Shane T. Kinney

EPI FINANCIAL GROUP

Troy, MI 48098-2809

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CRD#: 7746389

Professional summary

Shane Thomas Kinney is a registered financial advisor currently at EPI FINANCIAL GROUP located in Troy, Michigan.

Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Shane has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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.

(1) EPI Protection, LLC; yes; Troy, MI; Insurance services; Insurance Agent; 12/2024; 15/ HRS MO; 15/ HRS MO (2)Beyond the Score; No; Commerce Twp., MI; Entertainment; Owner; 05/2023; 10/ HRS MO; 0/ HRS MO; Duties include creating and producing content for a monetized YouTube channel.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Thomas Kinney'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

January 6, 2025 - Present

EPI FINANCIAL GROUP

Office #1: 5700 Crooks Rd. Suite 340, Troy, MI 48098-2809

RIA

CRD#: 174160

Troy, MI

Past

May 10, 2024 - December 13, 2024

HANTZ FINANCIAL SERVICES, INC.

RIA

CRD#: 46047

SOUTHFIELD, MI

Past

March 18, 2024 - December 13, 2024

HANTZ FINANCIAL SERVICES, INC.

CRD#: 46047

SOUTHFIELD, MI

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

Michigan
(1/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/8/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/16/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/7/2023

Securities Industry Essentials Examination

Current Firm

EPI FINANCIAL GROUP

EPI ADVISORS, LLC | EPI FINANCIAL GROUP LLC | EPI FINANCIAL GROUP

CRD#: 174160 / SEC#:

Florida

Registered Investment Advisory firm - (4/11/2019 Approved)

Louisiana

Registered Investment Advisory firm - (4/4/2024 Approved)

Michigan

Registered Investment Advisory firm - (1/27/2015 Approved)

Ohio

Registered Investment Advisory firm - (6/18/2019 Approved)

Tennessee

Registered Investment Advisory firm - (10/4/2021 Approved)

Texas

Registered Investment Advisory firm - (8/6/2023 Approved)

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Contact information

Main Address

5700 Crooks Rd. Suite 340, Troy, MI 48098-2809

Mailing Address

Phone number

(248) 281-1500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	87
AUM (Assets Under Management)	$ 6,855,452

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.

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Shane T. Kinney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Thomas Kinney's CRS (Customer Relationship Summary).

Certified licenses

Experience

EPI FINANCIAL GROUP

HANTZ FINANCIAL SERVICES, INC.

HANTZ FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/8/2024

Series 7TO

Date: 3/16/2024

SIE

Date: 8/7/2023

Current Firm

EPI FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EPI FINANCIAL GROUP

TRUST BUT VERIFY

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