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Kinder Randolph Dean

Advisor at Kinder Financial Services — Nashville, IN

Updated today

Credentials

Series 65

Experience

15 years

Location

Nashville, IN 47448

Kinder Financial Services

Independent

Total advisors

1

Clients per advisor

8 Low

Avg AUM per client

$133,580 Very Low

HNW client ratio

0% Low

About

Kinder Dean is a Series 65-licensed financial advisor with 15 years of industry experience, currently practicing at Kinder Financial Services in Nashville, IN. He has worked at Valeo since 2013. Dean also operates an affiliated entity called Blue Donkey Empires, which involves real estate activity. Kinder Financial Services primarily serves individual clients, including many high-net-worth individuals, alongside businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with an investment approach centered on technical security analysis and trend-following, focusing on ETFs and blue-chip dividend stocks.

Client services

Based on Kinder Financial Services

Financial planning Portfolio management

Expertise

Based on Kinder Financial Services

Wealth management

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Fee options

Fixed

Written financial plan fees range from $200 to $2,000 based 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

Nashville, IN

2508 Country Club Road

Nashville IN 47448

Advisors at this office

1

Most active in

Indiana

Work history

15 years of industry experience

Valeo

2013 - Present • 13 years

Seymour, IN

Kinder Financial Services

2011 - 2013 • 2 years

Nashville, IN

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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Zhuohua H

CFA®

Bloomington, IN

Mulberry Investors LLC

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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Ryan S

Series 65

Bloomington, IN

The Shield Finance

Ryan Skaggs is the sole advisor at The Shield Finance, an independent firm based in Bloomington, IN. He holds a Series 65 designation and has entered the financial advisory field in 2025. Skaggs has a concurrent career with the Indiana University Police Department, where he has served since 2011. He is also a published author. The Shield Finance is a fee-only advisory firm specializing in serving first responders and their families. The firm offers investment management, financial planning, and an educational coaching program, using a combination of passive and active strategies and providing services tailored to clients’ career stages and financial needs.

General retirement planning Retirement income strategy Cash flow / budgeting Debt management Public Service Employee Executive Young Professionals Mid-Career Professionals Approaching retirement
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Zachary R

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

Mosaic Wealth Management LLC

Ronald Deinlein Jr. is a CFP®-designated financial advisor with 35 years of industry experience. He currently works at Mosaic Wealth Management LLC and previously spent 17 years at Raymond James & Associates. Mosaic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, offering portfolio management and participation as a portfolio manager in a wrap fee program. The firm employs a range of strategies including fundamental analysis, modern portfolio theory, and options strategies, primarily implementing through mutual funds and ETFs.

Options & derivatives strategies Real estate investing
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Christopher M

Series 63, Series 66

Bloomington, IN

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Christopher Meador is a financial advisor at Mosaic Wealth Management LLC in Bloomington, IN, holding Series 63 and Series 66 credentials with 13 years of industry experience. He previously worked at Raymond James & Associates, Financial Engines Advisors, and Morgan Stanley. Mosaic Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, offering portfolio management, adviser selection, and participation as a portfolio manager in a Raymond James-sponsored wrap fee program. The firm employs strategies based on fundamental analysis, modern portfolio theory, and quantitative and technical analysis, primarily implementing through mutual funds and ETFs.

Options & derivatives strategies Real estate investing
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Brian W

Series 63, Series 66

Bloomington, IN

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Brian Werth is a financial advisor at McAvoy Kemp Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with McAvoy Kemp Wealth Management and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, Werth is involved in continuing education and licensing instruction through A.D. Baker & Co., LLC and works as an independent insurance agent for various companies. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, pension and profit-sharing plans, and trusts. The firm delivers advice through individualized financial planning and asset allocation recommendations, managing accounts primarily on a discretionary basis.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
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