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Dennis Eugene Kenley

Charter Advisory Corp.

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About Dennis Eugene Kenley

Dennis Eugene Kenley is a financial advisor with over 20 years of experience in the industry. Dennis is registered with Charter Advisory Corp. and is also a registered investment advisor with a Series 6, Series 63, and Series 65 licenses. Dennis has experience working with individuals, high net worth individuals, corporations, and trusts. Dennis provides financial planning services, portfolio management, and selection of other advisors.

Firm Information

Dennis Kenley is currently registered with Charter Advisory Corp.. Charter Advisory Corp. is an investment advisor located in Indianapolis, Indiana. The firm has 14 licensed agents, 15 investment adviser representatives, and 15 registered representatives. They advise individuals, high net worth individuals, pension and profit sharing plans, corporations and other businesses, and charitable organizations. They manage approximately $319 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, selection of other advisors, and participates in a wrap fee program. Their website is HTTP://WWW.CHARTERADVISORY.COM.
Charter Advisory Corp.

250 E. 96TH STREET

INDIANAPOLIS, IN 46240

$319.22M

Assets Under Management

2

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dennis Kenley’s Registration & Firm History

IN

04/30/2009 - Present

Charter Advisory Corp. (INDIANAPOLIS IN)

IN

01/02/2002 - 09/08/2009

MUTUAL SERVICE CORPORATION (INDIANAPOLIS IN)

NY

05/08/2000 - 01/08/2002

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/05/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/06/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Eugene Kenley.
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