Kevin Cassidy is a registered investment advisor, based in Indianapolis, IN, with 15 years of industry experience.
Location
10475 Crosspoint Blvd, Suite 115, Indianapolis, IN, 46256
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Larson Financial Securities, LLCBroker
January 2026 - Present · 4 mos
Larson Financial Group, LLC
January 2026 - Present · 4 mos
Previous Registrations
Charles Schwab & CO., INC.
July 2018 - October 2025 · 7 yrs 3 mos
Charles Schwab & CO., INC.Broker
July 2016 - October 2025 · 9 yrs 3 mos
Charles Schwab & CO., INC.Broker
May 1998 - November 2004 · 6 yrs 6 mos
State Registrations1 state
IN
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.