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Kinder Dean

Advisor at Kinder Financial Services

Updated today

Location

Nashville, IN 47448

Credentials

Series 65

Industry experience

14 years

About

Kinder Dean is a Series 65-licensed financial advisor with 14 years of industry experience. He is the sole advisor at Kinder Financial Services, an independent firm based in Nashville, Indiana. Dean has worked at Valeo since 2013. In addition to his advisory role, he operates a separate real estate business. Kinder Financial Services specializes in financial planning and discretionary portfolio management for individual clients, as well as businesses, charities, and small pension plans. The firm emphasizes technical security analysis and trend management, focusing on ETFs and large-cap dividend stocks, with accounts tailored to client objectives and risk tolerance.

Client services

Based on Kinder Financial Services

Financial planning Portfolio management

Expertise

Based on Kinder Financial Services

Concentrated stock management Passive / index investing General retirement planning General tax planning

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Fee options

Fixed

$200 to $2,000 for written financial plans depending on complexity

Percentage

$0 - $100,000: 1.5% $100,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.0% $1,000,000+: Negotiable

Project-based

Up to $150/hour, negotiable

Location

2508 Country Club Road

Nashville, IN 47448

Most active in

Indiana

Work history

Valeo

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFA®

Bloomington, IN

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Zhuohua Huang is a CFA charterholder and principal of Mulberry Investors LLC with five years of industry experience. He has worked at Indiana University Kelley School of Business since 2022 and previously spent five years with the Indiana Public Retirement System. Outside of his advisory role, he serves as chairman of Huang Associates LLC, a consulting and e-commerce business. Mulberry Investors LLC provides discretionary investment management primarily focused on U.S. and Greater China equities for individual and high-net-worth clients. The firm employs a value-oriented, concentrated strategy with a particular emphasis on Greater China markets, managing a small number of accounts through recommended custodians that facilitate trading in Hong Kong and Mainland China.

Active portfolio management Concentrated stock management
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Series 65

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Retirement income strategy General retirement planning Cash flow / budgeting Mid-Career Professionals Young Professionals Approaching retirement
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Series 65

Bloomington, IN

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Tax-loss harvesting Active portfolio management Income planning
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Ronald D

CFP®, Series 63, Series 65

Bloomington, IN

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Options & derivatives strategies Real estate investing
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Series 63, Series 66

Bloomington, IN

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Options & derivatives strategies Real estate investing
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Max V

Series 65

Bloomington, IN

Laughlin Financial LLC

Max Varness is a financial advisor at Laughlin Financial LLC in Bloomington, IN, holding a Series 65 designation with less than one year of industry experience. Prior to joining Laughlin Financial, he was a full-time student and has worked in various roles outside finance, including power washing and lawn care. Laughlin Financial LLC provides investment advisory and planning services primarily to individual clients and retirement plan sponsors. The firm combines fundamental, technical, and cyclical analysis in managing portfolios and is notable for its affiliation with an accounting practice that offers tax-related planning and fiduciary retirement plan services.

Retirement plans for business owners (SEP, solo 401k)
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