs in Monroe County, Indiana; Board Member; 9/21/2022; less than 5 hours per month, no hours during securities trading hours; No Compensation earned; Duties associated to Board Members of not for profit corporations. 2) Rotary of Bloomington and Rotary Foundation; Not Investment Related; P.O. Box 2026, Bloomington, IN 47402; Rotary Club; Treasurer; 07/01/2023; 1 hour per month, none during securities trading hours; Manage club funds, oversee the collection and submission of dues and fees, attend monthly board meetings and report on the state of the club's finances. 3) Learning Fun Press, LLC; Not Investment Related; 3703 E. Barrington Drive, Apt. 103, Bloomington, IN 47408; Learning Fun Press is a publisher of games, cards, and books sold through retail stores and online; Member; 03/13/2025; 20 hours per month; sales, marketing, and general business development.
CRS (Client Relationship Summary) - RIA
Click below to view Theresa Claire Kest'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®
CFP®
Start date: 2020
Experience
Current
March 21, 2021 - Present
HURLOW WEALTH MANAGEMENT GROUP, INC.
Office #1: 3925 Hagan St. Suite 300, Bloomington, IN 47401RIA
CRD#: 282587
Bloomington, IN
Past
August 10, 2018 - March 14, 2021
JACKSON, GRANT INVESTMENT ADVISERS, INC.
RIA
CRD#: 108156
STAMFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HURLOW WEALTH MANAGEMENT GROUP, INC.
HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD#: 282587 / SEC#: 801-107700
RIA
Registered Investment Advisory firm - (5/2/2016 Approved)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(3/21/2021)
Current Firm
HURLOW WEALTH MANAGEMENT GROUP, INC.
HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD#: 282587 / SEC#: 801-107700
RIA
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Contact information
Main Address
3925 Hagan St. Suite 300, Bloomington, IN 47401
Mailing Address
Phone number
(812) 333-4726
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,958 |
| AUM (Assets Under Management) | $ 658,110,847 |
Red Flags
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Company Information
HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD#: 282587Bloomington, IN 47401TRUST BUT VERIFY
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