Canterbury Investment Management, LLC

Canterbury Investment Management, LLC (CRD# 125680) is a financial advisory firm headquartered in Zionsville, IN. They manage $72,293,850 in 109 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $663,246
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN

Financial Advisors at Canterbury Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kimberly J. Custer
CRD#: 3070629
23 E Cedar St, Zionsville, IN 46077

Kimberly Custer (CRD# 3070629) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Zionsville, IN and has over 22 years of experience in the finance industry.

2
Thomas L. Hardin
CRD#: 838414
23 E Cedar St, Zionsville, IN 46077

Thomas Hardin (CRD# 838414) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Indianapolis, IN and has over 35 years of experience in the finance industry. Thomas Hardin has taken additional exams to become a Chartered Market Technician (CMT), CMTs must pass comprehensive exams in technical market analysis offered through the Market Technicians Association. Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

3
Brandon J. Bischof
CRD#: 7081416
23 E Cedar St, Zionsville, IN 46077

Brandon Bischof (CRD# 7081416) is an Investment Advisor Representative working at Canterbury Investment Management, LLC in Zionsville, IN and has over 4 years of experience in the finance industry.

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