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Carson Kane Email & Phone Number
Investment Research Analyst
at
40|86 Advisors
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Research Analyst
Location
Carmel, Indiana, United States
Company size
Who is Carson Kane? Overview
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Quick answer
Carson Kane is listed as Investment Research Analyst at 40|86 Advisors, a company with 25 employees, based in Carmel, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Carson Kane.
Carson Kane previously worked as Investment Analyst at Shepherd Financial, Llc and Intern at Oneindiana Financial Group, A General Agency With The Companies Of Oneamerica. Carson Kane holds Bachelor Of Science - Bs, Financial Planning And Services from Purdue University.
Company email context
Email format at 40|86 Advisors
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40|86 Advisors
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Profile bio
About Carson Kane
Pursuing the CFA Charter as a CFA Level II Candidate.After graduating from Purdue in 2022, I work at Shepherd Financial on our investment team. Shepherd Financial is a retirement plan advisory firm that specializes in providing consulting to mid- and large-sized organizations. Our goal is to simplify the complex and ever-changing landscape of employer-sponsored retirement plans. We accomplish this by helping protect your fiduciary interests, designing a plan to meet your objectives while developing a customized and purposeful employee experience.We are here to create a more efficient and effective retirement plan that allows your employees to retire on their terms with dignity.For more information, contact us at: ShepherdFinancialTeam@shepherdins.com
Current workplace
Carson Kane's current company
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40|86 Advisors
3 roles
Carson Kane work experience
A career timeline built from the work history available for this profile.
Investment Analyst
Current
Jun 2022 - Present
Jun 2021 - Aug 2021
Team & coworkers
Colleagues at 40|86 Advisors
Other employees you can reach at shepherdfin.com. View company contacts for 25 employees →
DD
Drew Denny Cfp®, C(K)P, Nqpa
Colleague at 40|86 AdvisorsCarmel, Indiana, United States, United States
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CH
Cassaundra Holton
Colleague at 40|86 AdvisorsNew Albany, Indiana, United States, United States
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JM
Joe Miller
Colleague at 40|86 AdvisorsIndianapolis, Indiana, United States, United States
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BF
Brian Feuer
Colleague at 40|86 AdvisorsColumbus, Ohio, United States, United States
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NP
Noel Phillips, Qka®, Cebs®
Colleague at 40|86 AdvisorsGreater Indianapolis, United States
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GS
Garrett Smith, Aif®
Colleague at 40|86 AdvisorsNew Albany, Indiana, United States, United States
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LS
Leah Sylvester
Colleague at 40|86 AdvisorsCarmel, Indiana, United States, United States
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GL
George Lauck
Colleague at 40|86 AdvisorsIndianapolis, Indiana, United States, United States
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KW
Kylie Weber
Colleague at 40|86 AdvisorsFishers, Indiana, United States, United States
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JB
Jessica Bertelson
Colleague at 40|86 AdvisorsIndianapolis, Indiana, United States, United States
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Drew Denny Cfp®, C(K)P, Nqpa
Colleague at 40|86 AdvisorsCarmel, Indiana, United States, United States
View →
CH
Cassaundra Holton
Colleague at 40|86 AdvisorsNew Albany, Indiana, United States, United States
View →
JM
Joe Miller
Colleague at 40|86 AdvisorsIndianapolis, Indiana, United States, United States
View →
BF
Brian Feuer
Colleague at 40|86 AdvisorsColumbus, Ohio, United States, United States
View →
NP
Noel Phillips, Qka®, Cebs®
Colleague at 40|86 AdvisorsGreater Indianapolis, United States
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GS
Garrett Smith, Aif®
Colleague at 40|86 AdvisorsNew Albany, Indiana, United States, United States
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LS
Leah Sylvester
Colleague at 40|86 AdvisorsCarmel, Indiana, United States, United States
View →
GL
George Lauck
Colleague at 40|86 AdvisorsIndianapolis, Indiana, United States, United States
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KW
Kylie Weber
Colleague at 40|86 AdvisorsFishers, Indiana, United States, United States
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JB
Jessica Bertelson
Colleague at 40|86 AdvisorsIndianapolis, Indiana, United States, United States
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2 education records
Carson Kane education
Bachelor Of Science - Bs, Financial Planning And Services
Education record
FAQ
Frequently asked questions about Carson Kane
Quick answers generated from the profile data available on this page.
What company does Carson Kane work for?
Carson Kane works for 40|86 Advisors.
What is Carson Kane's role at 40|86 Advisors?
Carson Kane is listed as Investment Research Analyst at 40|86 Advisors.
Where is Carson Kane based?
Carson Kane is based in Carmel, Indiana, United States while working with 40|86 Advisors.
What companies has Carson Kane worked for?
Carson Kane has worked for 40|86 Advisors, Shepherd Financial, Llc, and Oneindiana Financial Group, A General Agency With The Companies Of Oneamerica.
Who are Carson Kane's colleagues at 40|86 Advisors?
Carson Kane's colleagues at 40|86 Advisors include Drew Denny Cfp®, C(K)P, Nqpa, Cassaundra Holton, Joe Miller, Brian Feuer, and Noel Phillips, Qka®, Cebs®.
How can I contact Carson Kane?
You can use AeroLeads to view verified contact signals for Carson Kane at 40|86 Advisors, including work email, phone, and LinkedIn data when available.
What schools did Carson Kane attend?
Carson Kane holds Bachelor Of Science - Bs, Financial Planning And Services from Purdue University.
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