Theresa Kest has been an investment adviser representative at Hurlow Wealth Management Group since March 2021, and is not listed among the firm’s executive officers or direct owners.
Hurlow Wealth Management Group, Inc. is a Bloomington, IN firm with $794M under management, 538 clients and 10 advisers across 2 offices, as of its August 2026 filing.
Theresa Kest’s longest registration is the current one, 5 years at Hurlow Wealth Management Group since 2021. Before joining Hurlow Wealth Management Group in 2021, Theresa Kest was registered through Jackson, Grant Investment Advisers, Inc.
- – present · 5 yearsBloomington, IN · Adviser representative · Firm CRD 282587
- Jackson, Grant Investment Advisers, Inc.– · 2 yearsStamford, CT · Adviser representative · Firm CRD 108156
Investment adviser representative registrations
Theresa Kest is registered as an investment adviser representative in Indiana, since March 2021.
- IndianaSince 21 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 August 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Theresa Claire Kest
- CRD
- 6217999
- Firm
- Hurlow Wealth Management Group · CRD 282587
- Office
- 3925 HAGAN ST., SUITE 300, Bloomington, IN 47401
- Registration
- Investment adviser registration
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Theresa Kest work?
Theresa Kest is an investment adviser representative registered through Hurlow Wealth Management Group, Inc. since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Theresa Kest a financial advisor?
Yes. Theresa Kest has a current investment-adviser registration in Indiana, through Hurlow Wealth Management Group since March 2021.
How many years of experience does Theresa Kest have?
Theresa Kest has 8 years in the financial industry, since August 2018, across 2 adviser firms.
What exams has Theresa Kest passed?
Theresa Kest passed the Series 65 in August 2018.
Where did Theresa Kest work before Hurlow Wealth Management Group?
Before Hurlow Wealth Management Group, Theresa Kest was registered through Jackson, Grant Investment Advisers, Inc., August 2018 to March 2021.
Where is Theresa Kest based?
Theresa Kest’s registered office is in Bloomington, IN.
Is Theresa Kest registered with FINRA?
No. Theresa Kest has no current broker registration.
How can I verify Theresa Kest’s record?
Search CRD 6217999 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Theresa Kest’s full registration record.