Who We Are
 |
| 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.
Seth Kimmel, Assistant 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 and health insurance licenses. Seth provides investment services to his own block of clients, and meets with all clients new to IFS.
Seth is a member of the Huntington University Alumni Board of Directors, Huntington Optimist Club, and has volunteered with the United Way and Junior Achievement.
Seth is a lifelong resident of Huntington County, where he currently resides with his wife.
Kary Monroe, Registered Representative and Office Manager
Kary Monroe, Registered Representative and Office Manager joined Innovative Financial Services in 1992. As a Registered Representative of OneAmerica Securities, Kary is licensed to assist with custodial accounts, IRA's, 529 plans and a variety of other investment and annuity options. Kary can also provide assistance with life and health 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 American United Life and is not a broker dealer or Registered Investment Advisor.
American United Life Insurance Company, 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.
