2024 Fiduciary financial advisor louisville ky - financial, investments, planning, retirement, taxes, advisor. ... Louisville, KY. They enjoy spending time with family, including their dog ...

 
Richard Robinson is a financial advisor in Louisville, KY. He has been in practice for 15 years, the last 13 years at Private Client Services LLC. No Certifications. 15 Years Experience. 3 Fee .... Fiduciary financial advisor louisville ky

Our team of fiduciary financial planners and financial advisors in Louisville have. a process to guide you through it - Maximize Your Opportunity Zone. CLICK HERE TO DOWNLOAD YOUR FREE …Events & podcasts; See your advisor Find an advisor menu. Find an advisor; See your advisor; Your advisor. Heil & Associates 101 Bullitt Lane Floor 04 Louisville, KY 40222. 502.329.5008Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. Today we serve clients in Kentucky, Indiana, Florida and a …Our team of fiduciary financial planners and financial advisors in Louisville have. a process to guide you through it - Maximize Your Opportunity Zone. CLICK HERE TO DOWNLOAD YOUR FREE REPORT ON. “HOW TO PREPARE FOR A GREAT RETIREMENT”. SCHEDULE AN APPOINTMENT WITH PILLAR FINANCIAL ADVISORS. OR CALL 502.384.3890 IN LOUISVILLE.Joyce A Meyer is a financial advisor in Louisville, KY. They have been in practice for 10 years, the last 10 years at UBS Financial Services Inc. No Certifications. 10 Years Experience. 4 Fee ...Learn more about Switow Hall Group in Louisville, KY. Providing wealth management services. ... A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire ...Plentiful Wealth is a Registered Investment Advisor in Ashland, Kentucky. Our clients want to gain fincial independence. Our clients embrace the idea of ...Zacks Investment Management Review. Written by investor.com. September 12, 2023. Zacks Investment Management, registered in 1992, serves 52 state (s) with a licensed staff of 67 advisors. Zacks Investment Management manages $8.4 billion and provides investment advisory services for 3,239 clients (1:48 advisor/client …Childress & Associates. A financial advisory practice of Ameriprise Financial Services, LLC. 502.365.4600. [email protected]. An Ameriprise Platinum Financial Services ® Advisor. Client Satisfaction 5.0 / 5 rating based on 13 reviews. Visit our Office in Louisville, KY. 500 N Hurstbourne Pkwy, Suite 120 | Louisville, KY 40222. 502-412-3354. Financial Advisors in Louisville KY. Our certified financial advisors offer fiduciary services in retirement planning and wealth management. He earned the Certified Investment Management Analyst (CIMA®) designation in 2007 as the result of an immersive executive education program at The Wharton School. Greg resides in Louisville, Kentucky with his wife, son, daughter, and two rescue dogs. [email protected]. (502) 654-8715 direct.... Louisville, Kentucky. Partners Located In Kentucky Indiana. Education. Ball State University, B.S., Finance, 1992. Certified Financial Planner (CFP®). Chartered ...Wealth Management & Trust Services. Wealth Management. &. Trust Services. With over $14.5 billion of assets under advisement**, Ronald Blue Trust advisors apply technical expertise and biblical wisdom to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Finance experts generally agree that choosing a fiduciary financial advisor is the most favorable option. Of course, it does depend on your financial needs. If your goal is to find retirement planning, wealth management, and other financial advisory services in the same place, enlisting a fiduciary is the simplest way to meet those needs. A financial advisor can be a great partner, offering services like retirement planning, investment planning, estate planning and more. For Covington, Kentucky residents, SmartAsset created this list of the top financial advisor firms in the city to make your search easier. Louisville | 4350 Brownsboro Road, Suite 110, Louisville, KY 40207 | 502.754.2002 ... Financial Advisor Websites by Twenty Over Ten Powered by Twenty Over Ten.Retirement Planning University® is strictly educational. Specific topics such as 401 (k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc. will be covered, but specific financial products will NOT be discussed. Your class will be taught by a qualified financial professional who will enhance the learning experience with real ...3001 South Preston Street. Louisville KY 40217. More Info. Pnc Investments. 101 South 5th Street 3rd floor. Louisville KY 40202. More Info. Pnc Investments. 4257 Outer Loop.1. Keep your budget in mind. Simple, digital-only services will be less expensive; holistic financial planning will be more. It's a good idea to know what you're comfortable spending before you ...Find Your Advisor Match. PERSONALIZED ADVICE. FOR PORTFOLIO SIZE OF 100K AND ABOVE. Answer a few questions and get matched. with 2-3 advisors based on your needs.Plentiful Wealth is a Registered Investment Advisor in Ashland, Kentucky. Our clients want to gain fincial independence. Our clients embrace the idea of ...Get the Details. Taylor Advisors, Inc., a division of HUB International (Taylor), was founded in 2002 and joined HUB Retirement & Private Wealth in 2022. Taylor Advisors, Inc. is an SEC registered investment advisor and balance sheet consulting firm serving financial institutions. Our service is quite simple: we aim to help institutions improve ...Randy Deaton is a financial advisor operating out of Louisville, Kentucky with a total of 6 years of relevant experience. ... Usa Financial Securities Corporation 119 S. Sherrin Ave. #110 Louisville, KY 40207 ... The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.The term “fiduciary” can be defined as an individual or entity that acts on behalf of someone or something else. In this role, the fiduciary must operate as if they are who they represent, in an effort to make decisions that are in their best interest. In many cases, there are laws that surround the role of a fiduciary.502.489.5460. [email protected]. An Ameriprise Platinum Financial Services ® Advisor. Client Satisfaction 5.0 / 5 rating based on 7 reviews. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check.SwitchPoint Financial Planning. Louisville, KY. Specialties: Retirement Income Planning, Investment Management, Tax Strategies, Estate Planning, Insurance Solutions, Comprehensive Wealth Management. Fee-Only Financial Planner located in Louisville, Kentucky serving clients locally and across the country. I can work with clients anywhere! 297 N Hubbards Ln. Louisville, KY 40207. From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms,…. 4. Stone & Kicklighter Planning Partners - Ameriprise Financial Services.Louisville, Kentucky is the proud hometown of the Kentucky Derby, the most famous horse race in the U.S. It is a fast-growing tourist destination, and it’s not hard to see why—the city has far more to offer than its equestrian activities.Pursuing your goals together. Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.Jun 13, 2023 · 4969 US Highway 42, Suite 1200 Louisville, KY 40222. 502-394-4072. Brett Mahle Inquire with Brett. 4969 US Highway 42, Suite 1200 Louisville, KY 40222. 502-394-4006. Select other cities around. Find the best financial advisors in Louisville, Kentucky for your financial planning needs. We round up the top financial advisors in the Louisville ... Reliant Wealth Planning is Your Financial Planner in Louisville, KY. Reliant is a Registered Investment Advisor. Certain representatives of Reliant are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA / SIPC . 100 Enterprise Dr., Suite 504, Rockaway, NJ 07866, (800)637-3211.Paul Stropkay. CRD Number: 4007134. Current Firm: Sapphire Fiduciary Advisors, LLC. Paul Stropkay (CRD# 4007134) is an Investment Advisor Representative working at …Private Client Services LLC. 2225 Lexington Road, Louisville, KY(502) 451-0600 Website. See Advisors At This Firm. Overview. Fees & Compensation. Client Types.He earned the Certified Investment Management Analyst (CIMA®) designation in 2007 as the result of an immersive executive education program at The Wharton School. Greg resides in Louisville, Kentucky with his wife, son, daughter, and two rescue dogs. [email protected]. (502) 654-8715 direct. By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future ...Investment expertise provided with care, diligence, and integrity. LEARN. CONNECT. Sapphire Fiduciary Advisors, LLC serves discerning institutions and families as a trusted fiduciary partner. Our clients value our expertise, authentic investing, and our service-oriented approach. Get to Know Us. Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly. The Consumer Financial Protection Bureau (CFPB) offers help in more than 180 languages, call 855-411-2372 from 8 a.m. to 8 p.m. ET, Monday through Friday for assistance by phone.CONTACT US. Meridian Wealth Management, LLC 100 West Main Street, Suite 450 Lexington, KY 40507. Kentucky Office 859.543.4516. Arizona Office 520.719.1433 4969 Us Highway 42, Suite 1200, Louisville, KY 40222. Website. Website. Map. Open in Google Maps. Learn more about Thomas Barnes, a financial advisor in Louisville, KY with the US News Advisor Finder.More vetted fiduciary financial advisors near you may be available when you use our free advisor match tool to compare 2 to 3 financial advisors near you in Louisville, Kentucky. The financial advisors below offer several financial services such as wealth management, retirement planning, portfolio management, estate planning and …Rick McClanahan has been working in the financial sector for over 15 years, helping clients protect their assets and invest wisely. In fact, he has assisted over 400 retirees to safely invest more than $15,000,000 into secure investments. He has advised Executive Retirees of IBM, AT&T, Duracel, Springs, and Comporium just to name a few.PHONE. 502.894.9366. Ext. 130. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.400 West Market St, Ste 2500 Louisville, KY 40202 502-562-5142: 180 Financial Consulting, LLC Inquire with 180: 2171 Beil Rd, Burlington, KY 41005 859-586-9448: Amy Wiitala Inquire with Amy: 13151 Magisterial Dr, Ste 101-A Louisville, KY 40223 502-423-7073: Bob Schneider Inquire with Bob: 4969 US Highway 42, Suite 1200 Louisville, KY 40222 502 ...Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. Today we serve clients in Kentucky, Indiana, Florida and a dozen other states and we offer a staff of five dedicated and qualified financial advisors, all of whom are CFP® professionals. Franchise Owner. 502.653.6815. [email protected]. Client Satisfaction 5.0 / 5 rating based on 23 reviews. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check.Written by investor.com. November 17, 2023. Pillar Financial Advisors, registered in 2015, serves 5 state (s) with a licensed staff of 3 advisors. Pillar Financial Advisors manages $229.1 million and provides investment advisory services for 176 clients (1:59 advisor/client ratio).Plentiful Wealth is a Registered Investment Advisor in Ashland, Kentucky. Our clients want to gain fincial independence. Our clients embrace the idea of aligning their wealth with …502.326.3926. [email protected]. 4.8 / 5 rating based on 19 reviews. Start preparing for a more confident future. 3-Minute Confident Retirement ® check. We are committed to helping our clients achieve …with an advisor. We will meet you where you are on your financial journey and help you get to where you want to be. To search for a Fidelity advisor, please use the slide bar below to indicate your current level of investable assets so we can help match you with the right level of advisors. $0. $0. $500,000. $1,000,000.Nov 13, 2023 · 909 Lily Creek Road #101, Louisville, KY 40243-2808. 13: 1114: $523,728,928: ... The best way to be certain that a financial advisor is a fiduciary is to simply ask. The best way to know if a financial advisor is a fiduciary all of the time is to ask: "Are you a fiduciary in all of your dealings with me?" ... 4803 Olympia Park Plaza Suite 4000, Louisville, Kentucky 40241 : 8333 Douglas Avenue Suite 1000, Dallas, Texas 75225 : 200 Public Square Suite 1650, Cleveland, Ohio 44114 : One Riverwood Place N17 ...Fiduciary: Financial Advisor: Provides unbiased financial and investment advice; At least five to 10 years of professional financial experience (varies by state)Finance experts generally agree that choosing a fiduciary financial advisor is the most favorable option. Of course, it does depend on your financial needs. If your goal is to find retirement planning, wealth management, and other financial advisory services in the same place, enlisting a fiduciary is the simplest way to meet those needs. Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. Today we serve clients in Kentucky, Indiana, Florida and a dozen other states and we offer a staff of five dedicated and qualified financial advisors, all of whom are CFP® professionals. 4360 Brownsboro Rd Ste 115. Louisville, KY 40207. From Business: Current Wealth Management is a proud extension of First Kentucky Securities, a firm dedicated to the highest level of excellence in the financial services sector…. 2. First Command Financial Advisor - Sonya McNeil. Tax Services Senior Analyst - Financial Services Organization - Fiduciary Trust Tax Services EY Louisville, KY 1 week ago Be among the first 25 applicantsMuhammad Ali has one older brother, Rahaman “Rudy” Ali. Rahaman Ali is two years older than his famous sibling and was also a professional boxer. The siblings were born in Louisville, Ky. Rahaman’s birth name was Rudolph Valentino Clay, and...As a Certified Financial Planner®, a Registered Social Security Analyst®, and Fiduciary, I am confident I can add value to your financial life. ... Louisville, KY ...Fiduciary & Financial Advisor, Chief Compliance Officer. Louisville/Lexington ... Louisville – 8303 Shelbyville Road, Louisville, KY 40222 · Bowling Green ...3109 W Martin L King Jr Boulevard Suite #600. Tampa, FL 33607. View Map 888-823-9566. See Location Details.Counselor-at-Law & Licensed Fiduciary & Financial Advisor providing Estate, Financial and Retirement Planning Winter Park, Florida, United States. 52 followers ... Louisville, KY. ConnectFind the right Morgan Stanley advisor for your wealth management. Morgan Stanley has dedicated advisors in Louisville, KY who are ready to help you meet your wealth management goals. May 2022 - Present1 year 5 months. Louisville, Kentucky, United States. Sapphire Fiduciary Advisors, LLC exists to serve discerning institutions and families as a trusted fiduciary partner. Our ...Events & podcasts; See your advisor Find an advisor menu. Find an advisor; See your advisor; Your advisor. Heil & Associates 101 Bullitt Lane Floor 04 Louisville, KY 40222. 502.329.5008Retirement Planning University® is strictly educational. Specific topics such as 401 (k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc. will be covered, but specific financial products will NOT be discussed. Your class will be taught by a qualified financial professional who will enhance the learning experience with real ...About this Advisor. Lonny Powell is a financial advisor based in Louisville, Kentucky who has 1 year of relevant experience. Powell currently works for Creativeone Wealth, LLC. Over the course of their career, they have held roles at Brookstone Capital Management, Alliance Retirement Solutions and Horter Investment Management, LLC.Accredited Wealth Management - Louisville, Kentucky As a fee-only wealth ... Accredited Wealth Management is an independent Registered Investment Advisor (RIA).297 N Hubbards Ln. Louisville, KY 40207. From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms,…. 4. Stone & Kicklighter Planning Partners - Ameriprise Financial Services.Patrick Lach is a financial advisor in Louisville, KY, and has earned his CFA, CFP. He has been in practice for 14 years, the last 4 years at Indiana University Southeast. CFA, CFP Certification ...Jon Lintner. Financial Advisor. Cardinal Pointe Financial Group. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.489.6900. [email protected]. If you know someone who has financial questions, please let them know about my practice. Refer me.Private Client Services LLC. 2225 Lexington Road, Louisville, KY(502) 451-0600 Website. See Advisors At This Firm. Overview. Fees & Compensation. Client Types.909 Lily Creek Road #101, Louisville, KY 40243-2808. 13: 1114: $523,728,928: ... The best way to be certain that a financial advisor is a fiduciary is to simply ask.Nov 14, 2023 · 462 S. 4th St., Suite 2600, Louisville, KY 40202. Website. Website. Map. Open in Google Maps. Learn more about Frank Hill, CFP a financial advisor in Louisville, KY with the US News Advisor Finder. Nov 17, 2023 · Mercurio Wealth Advisors Review. Written by investor.com. November 17, 2023. Mercurio Wealth Advisors, registered in 2021, serves 4 state (s) with a licensed staff of 2 advisors. Mercurio Wealth Advisors manages $92.2 million and provides investment advisory services for 398 clients (1:199 advisor/client ratio). Reliant Wealth Planning is Your Financial Planner in Louisville, KY. Reliant is a Registered Investment Advisor. Certain representatives of Reliant are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA / SIPC . 100 Enterprise Dr., Suite 504, Rockaway, NJ 07866, (800)637-3211.Private Client Services LLC. 2225 Lexington Road, Louisville, KY(502) 451-0600 Website. See Advisors At This Firm. Overview. Fees & Compensation. Client Types.9100 Shelbyville Road, Suite 150,, Louisville, KY 40222. Phone. 502.253.9366. ... Mercurio Wealth Advisors does not make any representations or warranties as to the ... Nov 30, 2023 · 1131 Fairview Avenue Suite 203, Bowling Green, KY 42103. Certified Financial Planner (CFP) Why choose this provider? Landmark Financial Advisors, LLC, offers wealth management counsel to the residents of Bowling Green. The firm develops plans for amassing wealth in preparation for retirement. It considers one's current cash flow and expenses ... Find top financial advisors in Louisville, Kentucky. The AllFinancialAdvisors.com directory listing of financial advisors can help you with your search to find the best financial advisors in the Louisville, Kentucky area that would suit your needs. Louisville, Kentucky has up to 36 firms and 793 advisors to choose from.Meridian Wealth Management, LLC. is a fee-only wealth management advisory firm based in Lexington, Kentucky. Meridian serves clients all over the country, ...Plentiful Wealth is a Registered Investment Advisor in Ashland, Kentucky. Our clients want to gain fincial independence. Our clients embrace the idea of ...1. Keep your budget in mind. Simple, digital-only services will be less expensive; holistic financial planning will be more. It's a good idea to know what you're comfortable spending before you ...Fiduciary financial advisor louisville ky

Financial Advisor. Cardinal Pointe Financial Group. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.489.6900. [email protected]. If you know someone who has financial questions, please …. Fiduciary financial advisor louisville ky

fiduciary financial advisor louisville ky

... Louisville, Kentucky. Partners Located In Kentucky Indiana. Education. Ball State University, B.S., Finance, 1992. Certified Financial Planner (CFP®). Chartered ...vision. Both were fierce fiduciary entrepreneurs and leaders. Just as Sheryl Garrett has followed hers. The Fiduciary Prize award event will be held October 17th at the Garrett Planning Network conference, 5-6 PM ET, in Louisville KY. The event is “live” and also via a video connection. The link will follow.4360 Brownsboro Rd Ste 115. Louisville, KY 40207. From Business: Current Wealth Management is a proud extension of First Kentucky Securities, a firm dedicated to the highest level of excellence in the financial services sector…. 2. First Command Financial Advisor - Sonya McNeil.A familiar name in the Louisville wealth management space has started a new venture. After serving as advisor at Merrill Lynch for 23 years, Barry Barlow opened up a new practice in East ...Sapphire Fiduciary Advisors, LLC Fiduciary services for discerning clients - Investment management - Institutional fiduciary services Fiduciary is in our name and our ethos is clear – integrity, competence, diligence, respect, and ethics. ... Louisville, KY 40207 ...Retirement & Income Planning. Financial Advisors who can help you create a retirement plan, allocate your assets, and consider all your distribution options. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Diversification does not guarantee profit or protect against loss in declining markets.Nov 14, 2023 · 1700 Ups Drive, Suite 101, Louisville, KY 40223. Website. Website. Map. Open in Google Maps. Learn more about Paul Corley, CFP a financial advisor in Louisville, KY with the US News Advisor Finder. Louisville | 4350 Brownsboro Road, Suite 110, Louisville, KY 40207 | 502.754.2002 ... Financial Advisor Websites by Twenty Over Ten Powered by Twenty Over Ten.The Chartered SRI Counselor ™ (CSRIC ®) designation provides financial advisors and investment professionals with a foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investing. CTFA Certified Trust and Fiduciary AdvisorPHONE. 502.894.9366. Ext. 130. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.12910 Shelbyville Rd., Louisville, KY 40243. Website. Website. Map. Open in Google Maps. Learn more about Kenneth Block, a financial advisor in Louisville, KY with the US News Advisor Finder.Louisville – 8303 Shelbyville Road, Louisville, KY 40222. Bowling Green – 2451 Industrial Drive, Bowling Green, KY 42101. Lexington – Paragon Center – 2333 Alexandria Dr, …A global leader in wealth management. $ 3.9 trillion. In invested assets globally. As of 12/31/2022. 51 countries.Use SmartAdvisor Match to research all the financial advisors in Louisville, KY. Explore every advisor near you for their certifications, employment history and disclosures. Then match with a financial advisor and get started on your financial plan today! ... The existence of a fiduciary duty does not prevent the rise of potential conflicts of ...Dec 14, 2021 · Program Description. VA's Fiduciary Program was established to protect Veterans and other beneficiaries who, due to injury, disease, or due to age, are unable to manage their financial affairs. VA will only determine an individual to be unable to manage his or her financial affairs after receipt of medical documentation or if a court of ... Top 10 Best Financial Advisor in Lexington, KY - November 2023 - Yelp - Wrenne Financial Planning, ABRI, JT Davis Asset Management, Legacy Consulting Group, Dupree Financial Group, Family Financial Partners, ProActive Advisors, Keystone Financial Group, Charles Schwab, Wealth Management of KentuckyA financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5434. [email protected]. 5.0 / 5 rating based on 16 reviews. Start preparing for a more confident future. Read the latest market and economic updates from Ameriprise experts. View more markets and economic insights.3046 Breckenridge Lane, Suite 104. Louisville, KY 40220 Registration Jurisdiction SEC Form CRS (Client Relationship Summary) View Filing: SEC Filings View Filings: verified ... Is Pillar Financial Advisors a fiduciary? A fiduciary financial advisor must put clients’ best interests first. All Registered Investment Advisers (RIAs) are …Events & podcasts; See your advisor Find an advisor menu. Find an advisor; See your advisor; Your advisor. Thomas and Associates 101 Bullitt Lane Floor 04 Louisville, KY 40222How to Find a Financial Advisor Cost of a Financial Advisor Fiduciary Financial Advisors Questions to Ask an Advisor What Does a Financial Advisor Do? The Battle of Advice: ChatGPT vs. a ... Louisville, Kentucky 40202. Inquire with Dick . General Information: Year Established: 1935:CONTACT US. Meridian Wealth Management, LLC 100 West Main Street, Suite 450 Lexington, KY 40507. Kentucky Office 859.543.4516. Arizona Office 520.719.1433Take Control of Your Financial Future. Our skilled professionals are ready to expand your financial knowledge and share unique strategies on how to create ...Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. Today we serve clients in Kentucky, Indiana, Florida and a dozen other states and we offer a staff of five dedicated and qualified financial advisors, all of whom are CFP® professionals.About this Advisor. Terry Higdon is a financial advisor operating in Louisville, Kentucky with 5 years of industry experience. Higdon works at Alphastar Capital Management, LLC. Over the course of their career, they have held roles at Asset Preservation Group, LLC, Ameritas Investment Corp, Ameritas Life Insurance Corp and Alphastar Capital ... About this Advisor. Justin Beavers is a financial advisor working in Louisville, Kentucky, who has 6 years of industry experience. Beavers is an employee of Financial Engines Advisors L.L.C. Their career trajectory has included roles at Edward Jones, Raymond James & Associates Inc, Metlife Securities, Commonwealth Bank & …Address. 1000 Cherokee Road, Louisville, KY 40204. Map. Open in Google Maps. Learn more about Mark Thompson, a financial advisor in Louisville, KY with the US News Advisor Finder.You worked hard to earn and save your money, and you want to be sure you’re making the most out of — and with — all that cash. Knowing how to grow your savings and meet financial goals aren’t skills that come naturally to everyone.4969 US Highway 42, Suite 1200 Louisville, KY 40222. 502-394-4072. Brett Mahle Inquire with Brett. 4969 US Highway 42, Suite 1200 Louisville, KY 40222. 502 …Cross-Border Financial Planning >. Just because your professional life is spread across different regions of the world doesn’t mean your financial life has to be complicated. Cerity Partners has extensive knowledge of U.S. and global tax laws and regulations, and we will work with you to preserve and grow your wealth here and abroad.Graeter Wealth Advisors, LLC is a Louisville, Kentucky based Independent Registered Investment Advisory firm with clients throughout the United States and in Europe. The firms highly experienced financial team is led by Don, Drew and Spencer Graeter. They combine degrees in law, accounting, economics and business with more than 55 years ...Our certified financial advisors offer fiduciary retirement and wealth management advice.A Financial Advisor held to a Fiduciary Standard involves a place of unique trust and certainty when working with a customer. As a trustee, the Financial Advisor is required to act with unified dedication to the customer. This incorporates divulgence of how the Financial Advisor is to be redressed and any comparing irreconcilable situations as ...Stuart Coats, MBA, CFP® - FeeOnlyNetwork.com. About Us. For Advisors. Play. As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals.1 Ameriprise Financial Q1 2023 Earnings Release.; 2 The Most Trusted Financial Companies Survey is conducted by Investor’s Business Daily and TechnoMetrica Market Intelligence, ranking financial companies based on consumer trust. The study was conducted in two phases, with 691 individuals responding to Phase 1 in June and July …Todd Metcalf. , ChSNC, APMA. ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™. Triple Crown Advisors. A financial advisory practice of Ameriprise Financial Services, LLC. 502.244.4114. [email protected]. Triple Crown Advisors, Forbes Best-in-State Wealth Management Teams, 2023. Stay on track with your financial goals during …Ask the adviser to compare the costs and benefits of leaving your retirement money in your 401(k) versus investing it through the firm's IRA.You want a good-faith estimate, in writing, of what you'll pay in direct fees or sales commissions, plus any payments the adviser's firm quietly receives for selling particular mutual funds or …Identify an LGBTQ+ financial ally. To find a financial counselor or financial planner near you, you can start by searching your local chamber of commerce or the National Gay and Lesbian Chamber of ...Private Client Services LLC. 2225 Lexington Road, Louisville, KY(502) 451-0600 Website. See Advisors At This Firm. Overview. Fees & Compensation. Client Types.Apr 16, 2023 · About this Advisor. Lonny Powell is a financial advisor based in Louisville, Kentucky who has 1 year of relevant experience. Powell currently works for Creativeone Wealth, LLC. Over the course of their career, they have held roles at Brookstone Capital Management, Alliance Retirement Solutions and Horter Investment Management, LLC. CONTACT US. Meridian Wealth Management, LLC 100 West Main Street, Suite 450 Lexington, KY 40507. Kentucky Office 859.543.4516. Arizona Office 520.719.1433 Plentiful Wealth is a Registered Investment Advisor in Ashland, Kentucky. Our clients want to gain fincial independence. Our clients embrace the idea of ...May 2022 - Present1 year 5 months. Louisville, Kentucky, United States. Sapphire Fiduciary Advisors, LLC exists to serve discerning institutions and families as a trusted fiduciary partner. Our ...Muhammad Ali attended Central High School in Louisville, Ky. A D student, Ali graduated 376th out of a class of 391 in 1960, the same year he won the light-heavyweight boxing gold medal at the Athens Olympic Games. He did not go to college.٢١‏/١٠‏/٢٠٢٢ ... “Qualified Black financial advisors are everywhere,” says Woods, who is a certified financial planner and founder of LifePoint Financial Group.Randy Deaton is a financial advisor operating out of Louisville, Kentucky with a total of 6 years of relevant experience. ... Usa Financial Securities Corporation 119 S. Sherrin Ave. #110 Louisville, KY 40207 ... The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.J. Hagan Capital is a financial services firm in Louisville, Kentucky. We believe pre-retirees need positive outcomes for their futures, and our advisors can help you pursue the long-term retirement goals you’ve always imagined. Visit our Louisville office or call us at 502-690-5635 for a complimentary retirement review!He earned the Certified Investment Management Analyst (CIMA®) designation in 2007 as the result of an immersive executive education program at The Wharton School. Greg resides in Louisville, Kentucky with his wife, son, daughter, and two rescue dogs. [email protected]. (502) 654-8715 direct.Investment expertise provided with care, diligence, and integrity. LEARN. CONNECT. Sapphire Fiduciary Advisors, LLC serves discerning institutions and families as a trusted fiduciary partner. Our clients value our expertise, authentic investing, and our service-oriented approach. Get to Know Us.Basic Benefit Plans: The Basic Benefit Plan is a for federal employees. It is calculated using the employee’s “high-3 average pay,” which is the average of their three highest-earning years. Generally, the formula is 1% of the average times their number of years of service. TSP Plans: Thrift Savings Plan is a tax-deferred saving and ...with an advisor. We will meet you where you are on your financial journey and help you get to where you want to be. To search for a Fidelity advisor, please use the slide bar below to indicate your current level of investable assets so we can help match you with the right level of advisors. $0. $0. $500,000. $1,000,000.David Bates and Associates. A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5399. [email protected]. Client Satisfaction 4.9 / 5 rating based on 25 reviews.Fiduciary & Financial Advisor. Connie Fortney. 401(k) Rollover Specialist ... Louisville – 8303 Shelbyville Road, Louisville, KY 40222. Bowling Green – 2451 ...Pursuing your goals together. Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.About this Advisor. Justin Beavers is a financial advisor working in Louisville, Kentucky, who has 6 years of industry experience. Beavers is an employee of Financial Engines Advisors L.L.C. Their career trajectory has included roles at Edward Jones, Raymond James & Associates Inc, Metlife Securities, Commonwealth Bank & …A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5434. [email protected]. 5.0 / 5 rating based on 16 reviews. Start preparing for a more confident future. Read the latest market and economic updates from Ameriprise experts. View more markets and economic insights.Stifel Financial Corp. Aug 2006 - Mar 2012 5 years 8 months. Louisville, KY. Financial Advisor to $40 million of client assets with a focus on appropriate asset allocation, strategic investment ...Justin studied at Western Kentucky University. Since 2017, he has been registered as an Investment Adviser Representative and is able to provide investment advisory services. Justin utilizes tools and services to help clients pursue their financial independence. He individually works with clients to design holistic retirement strategies that ...Rick McClanahan has been working in the financial sector for over 15 years, helping clients protect their assets and invest wisely. In fact, he has assisted over 400 retirees to safely invest more than $15,000,000 into secure investments. He has advised Executive Retirees of IBM, AT&T, Duracel, Springs, and Comporium just to name a few.Our Firm. Graeter Wealth Advisors, LLC is a Louisville, Kentucky based Independent Registered Investment Advisory firm with clients throughout the United States and in Europe. The firms highly experienced financial team is led by Don, Drew and Spencer Graeter. They combine degrees in law, accounting, economics and business with more than 55 ...PHONE. 502.894.9366. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.Specialties: Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs. Established in 2002. Founded in 2002 by Matt Dicken, Strategic Wealth Designers is an independent ... 502.329.5000. 101 Bullitt Lane. Floor 04. Louisville, KY 40222. Hours of Operation: Mon - Fri: 9:00 AM - 5:00 PM See More Hours. 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