Financial Services
Financial Services

Who We Are

Innovative Financial Services Kary Monroe*, Seth Kimmel*, and Marti Evans

Kary Monroe*, Seth Kimmel*, and Marti Evans

Innovative Financial Services (IFS) has been serving individual and corporate clients since 1990. Our financial advisor uses a consultative approach in designing customized plans and portfolios for each client. Our primary focus is in retirement income planning and wealth management services. We also assist clients in the accumulation phase of planning for their retirement and education needs. We believe that understanding the clients needs and objectives is foundational to providing outstanding services.

Innovative Financial Services
100 Frontage Road
Huntington, IN 46750
Phone (260) 358-1414
Fax (260) 358-1417


 

Seth Kimmel, Vice President and Financial Advisor*

Seth Kimmel joined Innovative Financial Services in 2006 after graduating from Huntington University with a bachelor's degree in business management and finance. He holds FINRA Series 7 and 66 licenses, as well as various state life insurance licenses. Seth provides investment services to his own block of clients, and meets with new clients on a discretionary basis.

Seth has served on the board of directors for the Huntington University Alumni Association, Huntington Optimist Club, and Junior Achievement.  Additionally, he has volunteered with the United Way, the Boys and Girls Club, and his local church.

Seth is a lifelong resident of Huntington County, where he currently resides with his wife and their daughter.

Kary Monroe, Registered Representative and Office Manager*

Kary Monroe, Registered Representative and Office Manager joined Innovative Financial Services in 1992 and meets with many of our new clients.  Kary helps guide clients into many investments products, including  IRA's, 529 plans and a variety of mutual fund and annuity options. Kary can also provide assistance with life insurance.

Kary resides in Roanoke with her husband and has two grown children.

Marti Evans, Executive Assistant

Marti Evans, Executive Assistant joined Innovative Financial Services in 2000. Marti handles client services, scheduling and new business processing.

Marti resides in Huntington with her husband and two sons.

Securities and Insurance Products and Services:

Not FDIC Insured
No Bank Guarantee
May Lose Value
Not a Deposit
Not Insured by Any Federal Government Agency

*Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor. 9229 Delegates Row, Ste. 190, Indianapolis, IN 46240, (317) 573-3838. Insurance Representative of American United Life Insurance Company ® (AUL) and other insurance companies. Innovative Financial Services and Heritage Advisory Group are not affiliates of OneAmerica Securities, Inc. or AUL and is not a broker dealer or Registered Investment Advisor.

AUL, is licensed and authorized to conduct life insurance business in every state of the United States, except New York. Innovative Financial Services has agents who are licensed and authorized to conduct life insurance business in Indiana, Ohio, Florida and Michigan. Innovative Financial Services also has agents who are licensed and authorized to conduct securities related business in Indiana, Ohio, Florida and Michigan. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

 

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