KA
Kevin M. Alerding
INDIE ASSET PARTNERS
CARMEL, IN 46032
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CRD#: 6908516
KA
Professional summary
Kevin Michael Alerding, who also goes by Alerding Michael Kevin, is a registered financial advisor currently at INDIE ASSET PARTNERS, LLC located in Carmel, Indiana.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kevin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alerding Michael Kevin
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) Since July 1, 2018, Mr. Alerding has been a Member of Indie Diversified Partners, LLC, located at 10 East Main Street, Suite 220, Carmel, IN 46032. This is an investment-related activity to which Mr. Alerding devotes approximately 7 hours a month. (2) Since November 2016, Mr. Alerding has been Trustee and Chair of the Investment Committee for Cathedral High School and since July 18, 2019, Mr. Alerding has been Director and President of the Cathedral High School Foundation, Inc. both located at 5225 East 56th St, Indianapolis, IN 46226. Both of these positions are investment-related activities to which Mr. Alerding devotes approximately 3 hours in aggregate a month. (3) Since January 3, 2023, Mr. Alerding has been "of counsel" with the law firm of Lewis Wagner LLP. located at 1411 Roosevelt Ave, Suite 102, Indianapolis, IN 46201. This is not an investment-related activity to which Mr. Alerding devotes approximately 72 hours per month to this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Michael Alerding'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
June 25, 2018 - Present
INDIE ASSET PARTNERS, LLC
Office #1: 10 East Main Street Suite 220, Carmel, IN 46032RIA
CRD#: 154503
CARMEL, IN
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".
IA
INDIE ASSET PARTNERS, LLC
CRITERION CAPITAL MANAGEMENT, LLC | INDIE DIVERSIFIED PARTNERS, LLC | INDIE ASSET PARTNERS, LLC
CRD#: 154503 / SEC#: 801-71728
RIA
Registered Investment Advisory firm - (8/16/2010 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(6/25/2018)
Current Firm
IA
INDIE ASSET PARTNERS, LLC
CRITERION CAPITAL MANAGEMENT, LLC | INDIE DIVERSIFIED PARTNERS, LLC | INDIE ASSET PARTNERS, LLC
CRD#: 154503 / SEC#: 801-71728
RIA
Registered Investment Advisory firm - (8/16/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 East Main Street Suite 220, Carmel, IN 46032
Mailing Address
Phone number
(317) 428-6600
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 948 |
| AUM (Assets Under Management) | $ 722,689,974 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/22/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
