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Troy K

Series 65

Springfield, MO

ITI Financial Management

Troy Kennedy is a financial advisor with ITI Financial Management in Springfield, MO, holding a Series 65 designation and 16 years of industry experience. He has been with ITI Financial Management since 2009. In addition to his work at ITI, he is an investment adviser representative with SignalPoint Asset Management LLC, occasionally offering clients advice or products through that affiliation. ITI Financial Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as select corporations and business entities. The firm follows a long-term, modern portfolio theory-based investment approach, primarily using passive mutual funds and index ETFs, and manages client assets on a discretionary basis within a wrap fee program.

Wealth management Passive / index investing College savings (529s, UTMA, etc.)
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