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Kendall Miedema

Investment Adviser Representative at MAIA Wealth

Indianapolis, INCRD #7123285Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kendall Miedema is an investment adviser representative with MAIA Wealth in Indianapolis, IN, where they have been registered since 2025. They have worked in the securities industry since 2021 and have been registered with 3 firms, including KEY Investment Services LLC and J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana.

Office

9365 Counselors Row, Suite 215
Indianapolis, IN 46240

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Indiana

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/15/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 11/2/2019
Series 7
General Securities Representative Examination
Passed 10/11/2019
SIE
Securities Industry Essentials Examination
Passed 9/3/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

MAIA WealthCurrent
6/13/2025 – Indianapolis, IN
KEY Investment Services LLC
11/26/2024 – 6/16/2025Zionsville, IN
J.p. Morgan Securities LLC
4/24/2021 – 9/20/2023Shelbyville, IN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Charles Schwab & Co., Inc.
    May 2019 – Jun 2020Indianapolis, IN
  2. Purdue University Fort Wayne
    Oct 2018 – May 2019Fort Wayne, IN
  3. Fort Financial Credit Union
    Nov 2018 – Nov 2018Fort Wayne, IN
  4. Indiana University Fort Wayne
    Aug 2018 – May 2019Fort Wayne, IN
  5. C.H. Robinson
    Sep 2017 – Apr 2018Fort Wayne, IN
  6. PNC Bank
    Jun 2017 – Aug 2017Carmel, IN
  7. Sanctuary Securities, LLC
    Jun 2020 – Feb 2021Indianapolis, IN
  8. J.p. Morgan Securities, LLC
    Mar 2021 – Sep 2023Indianapolis, IN
  9. Cooke Financial Group
    Jun 2020 – Mar 2021Indianapolis, IN
  10. Purdue University Fort Wayne
    Aug 2015 – May 2019Fort Wayne, IN
  11. Key Investment Services, LLC
    Nov 2024 – Jun 2025Brooklyn, OH
  12. Student
    Aug 2024 – Nov 2024Indianapolis, IN
  13. Key Remnant Delivery
    Jan 2024 – Jul 2024Greenwood, IN
  14. Unemployed
    Sep 2023 – Jan 2024Greenwood, IN
  15. Maia Wealth, LLC
    Jun 2025 – no end date reportedDenver, CO
  16. Simplicity Wealth
    Oct 2026 – no end date reportedSummit, NJ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About MAIA Wealth

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Services include retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans for employee groups, life insurance, long-term care, disability and critical illness coverage, and health insurance/group health benefits.

Retirement PlanningFinancial PlanningEstate PlanningTax PlanningInsurance
Firm areas of expertise
Retirement PlanningFinancial PlanningEstate PlanningTax PlanningInvestment PlanningInvestment ManagementWealth PlanningLife InsuranceLong-term CareAnnuitiesMutual Funds+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
42
Offices listed on AdvisorFinder:
5
Main office:
Denver, CO
SEC file number:
801-120452

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 20, 2026

View full firm profile

Other advisors at MAIA Wealth

Showing 12 of 42 in the directory

View MAIA Wealth firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kendall Miedema has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kendall Miedema (MAIA Wealth) - Fees & Credentials