Shane Thomas Kinney

Epi Financial Group

1 Year of Experience

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Firm Information

Epi Financial Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

6 advisors

Number of Clients

87 clients

Average Client Portfolio

$79K average

Assets Under Management

$6.9M

Fee Structure

This brochure does not contain any fee information. Please refer to EPI Financial Group LLC's brochure for fee details.

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Areas of Practice

Insurance PlanningEstate Planning

Advisor Information

Office location

5700 Crooks Rd., Suite 340, Troy, MI, 48098-2809

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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.

Other Business ActivitiesSells Insurance

Shane is an insurance agent at EPI Protection, LLC, dedicating about 10-20% of his time. He also owns Beyond the Score, an entertainment company that creates content for a monetized YouTube channel, dedicating a few hours per week.

Employment History

Current Registrations

Epi Financial Group

January 2025 - Present · 1 yr

Previous Registrations

Hantz Financial Services, INC.

May 2024 - December 2024 · 7 mos

Hantz Financial Services, INC. Broker

March 2024 - December 2024 · 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.