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Kimberly C
Series 65, Series 63
Zionsville, IN
Canterbury Investment Management, LLC
Kimberly Custer is a financial advisor at Canterbury Investment Management, LLC with 11 years of industry experience. She holds Series 65 and Series 63 designations and has worked at Wealth Advisory Solutions, LLC since 2017. Canterbury Investment Management provides discretionary portfolio management and financial planning to individuals, select corporations, and certain investment company clients. The firm employs a market-state "Thermostat" model that integrates various market trends and indicators to guide ETF and mutual fund allocations.
Thomas H
CFP®, Series 63, Series 65
Zionsville, IN
Canterbury Investment Management, LLC
Thomas Hardin is a Certified Financial Planner® with 27 years of industry experience. He has been with Canterbury Financial Group, LLC since 2003. Hardin holds Series 63 and Series 65 licenses. Canterbury Investment Management, LLC provides discretionary portfolio management and financial planning to individual and corporate clients, including high-net-worth individuals. The firm manages an affiliated mutual fund and offers sub-advisory services to other registered investment advisers, using a market-state approach to guide allocation changes through its Canterbury Portfolio Thermostat ETF Strategy.
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