Mark Kimmel (CRD# 5719685) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Noblesville, IN and has over 13 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belpointe Asset Management, LLC | Greenwich, CT | Oct 2017 - Current | 6 |
| Kimmel Consulting LLC | Noblesville, IN | Jun 2009 - Current | 14 |
| Remington Financial Advisors | Noblesville, IN | May 2007 - Current | 16 |
| Ssn Advisory, Inc. | Indianapolis, IN | Aug 2014 - Jan 2016 | 1 |
| Equity Services, Inc. | Montpelier, VT | Dec 2010 - Aug 2014 | 3 |
| Allegiant Financial Group | Indianapolis, IN | Nov 2010 - Aug 2014 | 3 |
| National Life Insurance Company | Montpelier, VT | Nov 2010 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- IN
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Total Assets Under Management4,300MILLIONS
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Total Number of Accounts22,446ACCOUNTS
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Average Account Value$191,571
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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