Kevin Alerding has held the title Member at Indie Asset Partners since February 2018, is a control person of the firm and directly owns between 50% and 75% of it. Kevin Alerding holds a Degree in Corporate Financial Management from Ball State University and a Juris Doctor from Indiana University School of Law, Indianapolis.
Indie Asset Partners, LLC is a Carmel, IN firm with $685M under management, 313 clients and 3 advisers in one office, as of its March 2026 filing.
Kevin Alerding is Director, Family Office of Indie Asset Partners, LLC. He has more than 20 years of experience in estate planning, business exit planning, and estate and trust administration, including 17 years with the Trusts & Estates practice group of the Indianapolis law firm Ice Miller LLP.
Kevin Alerding’s longest registration was 8 years at Indie Asset Partners, LLC (2018–2026).
- Shepherd Financial Investment Advisory LLCAlso current– present · under a yearCarmel, IN · Adviser representative · Firm CRD 288623
Professional designations
Listed by Indie Asset Partners
- Certified Exit Planning Advisor (CEPA)
Investment adviser representative registrations
Kevin Alerding is registered as an investment adviser representative in Indiana, since October 2026.
- IndianaSince 1 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kevin Michael Alerding
- CRD
- 6908516
- Firm
- Indie Asset Partners · CRD 154503
- Role
- Member
- Registration
- Investment adviser registration
- In the industry since
- June 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- indieasset.com
Where does Kevin Alerding work?
Kevin Alerding has held the title Member at Indie Asset Partners, LLC since February 2018, and is a control person of the firm.
Is Kevin Alerding a financial advisor?
Yes. Kevin Alerding has a current investment-adviser registration in Indiana.
How many years of experience does Kevin Alerding have?
Kevin Alerding has 8 years in the financial industry, since June 2018, across 2 adviser firms.
What exams has Kevin Alerding passed?
Kevin Alerding passed the Series 65 in June 2018.
Where was Kevin Alerding previously registered as an investment adviser?
Kevin Alerding has past investment-adviser registrations through Indie Asset Partners, LLC, June 2018 to October 2026, across 2 firms.
Is Kevin Alerding registered with FINRA?
No. Kevin Alerding has no current broker registration.
How can I verify Kevin Alerding’s record?
Search CRD 6908516 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Alerding’s full registration record.
