KW
Kevin F. Ward
PARK + ELM INVESTMENT ADVISERS
Carmel, IN 46032
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CRD#: 6582273
KW
Professional summary
Kevin Fisher Ward is a registered financial advisor currently at PARK + ELM INVESTMENT ADVISERS located in Carmel, Indiana.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kevin 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.
Kevin F. Ward is a licensed insurance agent and sole owner of Park + Elm Insurance Services. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Kevin Ward always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Park + Elm Investment Advisers, LLC in such individual's capacity as an insurance agent.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Fisher Ward'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
November 12, 2015 - Present
PARK + ELM INVESTMENT ADVISERS
Office #1: 571 Monon Blvd. Suite 200, Carmel, IN 46032RIA
CRD#: 146233
Carmel, 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(11/12/2015)
IAR
Ohio(12/15/2015)
IAR
Washington(2/4/2020)
Current Firm
P+
PARK + ELM INVESTMENT ADVISERS
HIESER WEBB CAPITAL MANAGEMENT | PARK AND ELM INVESTMENT ADVISERS LLC | PARK AND ELM INVESTMENT ADVISERS | PARK + ELM INVESTMENT ADVISERS, LLC DBA CLEARPOINT FINANCIAL PARTNERS | PARK + ELM INVESTMENT ADVISERS | HIESER WEBB CAPITAL MANAGEMENT, LLC | HIESER WEBB CAPITAL MANAGEMENT, INC.
CRD#: 146233 / SEC#: 801-68791
RIA
Registered Investment Advisory firm - (4/22/2010 Terminated)Illinois
Registered Investment Advisory firm - (10/23/2025 Termination Requested)Indiana
Registered Investment Advisory firm - (4/20/2010 Approved)Ohio
Registered Investment Advisory firm - (12/15/2015 Approved)Texas
Registered Investment Advisory firm - (12/2/2014 Terminated)Washington
Registered Investment Advisory firm - (2/3/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
571 Monon Blvd. Suite 200, Carmel, IN 46032
Mailing Address
Phone number
(855) 727-5356
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 547 |
| AUM (Assets Under Management) | $ 70,012,871 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
